# How To: Sales Visits

_By Brandon Munn · Dec 20, 2024_

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If further support is required, please contact the support team using the email: [support@premiersystems.com](mailto:support@premiersystems.com)

## **Visit Planning**

Go to **Sales** → **Sales Visits** → **Visit Planning.**

To schedule your day click **Settings**, use this window to select your **Start** and **End** time for the day along with your current address (where you will be leaving from).

Click **Add a Visit**. Fill out the information on the new window. If the **Flexible Planned Start Time** is toggled to **No**, you will be able to move the visit manually but the optimising of your visits will only use the start time you have given.

Click **Save**.

![](https://vault.featureos.app/uploads/attachment/upload/6a0bad849d68caaf933ef4a5ae6b94b9.png)

You can also create visits for **Leads**, **Groups** or **Outlets** by clicking on the pins on the map.

Using **Optimise Visits** works the same as delivery planning, BrewMan will optimise your visits based on your **Start** and **End** times of the **Day** and your **Visits** followed by their **Stop Times**. It will also take into account how long it will take to get from one stop to another. 

![](https://vault.featureos.app/uploads/attachment/upload/6ac37b2b33c1eaab0b7715a362bd0261.png)

To begin your journey to your first stop, click on the **3 Dots** or the **Visit** itself and select **Start Navigation**. This will take you to google maps to begin your route. 

Once you are at your destination, click **Start Visit** on the related visit. This new window allows you to **Create Orders**, see any **Associated Orders** and **Log Communications** you have had with your customer. Finally, clicking **Complete Visit**. Please note you will not be able to create an order for a **Lead** until they have been converted to an **Outlet.**

This will give you a new prompt to create your next sales visit. 

## **Planned Sales Visits**

Go to **Sales** → **Sales Visits** → **Planned Sales Visits**. 

This page shows you all visits that are planned in the given **date range** and assigned to the **selected user**. 

![](https://vault.featureos.app/uploads/attachment/upload/4fc4705605b8231ab88571e98d81a9de.png)

Click **Plan Sales Visit** to add any new visits you wish to add. 

![](https://vault.featureos.app/uploads/attachment/upload/12cb43d6130fdd41d660705b1c7486ab.png)

## **Sales Visit Logs**

Go to **Sales** → **Sales Visits** → **Sales Visit Logs**. 

This page will show any visits that have been **Started** or **Completed** for the day and the user assigned. 

Click **Log Sales Visit** if you wish to add a log against an outlet to show any communication that has been made. 

![](https://vault.featureos.app/uploads/attachment/upload/5817425d5c395a9fd031267b8fa97a0f.png)

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/how-to-sales-visits)