Customers
Customers

Customers

đź“– Afaqy Knowledge Base / AVL / Customers

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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:

Column
Description
#
The sequence number of the customer in the table (Indelible).
Is visible on map
The visibility of the customer on the map.
Name
The customer’s name (Indelible)
Type
The type of the customer.
Status
The status assigned to the customer.
Customer Type
Defines the relationship level (e.g., Company vs. Individual)
Actions
Available actions such as edit, delete, etc. (based on permissions).

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

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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:
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Editing Customers

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To modify customers’ data, follow these steps:
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Exporting Customers

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

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

Customer Activity & Auditing

Users can monitor customer-related activity through:

  • Customer Reports
  • Activity Logs
  • Contact History

These insights help track interactions and changes associated with customer records.

Best Practices

  • Assign accurate contact information for each customer.
  • Use clear and recognizable customer names to avoid duplicates.
  • Review inactive customers periodically.
  • Ensure customer locations/addresses are accurate and up to date so they can be selected reliably during job order creation and routing.