Planning

• Journey Planning

  Prepare field-visit plans for sales representatives, including customer visits and schedules, before those visits are carried out.

  Learn more about journey planning →

• Delivery Planning

  Organize delivery work from existing or predefined orders so it can be prepared before delivery execution.

  Learn more about delivery →

• Plan vs Execution

  Review planned work, assignments, and execution status so teams can see what was prepared and what has been completed.

  Learn more about plan versus execution →

Plan → Execute → Monitor

1. 01

   Plan

   Create visit and delivery plans.

2. 02

   Execute

   Follow the plan and complete field activities.

3. 03

   Monitor

   Review planned work against execution status.

Planning prepares visit and delivery work. Field activities are carried out through Codithic SFA for Van Sales, Presales, Delivery, and Collector work. Delivery plans are based on existing or predefined orders. Assignment, execution, confirmation, and reconciliation follow the relevant operational workflow.

• Organized Field Planning

  Keep distributor visits and field work structured before execution.

• Clearer Delivery Preparation

  Prepare delivery work from existing orders before it is assigned and executed.

• Better Visibility

  Provide a clear view of planned work, assignments, and execution status.

• Connected Execution

  Prepared plans support field and delivery workflows. Those workflows carry out the assigned work.