View assigned Routes & complete tasks
FOS can view the retailers in BSNL Salesport app as per the daily assigned routes:
- Login on BSNL Salesport app.
- From "Hello" screen, go to "Work" tab. (from bottom bar)
- Scroll down to the bottom of screen where you will find the assigned Beat Plan.
- Click on it and you will see the list of retailers assigned on that day.
- From top Calendar bar, you can also send the scroll to different dates of Beat Plan.
- Click "Actions" against any retailer and then choose "Create a Task".
- Now you can select any of the form to fill information . For example, select Location Capture.
- Select territory and stage as "Assign" and then click "Check In".
- The Lcoation Capture form will open. Retailer information will be prefilled.
- Click on GPS icon to cappture the address and Lat Long of the retailer.
- Then click "submit".
- To complete the process, click "Submit Now" again. Retailers location details will be captured in the report.
How to take order via order taking form?
Mobile users will take the order and perform the activity under the assigned Beat routes to complete the Beat Plan. Please follow the steps which have mentioned below : Login on URVA Mobile Application. Click on the Attendance tab or (the User can ...
View & download Beat Plan reports in Urva web
View & Beat Plan Output reports: From BSNL Salesport Homepage, go to Beat Plan reports under Analysis. Under the BEAT PLAN REPORT tab Choose the report that the user wants to view. Click on View or Download. ( You can either view the report first and ...
Assign routes to users
To assign the routes to users under the calendar tab, please follow the steps below: From BSNL Salesport homepage, go to the Calendar under Operations. Under Calendar, click on Planned. Under Planned, choose the user to whom the user wants to assign ...
FOS/RM/Franchise FOS Responsibilities
FOS/RM Responsibilities Dailly Activities: Mark in and Mark Out attendance View retailers View Beat Plan Take orders by retailer visit Mark in and mark out attendance: FOS need to MARK IN at the start of his shift and MARK OUT at the end of his ...
View & download User Report
A web user can view the attendance of field users by using Single-user attendance reports or Multi-users attendance reports. View & download the Single-User Attendance Reports by following these steps: From BSNL Salesport home page, click on the User ...