Add a customer

Steps

1. In the sidebar, open Customers.
2. Click Add Customer. The "Add New Customer" page opens.
3. Under Basic Info, enter the Name (required, in your company's default language) and the Phone. The customer code is assigned automatically when you save.
4. Under Address & GPS, set the location on the map or type the Latitude and Longitude. A new customer cannot be saved without a location.
5. Under Pricing & Credit:
   • Price list: the list sales invoices are priced from. Without it, the rep cannot sell to this customer.
   • Return price list: optional; if empty, returns are priced from the sales list.
6. Under Routing, choose the Route and the Day the customer is visited.
7. Click Create Customer.

A new customer is created Active with credit sales off. To sell on credit, open the customer after creating it, tick Allow credit sales, enter a Credit limit and click Save Changes. A credit invoice is refused if it would take the customer's balance above the limit.

Editing a customer

Open the customer from the list, change the details and click Save Changes. Here you can also change the Status (Active or Suspended). The customer page also has Invoices, Visits and Activity tabs.

Bulk actions

Select several customers in the list, then choose Assign route to give them a route and visit day together, or Assign price list.

Customers added by reps

A rep can add a new customer in the field with an Arabic name and location, and optionally a phone and address. The customer appears in Customers; give it a price list (the rep cannot invoice it until you do) and a route from the dashboard.

Who sees the customer list?

The full customer list is only in the dashboard. A rep sees their route customers and reaches others by search; the app shows no full customer list.