Roles in Visit Lists 

You can create visit lists for different people (roles):

Delivery driver

Driver who visits customers with the intention of delivering ordered goods. This means that deliveries already exist for these customers in the system.

The delivery driver visits customers in the sequence in which they are listed in the shipment. In automatic shipment creation performed with dynamic transportation planning, visit lists were used as proposals for the itinerary.

Sales driver

Driver who visits customers with the intention of selling goods. For this purpose a sales driver drives around with a speculative load. If customers give drivers an order, the drivers takes the goods from their vehicles and give them to the customer.

The sales driver visits customers in the sequence in which they are listed in the visit list. The shipment only contains the speculative load, which is the delivery that has been issued to the driver.

Mixed driver

The mixed driver is a driver who visits customers as both a delivery driver and a sales driver.

The mixed driver visits customers for the following reasons:

·        To deliver ordered goods

·        To sell goods from their speculative load

The mixed driver visits customers in the sequence in which they are listed in the visit list. In addition to the speculative load, which is the delivery issued to the driver, the shipment also contains deliveries for customers.

Preseller

Sales employee who visits customers with the intention of collecting orders. The preseller does not bring any goods with them.

The preseller visits

·        Potential customers to collect new orders

·        Existing customers to collect additional orders.

The delivery driver then delivers new or additional orders on their next tour.

The preseller visits customers in the sequence in which they are listed in the visit list.