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Set Up and Maintain Retail Execution

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Set Up and Maintain Retail Execution

Set Up a Route Template

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Set Up a Route Template

Use route templates to set up route types for various markets, and assign tour templates and visit types. Create various reusable routes by using route templates and in turn, create van-sales tours from the routes for warehouse drivers.

Required Editions

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

User Permissions Needed
To create or modify a route template:	Direct Store Delivery for Consumer Goods Offline Mobile App

Note You can't use an inactive route template to create routes.

From the App Launcher, find and select Route Templates.
Click New.
Enter the route template name, description, and sales org.

Note You can’t edit a sales org after you create the route template.
To associate a route template with a tour template and visit template, select the relevant tour and visit templates.
Save your changes.

Note To delete a route template, use the Delete button on the Details page. You can’t delete a route template if an active route is referencing the route template.