Customer Route in Accoxi

Customer route in Accoxi helps the user to assign routes to their customers.

Customer Route in Accoxi

Customer route enables the user to assign a particular route to their customers in order to set a proper distribution channel. Proper customer route planning helps the user to access their customers easily and can also deliver goods without any delay. Customer route in Accoxi helps the user to assign routes to their customers. Users can set these routes while creating customers and can also generate route-wise party reports. Customer route form also helps the user to appoint salespersons for the purpose of better tracking of customer information of that particular area.

Customer Route

Key features:

  • The customer route in Accoxi allows user to create a customer route
  • Route creation helps the user to maintain a proper distribution channel
  • Get more loyal customers
  • User can easily active or inactive a particular route

Customer Route - Navigation
  • Click on sales Section
  • Select customer route

Menus available in Customer Route

Customer Route - Menu

1. Filter option

  • Filter options in customer routes enable the user to filter a particular route name. Users can click the filter drop-down list or enter the route name directly on the search bar.

2. Refresh button

  • If the latest data is not displayed then click on the refresh button

3. Add a new option

  • Add new option enables the user to create a new customer route

4. Export option

  • User can export their data in excel format
  • Click on the export menu and the user can select the location and save the data

5. Status option

  • User can set their route either active or inactive. If there is no customer for a particular route then the user can change the route status to inactive

6. Edit option

  • If the user wants to make any changes relates to the customer route, then it can be done through the edit option. By clicking on the edit option user can make changes to the route name and remarks

7. Inactive option

  • On the status menu, the red color indicates the details of inactive customer routes

8. Pagination control

  • It controls the page navigation and the page size. Page size can be set to 10,20,50 & 100. While clicking on the Go Button (>) user can jump to the said page

 

 

Steps to create new customer route

  • Click on customer route under sales section
  • Click on the add new button on the top left side of the page
  • Enter the new customer route information in the “Route Name” field
  • Enter any remarks if any,
  • Click save button

Steps to Create  Customer Route

Data available in Customer Route Table

Field

Description

#

Serial number of data in the table

Route Name

The particular Customer Route name

Remarks

Remarks relating to Customer Route if any,

Type

Customer

Status

It shows active or inactive Customer Route

Edit

User can edit the particular Route name

Frequently Asked Questions?

01How do I filter Customer Route?

  • Click on Sales Section → select Customer Route
  • Filter option is available on the bottom of customer route page
  • User can filter it by entering Route Name. Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter down arrow option you can give the details into the fields directly.

02How do I Edit an existing Customer route?

  • Click on Sales Section → select Customer Route
  • On the right side click on edit option
  • User can edit Route Name and Remarks if needed

03How can I create a New Customer Route?

  • Click on Sales Section → select Customer Route
  • On the right side click on ‘+ Add New’ option
  • Enter the Route Name and provide Remarks if any
  • Then click Save

04How can I export Customer Route data?

  • Click on Sales Section → select Customer Route
  • Click on the Export button at the top right corner near the +Add New button. Select the file location and click on save

05Is there any customer route available?

  • Yes, user can access route wise party report from the report section

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