Knowledge base
MultiRoute · Field Rep

A Day in the Life

The complete sequence of a rep's workday — from opening the app in the morning to closing out at night.

Start of Day
Open the app and log in
Enter your password and tap LOGIN. The login screen shows your rep ID, name, and route. If the device has no license yet, you'll be prompted to configure one first.
Sync — download today's data
Tap Sync from the main menu. The app downloads your customer list, products, prices, promotions, and any pending invoices for the day. Always sync before heading out.
On the Route
Repeat for each customer
Loops
Arrive at the customer
Find the customer on your route list and tap their name. The app can automatically log a check-in when you open a transaction.
Auto
Take an order
Browse the product catalog, add items, apply promotions, and have the customer sign. The order syncs to the warehouse when you next connect.
Pre-Sales Order Guide
PRESALES
or
Make a delivery
Deliver against a pending invoice from the truck. Select products delivered, capture the customer's signature, and complete the transaction.
Delivery Guide
ROUTE / DSD
Collect payment (if applicable)
Apply cash or check against open invoices. Get the customer's signature to confirm the receipt.
Payment Collection Guide
Optional
End of Day
Make a deposit
Bundle all cash and checks collected into a bank deposit slip. Take a photo of the physical slip and confirm the total.
Deposit Guide
Sync — upload everything
Run Sync again to upload all orders, deliveries, payments, and deposits to the office. Do this before settling so all data is on the server.
Settlement — close the day
Review the day's totals — sales, collections, and deposits. Confirm to generate the settlement report and clear the device for tomorrow.
Settlement Guide
Day complete ✓