Key Features of Customer Route in Accoxi:

1. Create Customer Routes:
• The customer route feature allows users to create specific routes for their customers.
2. Distribution Channel Management:
• Route creation assists users in maintaining a proper distribution channel for their customers, ensuring efficient and organized delivery or service.
3. Active/Inactive Routes:
• Users have the flexibility to easily activate or deactivate a particular route based on their business needs and operational requirements. This dynamic feature allows for better control and customization of route management.

MENU AVAILABLE IN CUSTOMER ROUTE

1. Filter option

The filter options in customer routes provide users with the capability to narrow down and locate a specific route name. Users can utilize two methods for filtering:

• Filter Drop-down List: Users can click on the filter drop-down list, which will present a list of available routes. By selecting a route from this list, the system will filter and display information related to the chosen route.
• Search Bar: Alternatively, users can directly enter the route name into the search bar. This direct input method allows for quick and targeted filtering based on the specified route name.

2. Refresh button

If the most recent data is not visible, users can update and refresh the displayed information by clicking on the "Refresh" button. This action prompts the system to retrieve and display the latest data, ensuring that users have access to the most up-to-date information in the customer routes section.

3. Add a new option

The "Add New" option provides users with the capability to create a new customer route. By selecting this option, users can initiate the process of defining and setting up a fresh customer route within the system. This allows for the creation and customization of routes to meet specific business requirements and organizational needs.

To create a new customer route in Accoxi, follow these steps:

1. Go to the "Sales" section.
2. Select "Customer Route" from the available options.
3. Click on the "Add New" button located on the top right side of the page.
4. Enter the required information for the new customer route, particularly in the "Route Name" field.
5. Optionally, provide any remarks or additional information related to the route.
6. Click the "Save" button to save the newly created customer route.

By following these steps, you can successfully create a new customer route in Accoxi.

DATA AVAILABLE IN THE CUSTOMER ROUTE TABLE

 4. Export option

Users can export their data in Excel format by selecting the "Export" option. After clicking on the export menu, users can choose the desired location to save the data in Excel format.

5. Status option

Users have the flexibility to set their route as either active or inactive. If there are no customers assigned to a particular route, the user can change the route status to inactive.

6. Edit option

If the user wishes to make any changes related to the customer route, they can do so through the edit option. Clicking on the edit option allows the user to modify the route name and remarks.

7. Inactive option

In the status menu, details of inactive customer routes are indicated by the color red.

8. Pagination control

It manages page navigation and size in increments of 10, 20, 50, and 100. By entering a page number and clicking the Go button (>). Users can navigate directly to the specified page.