Beat Plan/ PJP upload Module
BeatRoute provide an efficient way to upload Beat Plan / PJP for your sales force. Apart from that BeatRoute allow to their mobile app user to plan their journey or schedule from mobile app. In this article I am explaining how to upload beat plan from admin portal. Below the mentioned steps:-
1. Login with Admin I’d —> Left Menu—> Click on Route / Work Zones —>Beat Planning
2. Click on upload Button and Download Template
3. Put user Br_ I’d ( We can get it from user list)
4. Days - Put days code 1-6 ( Ex. For uploading beat plan for Monday , put 1, for Tuesday put 2... So on. If you want to schedule same customers or Route for 2 or multiple days then you can put days code like 1,2.....
5. Week - You can put week number ( 1- 7 week 1 , 8-14 week 2 .....)
6. frequency - If you want upload beat plan for weekly then you can simply keep frequency weekly,
7. Beat_plan_date - We can also manage beat plan date wise. We just put date. Date format should be dd-mm-yyyyy with prefix ' single quotes. No need to put days or frequency in case of date.
8. retailer_id - if you can’t to upload Beat Plan at retailer level. Just put retailer I’d . We can also plan route wise. No retailer I’d require in case of route level.
9. Start Date and End date - Put start date and end date if you want to plan for any particular date range.
Notes -
1. System doesn’t allow to upload beat plan for same day in case of manager roles.
2. Date format should be dd-mm-yyyy
3. Prefix ' single quotes with date.
4. System doesn’t upload beat plan successfully in case of inactive retailer or Route I’d.