Plans and visits

Sales → Activities → Sales Plans, or Logistics → Activities → Logistics Plans

A plan is one employee's work for one date: start branch, end branch, customers to visit, and documents to collect.

There is no recurrence switch on the plan form. Recurring work uses cycles, then Generate.

One-off plan

Create page description in the app: "Create a one-off daily plan for an employee."

1. Open Sales Plans or Logistics Plans.
2. Click Create.
3. Choose the employee, date (today or later), start branch, and end branch.
4. Add customers as destinations (order matters for the route).
5. After customers are selected:
   • Sales plans: attach invoices for those customers
   • Logistics plans: attach packing slips for those customers
6. Save. Status is Draft, Active, or Archived like other master records.

You can preview customers and attached documents on the form.

Saving a sales plan does not change invoice status.

Weekly cycles (recurring)

Sales → Data → Sales Cycles, or Logistics → Data → Logistics Cycles

A cycle is a weekly visit template for one employee: cycle number and, for each weekday, whether the day is active, start/end branch, and customers.

1. Create a cycle for the employee.
2. Enable the weekdays they work and fill the route.
3. Set the cycle to Active.

Generate plans from cycles

On the plans list, click Generate.

1. Choose the employee.
2. Choose from and to dates.
3. Confirm. The app creates daily plans from the cycle and reports how many were created and skipped (for example if a plan already exists).

Who uses the plan

• Web operators create and generate plans, then attach documents.
• Sales and drivers on mobile see today's plan after they exist. They can add a customer to an existing plan; they cannot create a new plan on the phone.

See Mobile daily work.