The Operations page shows all scheduled POSs in the Gimme VMS account. From the Operations page, you can create visits and invoices, schedule deliveries, and generate pick orders and visits. You are also able to see the progress of a visit on the operations page.
Calendar (1): Use the calendar arrows to navigate between days or select a specific date range
Routes (1): Use to filter routes for specifically scheduled visits
POS Type (1): Use to filter the view to specific POS type(s)
Visits (2): This toggle displays all scheduled visits for the day or date range
Exceptions (2): This toggle displays POSs that may have a high/low balance, stockouts, or missing DEX
Help Desk Button (3): Provides information on the most recent version of the Gimme VMS app and resources for assistance
Three-dot menu (4):
- Create Visit: Adds a scheduled visit to the operations page
- Select a POS, visit type, and assign a route to create a visit
- Create Invoice: Creates an invoice for a visit
- Select a route, POS, and add products to create the invoice
- Schedule Delivery: Adds a Delivery POS to the schedule
- Select a delivery date, route, POS, and products to schedule a delivery
- Driver Check In: End-of-day reporting for routes
- Includes reports for all visits, collect, and bring backs.
Generate Pick Orders (5): Creates a PDF of selected pick orders
- Ensure you select route(s) before generating pick orders.
Visits on Day PDF (5): Creates a PDF of the visits by the driver
- Ensure you select route(s) before generating the PDF.
Views Toggle(6):
- Visit Card: Normal view that shows all the scheduled visits in real-time.
- Detailed View: A high-level snapshot of visit details.
- Accountability View (eye icon): Provides a quick snapshot of visit details for daily activities and date ranges