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Documentation for version 5.3.0

Today’s route

You build the route yourself, on your phone. Nobody at the office imposes it on you, and it works without signal.

Planning

Go in through «Ruta de hoy» (Today’s route) or «Calendario» (Calendar). If you don’t have anything yet, tap «Planificar ruta» (Plan route).

Down below are your «SIN PLANIFICAR» (UNPLANNED) customers. Tap «Asignar» (Assign) on the one you’re going to visit, pick the day and you’re done.

At the top you’ll see your coverage for the month: how many of your customers you’ve already visited.

Running the route

Today’s route in Zentrix Sales, with three numbered stops; each one shows the store name, the address, the RIF (tax ID) and how much it owes.
Three stops, with each customer’s balance in view before you knock on the door.

The route shows your stops numbered, with the address, the RIF and — what matters — how much each one owes and whether anything is overdue.

  • «Ordenar por cercanía» (Sort by distance) reorders them based on where you’re standing.
  • «Navegar» (Navigate) opens your maps app to drive there.
  • Tap a stop to start the visit.
  • With the «⋮» button you can remove it from the day or open it in Maps.
  • Press and hold, then drag to change the order by hand.
How old is what you’re seeing

Below the list, the route tells you when your customer list was downloaded: «guardados el 18/09 a las 07:12» (“saved on 09/18 at 07:12”). It’s not an error — it’s so you know how old the balance is before you tell the customer.

Taking someone off the day

Swipe the card or use the «⋮» button › «Quitar de la ruta de hoy» (Remove from today’s route).

It’s just for today: they’re still your customer. Taking someone off your customer list is the office’s call; it can’t be done from here.

If you already checked in

The half-built order isn’t deleted: you’ll still find it in Activity › Orders › «Abiertos» (Open). What disappears from view is the route card, not the work.