- From the Operations page, click the red three-dot menu
- Click Create Visit
- Select a POS
- Select either Service or Collect (enter cash bag # if it is a collect visit))
- Click Assign a Route and select the preferred route
- If necessary make changes to the current inventory in the Current actual column
- or make changes to the Adds in the Add actual column
- Click Save
*Check the Adds column to make sure the adds are not being pulled through from a recent pick order.
*Created visits are for the current date, users cannot add visits in the past
PDF: How to create a visit in VMS