Breww has a suite of tools dedicated to building and optimising your field sales visits. All the basic functionality is included in your core Breww subscription, with a couple of advanced features mentioned here requiring an addon for a small extra fee.

To use this tool, your user account must be marked as a Sales person (if it isn't already). This can be done by an administrator user account by going to Settings -> User & security settings clicking on the applicable user & toggling the option. This doesn't cost any extra, and is required for the features to show on your account.

To use the advanced routing options (which we highly recommend as the benefits are huge), you'll also need to have Advanced sales visit routing enabled on your account. Advanced sales visit routing is an addon (see pricing) which is paid for on a per-user basis (you only need to enable it for the applicable users). It comes with a 30 day free trial, so you can make sure you're getting the benefits before paying anything extra. You can also cancel at any time.

You can view your sales route by going to Customers -> View -> Sales visits. If you are an administrator, you can view the routes for all sales people, if not you can only see your own routes.

You can easily schedule a sales visit for any customer, lead or supplier from any of the following places:

We recommend initially planning the customers that you'd like to visit on a specific date, as there are tools available to help you later add additional visits to fill out any spare time with other local customers/leads.

When scheduling a visit, you can enter the duration of the meeting and a start time. In addition, you can optionally enter a "Latest start time". To get the most benefit out of the optimisation features, it's important to understand how these inputs work.

When using route optimisation, we recommend giving start time windows over specific start times where possible, as this allows Breww to choose the optimal start time for you automatically.

Visits can be managed using the buttons on the row of the visit. There's an edit button next to the status to make quick updates, as well as an edit button that allows you to make any changes to the visit, such as start times. Finally, there's a button to open the customer's sidebar to see their recent activity, add tasks and record notes.

Having added each of your customers to your day of visits, if you have the Advanced sales visit routing addon enabled, you can get Breww to plan your day for you in a few clicks. Breww will review all your visits, their required start times (or start time windows) and how long it takes to drive between each. (This leverages our advanced deliveries routing platform for breweries).

When routing, Breww needs to know your start and finish location. You can choose addresses from the select box. The options will be each Site set up on your account, plus any Personal addresses.

Personal addresses, allow you to enter your own home address, or a commonly used hotel, for example. Unlike Sites, they are associated with your user account only and can only be seen/used by yourself or admin users. Personal addresses can be managed by going to your profile (clicking on your photo or initials in the top-right of all pages).

Simply click the Optimise sales route automatically button below the list of visits and Breww will automatically determine the best order to visit each customer to ensure that your meeting start times are met (this is why entering a time range is beneficial over a very specific start time).

The visits will now be shown in the right order, along with helpful information on driving times, distances, arrival times and more for each visit.

You'll also see the route plotted on a map at the bottom of the page.

You now have a perfectly optimised day for sales visits, saving you time and fuel costs.

If you want to get even more out of your day on the road, you may wish to add in visits to other customers/leads that are located nearby. If you have access to the Advanced sales visit routing addon, you'll see an extra button (just above the map) labelled Find others to visit.

When clicking this button, you'll get prompted to filter which customers/leads are shown and then any matching the criteria will be marked on the same map as your existing route. Clicking on a customer allows you to see who they are, open their sidebar with activity history, and quickly add them into your day.

Once you've finished adding everyone extra, please refresh the page and re-optimise your route.