Customer

A Customer is an individual or business that purchases products or services from you. Here, you can manage customer details, track their transactions, view balances, and monitor their purchase history.

From here you can see all the customer list with details such as:

Contact Id: You can see the contact id of the customer.

Active: You can see the status of the contact if the contact is active or not.

Customer Name: You can see the name of the customer.

Phone Number: You can see the phone number of the customer.

Latitude: You can see the latitude.

Longitude: You can see the longitude.

Route: You can see the route for the customer.

Balance: You can see the balance of the customer.

Actions: You can perform multiple actions from here.

By clicking the select button you can perform multiple actions. Such as

• View Details: See the complete information about the supplier.

• Edit: Modify the supplier's details.

• Delete: Remove the supplier from the list.

Search: You can find out any specific customer from the list using the search functionality.

Export Data: You can export the data table from here.

New Contact: If you click on the new contact button it will take you to the add contacts page.

Assign Route: You can assign a route to the customer from here. First select the customer to whom you want to assign the route. Then click on assign route. after that just follow the below steps:

Route: Select the route which you want to assign.

Status: Set the status of the route up or down.

Save: Click on save button to assign the route.

Here, you can also view customer details, including:

• Estimated: You can see the estimated bill of the customer.

• Unbilled Income: You can see the unbilled income.

• Overdue Invoice: You can see the total overdue invoice.

• Open Invoice: You can see all the open invoices.

• Recent Paid: You can see the total recent paid.