Manage Customers
Locate customer tab
- Navigate to Partners > Customer List tab
- This tab lists all the customers

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


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.

Export customer list
- Please refer to the CRUD functions article to know the general steps about exporting objects in Abivin vRoute

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

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

You can combine several filters for more accurate search results
Updated over 4 years ago