How to view Stores
The points of sale that are available to the user can be viewed in the "Stores" Tab. Here you can filter stores by parameters, view them on the map and find a specific store using the search.
By default, the "Stores" Tab displays stores that can be visited today. Points of sale where visits are done are indicated by ✔. To filter the store list:
- Click on filters in the top right corner.
- Specify filters:
- Sort by — displays a list by distance to the point of sale, name or address of the store;
- Show stores — displays a list of stores depending on type;
- Show by previous visit — depending on the visit to the outlet: all, visited or not visited today, not visited in a week.
- Click Apply.
The list will be built depending on the specified filters. Click on a store in the list to open a card.
To update the list, drag it down with your finger and release. If you need to reset the filter, press the filter button and select Clear.
The points of sale are divided into several lists — Planned for today, My Stores and Stores Nearby.
Planned for today is a list of points of sale you need to visit today. It is updated every day, stored on your device, and available for visits without an active Internet connection.
Note
The lists of stores are defined by the route number in your user profile. When you change the route number, the lists change.
If your project does not have a Stores for Today list, it means the information on the visit plan for today is not available. Please use the My Stores list instead.
My Stores is a list of points of sale that is set by your immediate supervisor for a specific route number. It is stored on your device and is available for visits without an active Internet connection.
Note
The lists of stores are defined by the route number in your user profile. When you change the route number, the lists change.
Stores Nearby is a list of points of sale located within a given distance from your location.
Note
The list changes according to your location, so you need an active internet connection to update it.
On the map, you can view your location, the location of stores, and their cards:
- in the "Stores" Tab — click on the map button. A map will open with all stores that are specified by default or selected in filters.
- in store card — click View on map. A map will open with the selected store.
You can move or change the scale of the map by tapping.
If you need to return to the store's list press the list button.
To find a store from the Today/My stores/All stores nearby list:
- Go to the "Store" Tab.
- In the Search field start typing the name, address, or store ID. The application will show a list of found stores.
- Click on the store to open card.
To reset the search click x. If you need to return to the store's list, click ←.