Route-EXCELerator
 Product Detail Description Account Summary Tab
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The “Acct. Summary.” Tab provides a snap shot of all accounts within each route. Included are the Route and Account / Machine name, Last Visited date, which is the latest date visited during the current month, or after the month is completed it is the last date visited for that completed month. Also, if you make more than one visit within a week then it always reflects the most recent visit. Finally all items purchased for that location / machine. Also if a visit was made to a machine but it was not filled, the date is denoted with a “NF” at the end of the date (see Daily Data Entry Procedure in Support and Procedures). If the location was not visited in the month an “N/A” is placed in the cell adjacent to the locations not visited. Next, there is the “Total (Units) Sold “which has the overall total for the month. Then each location / machine total going down the column. This is followed by the individual brand totals. The brand totals are for the entire month. After the month is completed, this tab can be copied into a new sheet and transferred to the Pock PC for reference when on the road. See “Coping History Files to the Pocket PC”, in Support and Procedures.
Copyright © 2006
Mountain Top Enterprises, Inc. |
The Route-EXCELerator All these fields are automatically updated as daily Data Entry Sheet information is copied at the end of each day throughout the month. Product Description Links: The “Daily Totals Area on the Overall Totals” tab Site Month To Date & Est. Freq. Tab
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