Manage Customers

Locate customer tab

  • Navigate to Partners > Customer List tab
  • This tab lists all the customers
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Create customers

Customer information fields

  • Below is the list of all essential information fields needed for customers of this model

Information field

Description & Input

Organization Name (Web form); Organization Code (Excel template)
(Required)

1. Description:
The Transporter that will deliver to the customer being created
2. Input rules:
Web form:
Click on this field. Input the Organization Name/Organization Code of the Transporter into the search bar, then select from the drop down menu
Excel template:
Copy the Organization Code of the Transporter on Web app, then paste into this cell

Customer Code (Web form); Partner Code (Excel template)
(Required)

1. Description:
The management code assigned to the customer being created
2. Input rules:
Web form:
This code is automatically generated. You can assign a new code by typing into the field
Excel template:
Format: Free-form
Must not contain spaces
For example: "Customer 01" is not acceptable; "Customer_01" is acceptable

Mobile Number (Web form); Phone Number (Excel template)
(Required)

1. Description:
Mobile number of the customer being created
2. Input rules:
Format: Numbers
Must not contain spaces

Latitude; Longitude
(Web form + Excel template)
(Required)

1. Description:
Coordinate information of the customer being created
2. Input rules:
Web form + Excel template:
Format: Must be in Decimal degrees format
For example: 41.40338 and 2.17403
Read this article for instruction: Get coordinates of places

Full Name (Web form); Partner Name (Excel template)
(Optional)

1. Description:
Full name of the customer being created
2. Input rules:
Format: Free-form

Address
(Web form + Excel template)
(Optional)

1. Description:
The number of the house, name of the road, and name of the town where the customer being created locates
2. Input rules:
Format: Free-form

Shipment Time Location (hours)
(Web form)
(Optional)

1. Description:
The time period (hours) allowed to pick up containers at the customer's container parking space
2. Input rules:
Format: Integer number
Type only the value, do not type the unit
For example: If a partner A only allows one hour to pick up containers at their location, type this value into the field: 1

Option 1: Create single customer using Web form

  • Please refer to the CRUD functions article to know the general steps about creating single object using web form

Option 2: Create multiple customers using Excel template

  • Please refer to the CRUD functions article to know the general steps about creating multiple objects using Excel template

Update customer information

  • To update customer information, click on the pencil button to edit the information
  • Please refer to the CRUD functions article to know the general steps about updating objects in Abivin vRoute
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Delete customer

  • Please refer to the CRUD functions article to know the general steps about deleting objects in Abivin vRoute
  • To delete customers you can use the X button to delete single customer or tick all of the customers and select the delete button.
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Export customer list

  • Please refer to the CRUD functions article to know the general steps about exporting objects in Abivin vRoute
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Search and filter customer

Search customer

  • To search for a specific customer, input either their Title, Customer Code, Customer Name, Email or Mobile Number into the search field
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Filter customer by Customer group or Province/City

  • You can filter customer who belong to the same Customer group, or locate in the same Province/City by clicking on the corresponding column, then select the Customer group or Province/City from the drop down menu. Customers who meet the selected conditions will show up shortly
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You can combine several filters for more accurate search results


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