> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/field-sales/add-customer-from-the-mobile-app.md).

# Add Customer from the Mobile App

### Add Customer <a href="#add-customer" id="add-customer"></a>

In the mobile app, AiFlo allows you to add customer in the following ways:

1\. Add customer individually

2\. Add customer from Today Plan

3\. Add customer for Selected Route

### Add Customer Individually <a href="#add-customer-individually" id="add-customer-individually"></a>

In AiFlo app select the **Field Sales**

<figure><img src="/files/lNkpMk95NIl3IdEBM2cq" alt="" width="185"><figcaption></figcaption></figure>

In the menu, click on the **Customers**

<figure><img src="/files/mN8FgngHI07iENs9q1Gh" alt="" width="182"><figcaption></figcaption></figure>

**Allow** to access the device **Location**

<figure><img src="/files/vTx4aOsii0hSjef5wjNr" alt="" width="166"><figcaption></figcaption></figure>

Add all the details and **Save**

<figure><img src="/files/4LxsK7xJ5FmwFbwrIHrk" alt="" width="180"><figcaption></figcaption></figure>

Newly added customer will be in the first position on the list

<figure><img src="/files/tNLXQi788lQqalRysKzB" alt="" width="180"><figcaption></figcaption></figure>

### Add customer from Today Plan <a href="#add-customer-from-today-plan" id="add-customer-from-today-plan"></a>

To add a customer to the Today Plan, click on **Today Plan**

<figure><img src="/files/sGTibYDATHFUJww6yEcH" alt="" width="180"><figcaption></figcaption></figure>

**Allow** to access the device **Location**

<figure><img src="/files/Txv3yxYz2e7YBCqdjScT" alt="" width="166"><figcaption></figcaption></figure>

On **Today plan** page, click on **+Customer**

<figure><img src="/files/dXSTnAXWVEbeRTftbsoJ" alt="" width="180"><figcaption></figcaption></figure>

Add all the details of the customer and **Save**

<figure><img src="/files/csI9lFPXH5kNhDO6xARU" alt="" width="180"><figcaption></figcaption></figure>

Newly added customer will be in the first position on the list

<figure><img src="/files/wQtTKyLNdcTy88jdSFM3" alt="" width="180"><figcaption></figcaption></figure>

### Add Customer for Selected Route <a href="#add-customer-for-selected-route" id="add-customer-for-selected-route"></a>

In Today Plan, select the **route** to which you want to add a customer

<figure><img src="/files/CnTR0uaOzQ3o0nMrzRss" alt="" width="180"><figcaption></figcaption></figure>

Click on the **+Customer**

<figure><img src="/files/Nidz6FZAkOt6tcA698Ye" alt="" width="180"><figcaption></figcaption></figure>

In the Customer details form, **Route** will be filled **automatically**, add the rest of the details, and **Save**

<figure><img src="/files/BJKMtkSmJ2kGIzg0bR5V" alt="" width="180"><figcaption></figcaption></figure>

The Customer will be added under the selected Route

<figure><img src="/files/WtvtMzSRXqXGzMCBgHR3" alt="" width="180"><figcaption></figcaption></figure>

### Customer Activity <a href="#customer-activity" id="customer-activity"></a>

#### Edit Customer Details <a href="#edit-customer-details" id="edit-customer-details"></a>

Select the customers

<figure><img src="/files/fs3heKuB2dBoq1SwzAbB" alt="" width="181"><figcaption></figcaption></figure>

In the **Customers,** click on the Actions (3 vertical dots)

<figure><img src="/files/oBjjX6V0LzPi8lYwM0pl" alt="" width="180"><figcaption></figcaption></figure>

In the pop-up, click on the Edit option

<figure><img src="/files/vD2OxqW5a7PX3OEpYdGU" alt="" width="180"><figcaption></figcaption></figure>

**Allow** to access the device **Location**

<figure><img src="/files/gUc4MXV51bqnGqkfUSnX" alt="" width="166"><figcaption></figcaption></figure>

Edit all the details and **Save**

<figure><img src="/files/pQGrXUdQhUHOXU0VI83y" alt="" width="180"><figcaption></figcaption></figure>

#### Update Customer Location <a href="#update-customer-location" id="update-customer-location"></a>

Select the customer

In the **Customers** click on the Actions (3 vertical dots)

<figure><img src="/files/6B1Q3FqIbJGtZC1qVTpW" alt="" width="180"><figcaption></figcaption></figure>

In the pop-up, click on the **Update Location**

<figure><img src="/files/P8nmlNyMHMWCTAUCizyL" alt="" width="180"><figcaption></figcaption></figure>

Allow to access the device location

<figure><img src="/files/t3oZxsKrpLbeLwzqwGsD" alt="" width="166"><figcaption></figcaption></figure>

A message that the location has been updated will appear on the top

<figure><img src="/files/IDH5UB6LTM4kiuqxv5io" alt="" width="184"><figcaption></figcaption></figure>

#### Delete Customer <a href="#delete-customer" id="delete-customer"></a>

In the **Customers** click on the Actions (3 vertical dots)

<figure><img src="/files/kWmJxbX42swleeGidlDG" alt="" width="177"><figcaption></figcaption></figure>

In the pop-up, click on **Delete**

<figure><img src="/files/pKuIQATOgVG6qXozp9v5" alt="" width="175"><figcaption></figcaption></figure>

Give your confirmation in the **popup** and the record will be deleted

<figure><img src="/files/ATPzqeO7N2of7XG2wooR" alt="" width="170"><figcaption></figcaption></figure>

Last updated 10 December 2025
