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U Pin Field Sales
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Quick check-in
β find nearest customer by your location
π Get my location & check in
My customers
οΌ New customer
Assign today's outlets to a merchandiser
Tick the outlets they should visit today, then Assign.
Assign for today
Team check-ins (today)
Today
Completed visits
0
In progress
0
Total on-site time
0 min
This month β total visits
0
This month by outlet (1st β today)
β
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πΊοΈ
Visits
π₯
Team
π€
Me
Manager Dashboard
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Dashboard
Admin
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To
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Today
β dot = arrival (number = order); line = route. "far" = far from store. "β‘" = impossible-speed jump (suspicious).
Check-ins
Check-in distance limit
If someone checks in / out more than this many metres from the store, it's flagged as "far".
metres
Save
Staff coverage (who checks in where)
Pick a person, tick the outlets they check in at, then Save. (For Merchandisers, CHAN, etc.)
Save coverage
Today's task assignments
Who assigned which outlets to which merchandiser today.
β
Monthly visit log
Every outlet a person visited this month, with date & on-site time.
Pending new customers
Added on-site by sales. Approve to make them official customers.
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