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Set Up and Maintain Retail Execution

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Set Up and Maintain Retail Execution

Edit Customer Sequence in Routes

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Edit Customer Sequence in Routes

Reorder the sequence of the customer in a route by providing the sequence number or use the drag-and-drop feature on the Edit Sequence page. Drivers execute the tasks and the visits for customers based on the customer sequence set in a route.

Required Editions

Make sure that multiple customers are added to a route.

Available in: Lightning Experience in Performance, Enterprise, and Unlimited Editions with the Consumer Goods Cloud enabled

User Permissions Needed
To edit the customer sequence:	Direct Store Delivery for Consumer Goods Offline Mobile App

When you add customers to a route, the system automatically creates a corresponding visit for each customer in the route and associates it with the tour (by using route). To determine the customer sequence and visit sequence, manage the customer sequence in a route.

From the App Launcher, find and select Routes.
Select a relevant route and go to the Related tab.
Click Edit Sequence.
Provide or modify the sequence number in the Sequence field, and then save your changes.
The sequence number must be unique and greater than zero.