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System Requirements General

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Dashboard Sales

Loyalty

E Commerce

Purchase

Accounts

Cost Centre

Organization Unit

Inventory

Customer Supplier Reports

UAE VAT

Customer Route in Accoxi

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. The customer route form also helps the user to appoint salespersons for the purpose of better tracking of your customer information in that particular area.

Key features:

The customer route in Accoxi allows users to create a customer route
Route creation helps the user to maintain a proper distribution channel
Users can easily active or inactive a particular route

Menus available in Customer Route

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

Steps to create new customer route

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

Data available in the 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

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. Edit option

If the user wants to make any changes related 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

6. Inactive option

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

7. 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

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