{"id":48427,"date":"2026-03-18T13:26:51","date_gmt":"2026-03-18T13:26:51","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d9%85%d8%b3%d8%a7%d8%b1%d8%a7%d8%aa-%d9%88%d8%ae%d8%b7%d9%88%d8%b7-%d8%a7%d9%84%d8%b3%d9%8a%d8%b1-%d9%84%d9%84%d9%85%d9%86%d8%a7%d8%af%d9%8a%d8%a8\/"},"modified":"2026-08-18T10:10:17","modified_gmt":"2026-08-18T10:10:17","slug":"managing-sales-rep-routes-and-visit-paths","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/managing-sales-rep-routes-and-visit-paths\/","title":{"rendered":"Managing Sales Rep Routes and Visit Paths"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]If your business requires managing a field team that visits clients daily, this system allows you to create reusable visit routes, assign them to responsible employees, and track their execution using geolocation and photos.
\nThe system can also prevent invoice creation when the employee is away from the client\u2019s location, ensuring operational accuracy.<\/p>\n

In this guide, we will cover the full workflow, from creating and assigning routes as a system administrator to executing visits and issuing invoices as a field employee.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”How to Install the App” font_container=”tag:h2|font_size:32|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1787046328005{background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]<\/p>\n

From the main menu, navigate to Settings<\/strong>, then select Apps Manager<\/strong>, and click Manage External Apps<\/strong>.<\/p>\n

\"\"Click Go to Market Place<\/strong>.<\/p>\n

\"\"In the search box, enter Couriers on Routes<\/strong>. When the app appears in the search results, click Install App<\/strong> to complete the installation.<\/p>\n

\"\"Once the installation is complete, the Couriers on Routes<\/strong>\u00a0app will be enabled and added to the system, making it ready for use.<\/p>\n

[\/vc_column_text][vc_custom_heading text=”First: System Administrator Guide (Admin)” font_container=”tag:h2|font_size:32|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1774435369012{background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space height=”32″][vc_custom_heading text=”Step 1: Create a Visit Route (Route Path)” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1774435463685{background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]A route (route path) is a reusable template that defines the list of clients a field employee will visit, including their locations and the order of visits.<\/p>\n

To create a new route:<\/p>\n

From the main menu, go to “Workflow Settings”, select \u201cWorkflow Types\u201d.
\nNavigate to the \u201cDaily Routes\u201d section.
\nClick \u201cRoute Paths\u201d.<\/p>\n

\"\"<\/p>\n

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