COPILOT / MY DAY
This indicates when I am within the customer's geofence on MY DAY.
What is PURPLE around the customer box?
What is the DRIVER MANIFEST?
This is the action that I take to receive credit for Executing a Priority.
What is to UPLOAD A PICTURE of the display and tap Execute?
These icons in the CUSTOMER screen takes me to the ORDERING screen.
What is the HAMBURGER icon then the CLIPBOARD icon?
This icon in the ORDER screen takes me to the TOOLBOX.
What is the CLIPBOARD icon? (Located in the top right)
This is the action that I take to LOG a MEETING or LUNCH.
What is tapping the PLUS icon in the top right of the MY DAY screen?
This is how I view NEXT DAY/DAYS OUT DELIVERIES on the Route Info screen.
What is to TAP FUTURE at the top of the screen?
These are the TWO items that I can ADD TO CART within the Sales Actions screen.
What are (1) EXECUTION priorities and (2) INNOVATION?
Savvy SUGGESTS QUANTITY for only this type of SKU.
What are A SKUs?
B/C SKUs are manual inputs
I select this option to write CREDITS on a SEPARATE INVOICE than the order.
What is RETURN ONLY ORDER?
To write on the SAME ticket: RETURN ON CURRENT ORDER
I can SWITCH ROUTES and PERSONAS at this part of the Copilot screen.
What is tapping the TOP RIGHT of the Copilot screen?
I can view TEMP MERCH in one of two of these places.
What is under ROUTE INFO on MY DAY or under TEMP MERCH in the TOOLBOX?
These are the TWO documents attached to an EXECUTION PRIORITY.
What are (1) SUPPORT SALES SHEETS and (2) LOOK OF SUCCESS?
This is what the PRODUCT TREND section displays.
What is the DELIVERY HISTORY for each SKU?
Up to 6 weeks of data displays
This is the action I take to ACTIVATE items.
What is to TAP the CLIPBOARD in the top right and hit INACTIVE?
To DEACTIVATE: swipe right to left on the SKU
These THREE actions require an OVERRIDE CODE.
What are (1) MINIMUM ORDER QUANTITIES, (2) OFF-SCHEDULE DELIVERIES and (3) changing incorrect PRICING?