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Visit Summary

This page shows the general summary of all you have done during this visit. It shows the amount of Sales made or Order taken, the number of products recorded on the Shelf & in the Store , the number of merchandise and visibility items recorded, the number of images taken and the number of notes written.

Ending a visit

  1. Tap the summary button at the bottom of the screen
  2. Once you are satisfied, you can end the visit by tapping the ‘End Visit’ button.
  3. You will be prompted to confirm if you want to end the visit as you will be unable to edit the details of the visit if you do so.
    • If you select “No”, it will cancel the ‘end visit’ request and the visit continues
    • If you click ‘Yes’, it will end the visit and then it gets your current geolocation.
  4. Note: you always have to be at the outlet’s location to end the visit, depending on how your company sets it, of course.

Note

  1. Also note that if you try to exit the visit without ending it, you will get a prompt telling you that you are about to exit the visit, therefore, if you click “Exit”, it will exit the visit module but the visit will be ongoing however if you click “Cancel” the visit will be cancelled and all the data will be erased.