Route-EXCELerator

 

Product Detail Description

Monthly Visit Summary Tab 

How ROUTE-EXCELerator Works

The “Monthly Visit Summary.”  Tab is a summary of dates of each visit made to each account / machine.  The tab has week 1 through 5 for the possible weeks in a month. As Daily Data Entry information is loaded into the workbook, this tab is automatically updated with the date of the visit.  If multiple visits occurred in a single week the most recent visit date is the one that is recorded.  This information is retrieved from the “V-Hist” tab. (See V-Hist tab description).  This tab feeds the “Account Summary” tab visit history information.

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).  Also the total number of visits for the month are listed above the location names and the total number of visits for each week are listed above Weeks 1 - 5.

All these fields are automatically updated as additional daily Data Entry Sheet information is copied into the workbook.

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.