Day Closing
This routine enables the business agent to analyze all visits made in a certain day with the following search options:
| • |
Positive Customers: Displays customers visited that confirmed orders in a certain day. |
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Non-sale: Displays non-positive customers, that is, the ones not visited, through cases established by the back office. |
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Summary of the Day (Orders): Indicates how many orders were issued for a certain day of visits. |
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Summary of the Day (Invoices): Indicates how many invoices were issued for a certain day of visits. |
This information is not sent to the back office because this routine only shows the business agent the visits made in a certain day in a fast and simple way.
Procedures
Closing the day:
| 1. |
In FDA window, click FDA. |
Main and journal menus are displayed.
Menu routines are displayed.
The day closing window is displayed with four search options.
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admin-IN-c90defc2-7609-4c54-bf05-ec66a6fef3ee-1508157842149-177d6d02-949c-4517-8f02-3db47488fc4d |
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admin-IN-c90defc2-7609-4c54-bf05-ec66a6fef3ee-1508157842149-334fa07d-2555-4894-bfe8-caf7383cdb3c |
| • |
admin-IN-c90defc2-7609-4c54-bf05-ec66a6fef3ee-1508157842149-d68d6b76-308d-453b-9e9e-f10954a74815 |
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confluencepage-497efdfb-1d6d-49ee-9733-b52c17e92f2c |
| 4. |
After checking the desired search, click Exit. |
The system returns to the main window of FDA.