Executive Visit Plan
One workbook with a separate tab for every executive selected for the day.
Morning workflow
Finish each step in order
The next step opens only after the current step is completed without unresolved errors.
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Month-wise records
Sales and Collection Masters
Current master data
Party Master
View or download
Generated Plans
Sales Back-office Plan
Sales calls due today, separated into executive-wise tabs.
Collection Back-office Plan
Collectible amounts due today, separated into executive-wise tabs.
Audit and configuration
History & Settings
Company holidays
Sundays are already non-working. Add special holidays here.