A Visit Plan is the list of customers that a sales rep or driver will visit each day. The Visit Plan is also used in our DSD SmartOrder product to determine the order days for a customer.
Few ERP or Accounting systems are able to maintain a Visit Plan very well. In DSD Assist we allow you to maintain the Visit Plans in a Spreadsheet and email them to our server.
The Visit Plans have a date range or version so that you can adjust them for non-delivery periods like Easter, Christmas and School Holidays
You can set up the Visit Plan in advance by creating a different RouteVersion (column1) and giving that the correct start and end dates. That way the new Visit Plan will automatically be used during those date periods
DayCode (column 5) is 1 for Monday, 2 for Tuesday, 3 for Wednesday etc
If you acquire a new customer, lose a customer or just wish to change the Visit Plan, edit your spreadsheet and email it again to the server. This will overwrite your old schedule.
The template for the Visit Plan spreadsheet can be loaded here
Email the file, in CSV format, to files@dsdassist.com
The Email needs to have the title of SAP_XXX:RouteVersion where XXX is your company code
The CSV attachment needs to have the name NCSOutput.csv