Routes

A Route is a defined path within a sales region that organizes the sequence of customer visits for a sales team. Routes help plan journeys efficiently, ensuring that all beats are covered without overlaps or missed visits.

The Routes module in Zoho ERP lets you create and manage routes under each sales region. You can add journey plans to a route, assign it to salespersons, and track their visits, making it easier to plan beats and maintain consistent coverage across the market.

Create Routes You need to create a route to define the path your sales team will follow within a sales region. This helps plan visits to beats efficiently and ensures complete coverage of the market. To create a route:

• Go to Distribution on the left sidebar.
• Click Routes in the Modules bar at the top.
• Click +New in the top right corner of the page.
• Fill in the following in the Route Details section:
  • Route Name: Enter a name for the route.
  • Route#: Enter a unique number to identify the route. You can enter the number manually or use the auto-generated number.
  • Description: Provide a description if required to help users identify the purpose of the route.
  • Route Type: Choose whether this route will be used for sales or delivery.
    • Sales: Select this option if salespersons will use this route to visit customers for sales.
    • Delivery: Select this option if salespersons will use this route to delivery goods requested by customers.
  • Sales Region: Select the sales region sales region with which you want to associate the route. Learn more about Sales Regions
  • Route Customers: Customers associated with selected region will be displayed. Select the customers you want to add to this region.
    Note: A customer from a sales region can be assigned to only one route at a time.

• Click Next.
• In the Route Plan section, you’ll see the selected customers on the left and a map with numbers on the right.
• The order in Selected Customers represents the sequence in which a salesperson will visit the customers on this route. Drag to rearrange the visit order.
• The map shows the locations of the customers and the order in which they will be visited.
• Click Save.

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Edit Journey Plans

You can make changes to a route by editing it. Here’s how:

• Go to Distribution on the left sidebar.
• Click Routes in the Modules bar at the top.
• Click the route whose details you want to edit.
• Click Edit at the top.
• Make the necessary changes and click Save.

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Mark Routes Inactive

You can mark a route as inactive when it is no longer in use. This keeps the route’s data in the system for future reference.

To mark a route as inactive:

• Go to Distribution on the left sidebar.
• Click Routes in the Modules bar at the top.
• Click the route you want to mark as inactive.
• Click Mark as Inactive at the top.
• Click Mark as Inactive again in the pop-up that follows to confirm your action. The status of the route and its associated journey plans will be updated to Inactive.

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Mark Routes Active

You can mark a route as active when it needs to be used again. This makes the route available for journey planning and allows sales teams to resume using it. To mark a route as active:

• Go to Distribution on the left sidebar.
• Click Routes in the Modules bar at the top.
• Click the inactive route you want to mark as inactive.
• Click Mark as Active at the top. The route’s status will be updated to Active.

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Delete Routes

If your business no longer uses a route, you can delete it to remove it from the system permanently.

To delete a route:

• Go to Distribution on the left sidebar.
• Click Routes in the Modules bar at the top.
• Click the route you want to delete.
• Click Delete at the top.
• Click Delete again in the pop-up that follows to confirm your action.