Route supervisor

Welcome. This manual follows the supervisor’s day in JupitaPos Route SalesPOS and points you to the guide for each job, with pictures of the real screens.

Who this manual is for

You lead a team of agents. You decide what they may load, you review what they count at the end of the day, and you check the customers they find. You never approve your own request or your own variance.

• System role: Supervisor (supervisor).
• What you see and what you do not: your team’s journeys, stock requests, closes and variances, the customers they registered, their positions while on duty, and the route reports. Not selling, and not another supervisor’s team unless you are covering for them.

Where you start

• Your landing screen: Field sales → Vehicle stock, on To approve.
• What must be on: agents assigned to you under Team → Field team.
• Working offline: approvals and reviews need a connection; your agents keep selling without one and their work reaches you when they sync.

A day at work

1. Sign in — Sign in.
2. Approve the morning’s stock requests: all, part or none of each line — Ask for stock, approve, dispatch and confirm.
3. During the day, see where your team is on duty — Positions on duty, and selling with no network.
4. Check the customers and locations your agents registered — Review customers and locations.
5. In the evening, review each close and decide its variance — Count the vehicle and close the day.
6. Read the day in the reports — The route reports.

Guides you will use

• Ask for stock, approve, dispatch and confirm — your decision on each request.
• Count the vehicle and close the day — the agent’s count against the books.
• Review customers and locations — duplicates, wrong pins, shops that do not exist.
• Positions on duty, and selling with no network — what is shared, and when.
• Hand over the vehicle’s stock — when another agent takes the vehicle.
• Send stock back, or to another vehicle — returns to the depot and transfers.
• Cover for a supervisor, record a departure, take a vehicle out of service — changes in the team.
• Keep customer records right — edit, merge, archive.
• The route reports — sales by agent, closes, stock.

Quick reference

When something goes wrong

• You cannot approve a request — it is your own, or the agent is not in your team. Another supervisor or the route manager decides it.
• An agent’s sales have not arrived — they are selling with no network; their work arrives when their device syncs.
• A close shows a variance — compare the count with the day’s sales, returns and transfers before you decide it; your decision is recorded with your name.

Getting help

• The route manager sets up products, the depot, agents and vehicles, and decides what you cannot.
• The administrator fixes accounts, roles and PINs.
• The Help Center: Help & Training › Role-Based Manuals in the menu, or the ? at the top of any screen — Find help.

Manuals you can also read

• None: the other role manuals are for jobs with permissions this role does not hold.

What you can do

These are the permissions of the Supervisor role.