What is Route Review and what does it do
Route Review is an Option to click on inside of OTS on the Main Menu. This option lets you select a Date Range to see all the Invoices Sold within those dates.
Previously, we removed all prior invoices out of the mobile device every time after completion of an end of day communication. Moving forward we will be keeping one month's worth of Pass Invoices in your HH to review.
- Tap Route Review from the OTS Main Menu
- Route Review will display the current day's information.
- You have the option to Click All Invoices or Choose a Date Range
*Note Invoices are only kept for one month so nothing will show up past 30days - To filter from All invoices to a specific date range. Tap the Range button. Then tap the Start and End dates to pick specific dates.
- Select the date and tap the Set button.
- You can view the sales by tapping the specific tab: Accounts, Categories, and Items.
NOTE:
When viewing the account under Service Account you can see the sales made today and for the past month.
Definitions
Posted- Invoices sold TODAY and not yet sent in on a Communication
Sent- Invoices sold previous to today and have already been Communicated in
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