Bulk Route Plan / Permanent Journey Plan add and Update in SOKRIO DMS

Preparing a PJP for your salesperson one by one is a huge manual task and boring too. So let's check how we can do it in one shot by following simple steps..

Step One: 

Visit the Sokrio web account and Follow Tracking>Visit Plan

Step Two: 

Click on the Add button in the right Top Corner 

Click the Bulk Option and Download the Sample File after selecting the Time Span

Step three Prepare the PJP as per the sample format shared in the CSV file, and Save it as in Comma Delimited file format. 

Here is the Preview of the format, Prepare the file like this and upload it on Sokrio. 

A successful message will appear in The top corner with a Green color, And you will be able to view the updated list that was added

Note: Sample format is different in Tour Plan, So please check before you are uploading the file in Apps

here is the sample file of Tour Plan format. 

Please feel free to contact support for any queries, 

Thanks