Visits

The Visits Page is where I can view my daily visits and interact with them.

Components

Visit List

  1. By pressing the Customers button on the home page after a successfull day start I navigate into the Visits selection page. This list appears if I have not picked a specific visit and can not be viewed if I have a visit picked already.
  2. There are 2 available views to see my daily visits. The list and the map view.
    • List:
      • The blue text on each list item indicates the trader site name. Below the address, area and visit plan date are being shown. The Scheduled tag indicates if the trader site is part of my VisitPlan.
      • The "directions" button navigates me to google maps app and starts the navigation to the trader site. If there are no coordinates, a warning message informs me of the fact.
      • On the search entry I can filter my list by searching parts of a Name, Code, Address or area/city. The list filters without me needing to press an enter button, just by entering or removing text.
      • Choosing a trader site moves me to it's visit details.
      • Any closed/synced visits will appear at the bottom of my list.
    • Map:
      • Choosing a pin will open up a box where I can see the store name and address.
      • The arrow button will open the visit details page for that trader site.

Add Visit

  1. Pressing the "+" button I am navigated into a new page. There I can view every visit assigned to my route, regardless of my VisitPlan.
  2. The black bold text indicates the Trader and the text below, the trader site name. The "Has Visit" label informs me that a visit appointment exists for that trader site today. By pressing on a trader site that is not already on my visit plan, the app prompts me to create a new visit and if I accept, it loads it up on the bottom of the initial visit list.
  3. The search bar is used to sort through any trader sites that synced on my device at the start of the day or find any trader site in the server database if I check the online checkbox, based on my salesperson type(SalesPerson, SalesArea, All etc). When online I can use the same criteria for searching as usual and the app will bring any matching trader sites for me to sync into my device.

    e.g I have started my day with my Visit Plan already filled with my daily visits. My supervisor through the desktop client, loads a trader site on my Route without setting it's visit plan or any other information. When I check the online status I can search for that trader site and load it's visit on my plan which will be visible on the bottom of my visits list.

Maps Navigation

  1. On the Visit list, I can press the map button on each visit and the app will swap to the google maps app with the destination all set and ready for me to go there. If there are no set coordinates the app will inform me. I do not have to open a visit to open the maps navigation. I can not interact with coords for the trader site unless I open a visit to it.

Visit Details

  1. Tapping on a visit the app will navigate me to trader site's details. Once there I can view all the details for the site:
    • Name, address & area
    • Ellipsis button for additional actions(location update, nav, discard visit(disabled), end visit(disabled))
    • Distance from my current location
    • Store photo
    • Relevant KPIs
    • Fridges list
  2. Pressing the store photo(or the "+" if there is none), a bottom drawer moves up where I can preview the current photo, take a new one or upload one from my device. If a photo of the site exists, a warning message will confirm that I would like to input a new photo.
  3. The "Start Visit" begins the StartVisit process for the site which creates a new record on the VisitLogin table with the current datetime on the VisitLogin.LogInDateStamp and disables the button until the visit ends.
  4. The "Call client" button opens up the default phone app with the trader site's phone number loaded in. If there was no phone number registered, a warning message pops up.
  5. On the center of the screen I can view several KPIs based on the TraderSiteStatistics server db tables.
  6. On the bottom there is a scrollable list consisting of the Trader site's assets, for example my company's fridges. Each list item contains the name, barcode and Serial Number, as well as a barcode scanner button.
  7. If I have a visit open for that site, the functionality on the ellipsis menu further increases since the discard and end visit buttons are activated. Below is a breakdown of each button on the menu:
    • Location: By pressing the Location button I bring a popup where I can take new coordinates by pressing the "Get Location". The coords are being shown on the frame below. The Location button is red if there are no coordinates for the site, and black if there are present. Even if a trader site has coordinates I can retake them. They will be stored on the trader site's visit login.
    • GPS Nav: Pressing the GPS Nav I go to the google maps app to start my navigation.
    • Discard Visit: This button compeletely resets my inputs for that visit, warning me that any data I've gathered will be deleted and bring me back into the home page to pick a new visit. Data such as my answers to questionnaires, price collection documents and their details, site coordinates, answers to deviations and the visit login for that site will be deleted.
    • End Visit: This button ends my visit to the store. If there are deviations or any mandatory questionnaires that need to be answered first, based on the MWParam REQUIREQUESTIONNAIRESANSWERED , the app will navigate me to the corresponding page to finish any pending issues. If there are not any, the visit will be flagged as closed and a prompt to sync with immidiately with the server will appear. The VisitLogin.LogoutDateStamp is also updated when the visit ends. After this procedure, the visit is shown on the list as done and opening a visit on the trader site creates a new record as it is not possible to edit done visits.

      Discard Visit example: I have a visit open and I press on the ellipsis button. I pick the Discard Visit option. Any inputs I have done on that visit will be deleted. A confirm message will warn me of that fact. When a visit is discarded there will be no record on the mobile database that this store had a visit started as the VisitLogin record for that visit will be deleted.

End Visit example: I press the ellipsis menu to end the visit. If the param mentioned above is registered true on the db and I have mandatory questionnaires or deviations to answer, the app will navigate me to that page. Then the visit will end and a prompt message will ask me if I want to sync the visit immidiately with the server. When the visit ends, it will move to the bottom of the visit list. If I have synced it, it will have a label "Synced" on it.

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