Visit creation and visit sequence for tours
Key Takeaway
When you create a tour from a route with "New Tour via Route", the system creates one visit for each customer on the route and associates each visit with the tour.
In Direct Store Delivery, a tour is a van-sales trip for a warehouse driver. Each customer stop on the tour is a visit. Visits get onto a tour in two ways: the system creates them when you build the tour from a route, or you add them yourself with "Create Visit". The visit sequence sets the order in which the driver works through the visits. You can change the sequence after the tour exists.
Tours created from a route
You can create tours from tour templates or from routes. When you create a tour from a route with New Tour via Route, the system creates one visit for each customer on the route and associates each visit with the tour.
The new tour starts with the status "Initial". The system prefills the tour from two places. The tour template supplies the tour details, tour checks and tour object references. The route supplies the warehouse, user and vehicle details.
Priya plans deliveries for a beverage distributor. Her route "Riverside Thursday" lists four customers: Corner Market, Bay Grocers, Lakeside Deli and Park Cafe. She creates a tour from this route with New Tour via Route. The system creates four visits, one for each customer, and associates each visit with the new tour. The tour opens with the status Initial. Its warehouse, user and vehicle details come from the route. Its tour checks come from the tour template.