Routes
The Routes section allows you to define and manage Order Booker Routes for sales operations.
Routes allow you to assign delivery routes to order bookers, organized by day of the week for efficient sales and delivery planning.
Overview
The Order Booker Routes list displays the following columns: Name, Order Booker, Day, and Create Date.
Creating a Route
Click the Create Order Booker Route button and fill in the following fields:
- Route Name (required)
- Day (optional) — Select day: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday
- Order Booker (optional) — Select the employee responsible for this route
Column Customization
Click the column settings icon to customize visible columns. Available columns: Name, Customer Rep Name, Day, Create Time.
