Customers

The Customers section is primarily used in the Route application to help Afaqy clients manage their own customer records and delivery/pickup locations. Customers represent the organizations, branches, or individuals that your teams serve. Maintaining customer profiles (including locations and contact details) makes it easy to select customers when creating job orders and supports consistent routing operations.

Selecting Columns

To choose columns that display additional details about the customers, click the icon located in the table header. The Customers section includes the following columns:

Adding a customer

To add a new customer:

1. Click the + icon at the top of the Customers table.
2. Enter the required customer details:
• Customer Name
• Contact Person
• Email
• Phone
• Additional information (optional)
3. Click Save.

Once created, the customer will appear in the Customers list and can be associated with units, invoices, or reports.

Customers Management

Importing Customers

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To streamline the process and avoid adding customers manually one by one, users can import them in bulk by following these steps:

1. Click the icon located in the users table header.
2. Select a .csv or .xlsx and press upload.

3. Click Ok.

Editing Customers

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To modify customers’ data, follow these steps:

1. Click the Edit icon in the same row as the user you want to update.
2. Make the necessary changes to the desired field(s).
3. Click Save to apply the changes.

Exporting Customers

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To empower data management and analysis, users can easily export the data of customers by following these steps:

1. Click the icon located in the table header of the respective tab.
2. Select your desired export format, such as XLS, XLSX, or CSV, depending on your analysis needs.

Deleting Customers

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Users can remove customers from the AVL system by following these steps:

1. Select the Delete icon in the corresponding customer's row.
2. Click the List Trashed icon in the table header of the respective tab. From there, users can be permanently deleted or restored using the Delete or Restore icons available in the action column of each customer.

Multi-Unit Follow

Geofences