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) | 1. Description: |
Customer Code (Web form); Partner Code (Excel template) | 1. Description: |
Mobile Number (Web form); Phone Number (Excel template) | 1. Description: |
Latitude; Longitude | 1. Description: |
Full Name (Web form); Partner Name (Excel template) | 1. Description: |
Address | 1. Description: |
Shipment Time Location (hours) | 1. Description: |
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
- 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
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 in the search field
Filter customer by Transporter
- You can filter customers of a specific Transporter by clicking on Organization field, input the Organization Name of the Transporter into the search bar. The list of all customers of that Transporter will show up shortly
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 2 years ago