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Route management

Web App

About FieldPro
About Route Plan / Management
Types of Route Management
Pre-Plan / Assigned
Self Service
Supervisor / Management validation
Single Mobile user autonomy
Route plan compliance report
Cost implications
Use cases
The flow
Fleet Management

About FieldPro

FieldPro is your partner in the field helping you to connect the dots in your last mile ecosystem. We leverage a web and mobile application to help you understand your field team's activity and gather more insights by registering field data (sales, retail audit, technical intervention, etc.).

About Route Plan / Management

Route management is the planning and optimization of routes for the field team. Route management can help the field team improve their visit efficiency and coverage. Route management reports help the management to have a clear view/plan of the visits with respect to optimized routes.

Types of Route Management

FieldPro system has different ways of route planning:

1. Pre-Plan / Assigned

This is a way of route management that involves uploading the route plans on the customer list. These can be done in two ways:

Route/visit day uploaded to the visit list from the backend / WebApp by the Management / Supervisors. This is the recommended route planning.

Routes are populated by the Mobile user prior to the actual visit. This can be done when creating the item or on the first visit.

Once the routes have been planned we can configure the system to prevent mobile users from selecting / visiting other customers outside their journey plan.

A pre-plan route management can either be:

Cyclical - The ability for a customer to be visited on different days at a two or more weeks cycle.
i.e Week 1 customer X can be visited on a Monday and in Week 2 the same Customer X can be visited on a Thursday for instance.

Standard - The customers on a standard route plan have fixed visit days/route, they don’t change from one week to another like what we have on the Cyclical plan.

2. Self Service

Routes are planned/defined by the Mobile user through a simple workflow.

Through the workflow, they select the customers/ customers to be visited on the different days of the week. Once this workflow has been filled and submitted it updates the attribute “Visit Day” on the list and the Mobile user can see, filter and visit customers based on this plan.

This self-service route management is usually done for companies for which the weeks are really different from one to another.

Workflow route planning has two key options:

Supervisor / Management validation

Before beginning the visits, a user should fill in all the customers to visit for that week/month. Then assign them to their supervisor for approval.
A supervisor can add/remove some of the customers selected to fit the route plan, and then validate. The validated plan is viewed by the assignee / Mobile users and after the plan has been validated, It automatically updates an attribute in the customer list “Visit day“.

Single Mobile user autonomy

In this type of self-service route plan, Mobile users don't require validation from their supervisors, they plan their week and follow it independently.
Supervisors however have the visibility of the routes/plan done by the Mobile users on the FieldPro WebApp interface.

As a self service route plan is done on an interval i.e. Weekly or Monthly. The system is designed to remove/clean last weeks / month route and prefills with the current / updated plan done by the users.

For Weekly Plan Sunday is consider as the beginning of the Week and all the plan that was done the previous week is removed in reediness for the new plan done for the coming week.
A self service route planning is ideal for route planning that is more fluid / change frequently. It’s considered a complex way of planning routes

For all route management type, the mobile user will be able to filter, on the mobile application, the current day, and only the customers planned for this day will be displayed on the map.

Route plan compliance report

Management / WebApp users get interactive route plan compliance reports based on the visits and routes taken during the visits. Some of the KPIs provided are;

Customers in portfolio - This refers to the total customers (If a filter is applied it means the total customers assigned to the user/users whose filter has been applied
Unique customers to visit - The total distinct count of the customers planned to be visited in a given week.
Customers to visit - This is the total count for all the customers to be visited in a given week without taking into consideration the double count.
% Planned Coverage - That’s the share of the customers to be visited against the total customers
Customers planned vs visited
Customers planned - These are the customers who have been planned to be visited on that given week/month
Customers visited - These are the customers who were visited in a given week /month based on the filter applied
Customers visited (not planned) - These are the customers who were visited yet not planned. They could have had urgent deliveries/requests or the user failed to follow the planned route.
% Compliance to route plan - This is the % of route adherence, customers planned (Customers planned and visited / Total customers planned 100)
Achieved coverage - This is the planned and visited share against the total customers in the portfolio

Cost implications

Based on the route plan you choose we have its cost implication that is mainly attributed to its complexity in configuration and maintenance.

Use Cases

1. Sales reps plan their week/route

One of our clients in East Africa is using the self-service route plan with their sales reps, the sales reps plan their week on Sunday and during any day of the week, they go to the Map and filter on the customers they need to visit. With the capability of seeing customers near them on the Map, they can optimize their route.

The Supervisors on the other App keep track of the compliance, visits and the team's output i.e Sales recorded through the different routes.

This has helped them reduce the amount of time wanted on an irregular unplanned visit and improved the output of their visits and coverage.

The Flow

Sunday (Opening & Closing)

Sales reps review their previous week’s visit

Once they have reviewed they select through the self-service workflow the customers to be visited in the coming week


Sales reps go to the Map and apply a filter on the day of the week they are in i.e Monday

Once a filter is applied they will see the customers to be visited on that day

Through the Map, they see a clear route that they should take i.e Customers near their location at any given time.

They visit the customers and fill in the Visit workflow

Fleet Management

Fleet management refers to the process of overseeing and organizing a company's vehicle fleet. This involves various tasks, strategies, and technologies to ensure efficient and cost-effective operations.

Fleet management is crucial for businesses that rely on vehicles to deliver goods, provide services, or transport employees. It can apply to a wide range of industries, including transportation, logistics, construction, utilities, and more.

FieldPro Fleet aims to Improve the efficiency and effectiveness of the Van Sales Men (VSMs)by optimizing their loading of commodities and routes.

We have built a system that recommends Van Sales Men (VSM’s) what to load on the track for the day based on customer purchases history for the customers in their route on that particular day.

The system will take into account various factors such as distance, traffic, cluster optimization, and monthly target completions to provide the best possible routes for the Van Sales Men (VSMs).
It also recommends what sales to push at each customer store.

The Key advantages of FieldPro Fleet are:

Reduce vans Out Of Stocks

Reduce missed-sales opportunities

Avoid vans time loss and cost of needing to go back to warehouse for refill

Reduce vans traveling distances and time spent in traffic through optimized routes

Reduce fuel consumptions (studies show that Optimized routes help save up-to 20%-30% of fuel)

Reduce carbon footprint impact (500 VSMs saving 5km of distance traveled per day = 2,500 km saved per day = 0.75M km saved per year = 150T of CO2 saved per year

Loading optimization
The system takes into account the monthly targets completions of each retailer and the available space in the van to optimize the loading of the van. The VSM driver will be able to see the recommended loading plan on their mobile application.

Route optimization
The system uses google fleet management to determine the optimal order of retailers to visit based on distance and traffic. The VSM driver will be able to see the recommended route and can opt not to follow route.
The optimal route is (re-)calculated at route start and each time a visit is completed. We also track if the VSM has deviated from the optimal route.

Ideal steps in Fleet management

Step 0: A pre-defined daily route-plan (weekly recurring) is set for each VSM. Each route contains the number of retailers.

Step 1: Based on his/her route, the VSM looks at the app and sees a loading guide based on the retailers purchase pattern of his portfolio as well as his/her own sales targets.

Step 2: The VSM starts his route and can then see on the Mobile App the optimal route (retailers order of visit and best way to get there) he needs to follow based on the traffic and distance between the outlets.

Step 3: The VSM arrives at the retailers premises, he checks-in (GPS + Barcode scanning)

Step 4: The VSM can see a sales guide where he can see the recommended sales for this particular retail for each SKU.

Step 5: The VSM makes his sell and move to the next outlet as suggested by the route optimization.

Updated on: 15/09/2023

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