Set up your first journey

What is a journey?

A journey is a rep's working day: the rep opens it in the app in the morning, records visits, invoices and collections inside it, then closes it. Journeys are not created from the dashboard; the dashboard prepares what the rep needs and shows the journey once it is open.

Prepare the dashboard first

1. Vans → Add Van: enter the code and plate number, then Create Van.
2. Sales Reps → Add Rep: enter the display name, username and initial password, choose the Van and Default route, then Create Rep.
3. Routes → Add Route: set the Default rep, Default van and Default day.
4. Add customers to the route for each visit day (see "Plan routes").
5. Make sure every customer has a Price list and that your products are priced on it.
6. Record stock in a warehouse from Goods receipts → Record a receipt, so the rep can load.

The rep's first day

1. The rep opens the app, enters the Company Code and taps Continue, then signs in with the Username and Password, and waits for the first sync to finish.
2. The rep taps Start Journey. Starting needs an internet connection, a van assigned to the rep, and the phone's location turned on. If the day has a route, its customers appear in the planned order; if not, the rep is asked for a Destination.
3. With the journey open, the rep loads stock onto the van from Inventory (stock movements need an open journey).
4. The rep visits customers, sells and collects, then closes the journey at the end of the day from Journey summary → Close journey.

Follow the journey from the dashboard

Open Journeys to see each journey with its status (open or closed) and duration. Inside a journey you will find the Journey track on a map, Plan and actual comparing planned customers with those actually visited, and Visits on this journey.

A rep can have only one open journey at a time, and a van can only be on one open journey. If yesterday's journey was left open, the app asks the rep to close it before starting a new one.