Adding an incentive payment from Visit Planning

  1. Select Visit Planning on the navigation bar. The Visit Planning screen is displayed.
  2. Select the required account.
    Note: You can create an account or select an existing account.
  3. Click the Green icon in the Calendar section. The Visit Preview window is displayed.
  4. Click the Eye Preview icon. The Visit Execution screen is displayed.
  5. Select Incentive Payment on the navigation bar. The Incentive Payment list screen is displayed.
  6. Click Add. The Add Incentive Payment screen is displayed.
  7. Specify this information:
    Account
    The name or the code of the account associated with the incentive payment.
    Note: By default, the selected account information is displayed.
    Amount
    The incentive payment amount.
    Reason
    The reason for which the incentive payment is added. Possible values:
    • Sell Out
    • Recall
    • Unsellable Item
    Comment
    The additional information related to the incentive payment.
    Note: The default status is HOLD.
  8. Click Save. The details related to the incentive payment is saved.