Purpose
This article outlines the Route Summary report that shows an overview of daily routes by Service Date. Each row is a separate route.
- A route must be consolidated to appear in this report.
Process
- Log into the Organization's VMS.
- Navigate to Analytics.
- Select Routes
- Select Route Summary
- Select Date Range
- Press the green play button to pull the report.
URL of Report
your-org.parlevelvms.com/reports/route-summary
Table Columns
- Service Date: The day & date grouping planned service Routes.
- Route - Route Name. Clicking the name opens the Route Summary - Service Detail report.
- Driver - Route Driver name.
- Machines / POS - Number of assets serviced.
- Locations - Number of Locations visited.
- $ Sold - Total value of products sold since the previous service.
- $ CC - Total cashless sales reported since the previous service.
- $ Collected - Total cash and cashless sales collected since the previous service.
- Cashless sales are "collected" from service during Route Consolidation.
- Cashless sales are "collected" from service during Route Consolidation.
- Manual PLs - Number of assets manually marked as serviced instead of with a fill-DEX.
- Items Prekitted - Amount of products prekit.
- Prekitted Cost - Cost of Items Prekitted.
- O/S - The difference between the Expected Cash To Collect and actual Collected Cash amount.
- Green (positive) means more was collected than expected.
- Red (negative) means less was collected than expected.
- Status - Displays 'Consolidated' when the route is consolidated.
- Detail - Clicking the button in this column opens the Route Progress screen.