Customers make a business go round. Without them, we'd still be at the drawing board. Having a database of customers allows you to track all their information in one place. You'll be able to manage information such as tax terms, the days your customers can receive products, and their shipping and billing information. All this, along with your customers' Order Portal login setup.
If you would prefer to watch a video on how to manage customers in Routeique™, you can click on the video below. Otherwise, continue reading for more detail!
Add a Customer
Creating a new customer is easy. From any page, select 'Customers' from the main menu on the left side of the page. Click 'New Customer' from "Customers" drop-down to open the new customer page. On this page fill in the mandatory fields, marked with a red asterisk, and any other information you find relevant.
- Fill out the customer information and their basic billing information, then click 'Next'.
2. The button will bring you to the customer profile page. Click on the edit icon for the 'Shipping Information and Contact Information,' and a form will appear. Note: The Billing Information, Shipping Information and Contact Information, Routes and Schedules, and Terms, Tax, and Price Plan must be filled out before you can make the 'Customer Status' Active.
By checking the 'Same As Billing Address' box, all fields associated with the billing address will auto-fill based on the information you previously filled out. The Longitude and Latitude boxes will be automatically filled out, creating a unique identifier we call "What 3 Words". This is a code unique to your location and will be used to verify certain functions throughout the platform. If your shipping address changes, the 'What 3 Words' code will change with it.
Finish off by filling out the name and contact information. Make sure all the relevant fields in the Shipping Information and Contact Information box are filled out, then click the 'Update' button.
3. Selecting 'Add Route', lets you place your new customer onto an existing route and designate delivery days. If you need to create a new route for this new customer, see Add and Edit Routes.
Note: when you add your customer to a route, make sure to consider location. You can see the map of where customers are located by clicking on the Routes and Schedules link in the sidebar. From there, selecting the map icon will display a map with all customers situated on that specific route. If something looks out of place, you can always change the route again on your 'Edit Customer' page.
To view the map of all your customers on a specific route, check out our Optimize Your Routes guide.
4. The last step of ensuring your customer is activated and can be used for orders is filling out the Terms, Tax, and Price Plan options. Once you have updated the mandatory fields, the customer can be activated and also added to Financial Hub using the toggle provided.
You can search for created customers using the Search Customers page located in the menu. Enter some search filters and click 'Search'. You can edit an existing customer by clicking on the green 'Edit' button in the left-hand column.
From this screen, you can also create a new customer by clicking the blue 'Add Customer' button in the top right corner.