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Customer information section

The customer information section provides general information regarding your customer base.

Click the 'Customer' button in the menu bar to access customer information

Customer information Overview

Once navigating to the customer information section you will be presented with a list of all the customers for this collection.

The map will show a overview of the customers physical location. Pin's are combined when multiple locations are close to each other. You can zoom into the map to see each location in detail.

Customer information Details

Once a customer has been selected, a detailed overview will show with all the information of this customer. When a pin is available for the customer, the map will automaticly zoom in to give you a overview of the physical location.

The customer can have multiple shipping locations. When selecting the "Ship to" you're able to see an overview of all known shipping locations.

Customer selection and Shipping locations can be reviewed and changed before placing orders. For more information see Order Reviewing.

available customer information

  • Customer Name

  • Customer No.

  • Address

  • Postal Code

  • City

  • Country

  • E-mail address

  • Phone

  • Status

  • Channel

  • Contact

  • Extrafields

Routing & planning

Want to visit the customer? the app also allows you to plan a route. Select the pin of the customer and tap the info icon (i). From here you can set a calculate a route to the customer. see the distance and estimate travel time.

You can plan a route between multiple customers at once with the "Add to route" function.

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