training

Objective:
Develop a Sales Visit Planning module integrated with the existing Expense Management system to enable sales executives to plan site visits, capture visit details, and submit expenses for approval.

Business Requirement:
Sales executives frequently visit customer locations for site surveys and business development. The system should allow managers to plan visits, assign executives, track visit progress, and manage visit-related expenses using the existing expense approval workflow.

Scope:

1. Sales Visit Planning
- Create Sales Visit Plan
- Assign Sales Executive
- Select Visit Date & Time
- Customer Name
- Contact Person
- Contact Number
- Visit Address
- GPS Location (Latitude/Longitude)
- Expected Capacity
- Purpose of Visit
- Remarks
- Visit Status:
- Planned
- In Progress
- Completed
- Cancelled

2. Visit Execution
- Executive can view assigned visits.
- Start and complete visit.
- Capture GPS location.
- Upload site photos.
- Add visit remarks.

3. Expense Management
Reuse the existing Expense Management module by introducing a new expense classification:
- SALES_SITE_SURVEY

Supported Expense Types:
- Travel
- Fuel
- Food
- Hotel
- Parking
- Toll
- Local Transport
- Customer Meeting
- Miscellaneous

Each expense should be linked to the corresponding Sales Visit.

4. Approval Workflow
Existing workflow will be reused:
Sales Executive
→ Sales Manager
→ Finance
→ Payment/Reimbursement

No separate approval process is required.

Database Changes:
Enhance the existing Expense table by adding:
- classification
- visit_id

Acceptance Criteria:
- Manager can create and assign Sales Visits.
- Sales Executive can view assigned visits.
- Sales Executive can complete visits with remarks and photos.
- Expenses can be submitted against a Sales Visit.
- Existing expense approval workflow functions without changes.
- Reports can filter expenses using the SALES_SITE_SURVEY classification.