REP / Routes and visits
Visit customers and record skipped stops
Work through a REP route run, take an order, record why a stop was skipped and review progress.
A route run keeps today’s scheduled stops and their recorded results together.
Work through the route
- Start a scheduled route and check the current customer.
- Use navigation only when the customer has a saved map location.
- Open the customer’s order, review the customer and items, and post it when ready.
- After saving, allow the route to refresh and move to the next pending customer.
- Review the upcoming, missed or all-customer lists as needed.
Posting an eligible order records the scheduled visit. Opening an order form alone does not complete the visit.
Screenshot coming soon
Skip a stop
Choose the skip action, select the actual reason—such as Shop Closed, Customer Not Available, Customer Requested Another Day, Holiday or Other—and add a useful Note. Select Skip and Continue. The visit is recorded as not visited.
Leave and return
Confirm Leave Route Run? → Leave to return to normal Orders. Recorded visits and skips remain saved. Leaving does not delete the schedule or turn pending stops into completed visits.