Customers

Manage customer master data used for eligibility and route planning.

Columns: Code, Name, Address, Latitude, Longitude, CustomerType, Tier, Potential, EstimatedVisitMinutes

Add Customer

Code

Name

Territory

Address

Latitude

Longitude

Customer Type

Tier

Potential

Opening Time

Closing Time

Estimated Visit Minutes

Active

Location

Click the map or drag the pin to set the location. Lat -6.91474, Lng 107.60981

Visit Days (legacy daily planner)

Used by the single-day Routing workspace. Monthly Planning ignores this and assigns each customer a weekday (and, for Biweekly customers, a week) automatically based on Customer Type.

Code	Name	Territory	Type	Tier	Potential	Visit Days	Status	Actions
No customers yet.