# 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FCsO4yW1dReBXb3An4z31%2Fimage.png?alt=media&#x26;token=df9a7136-246d-44a6-92e1-3e91839c51bb" alt="" width="185"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F5QjJmay31DkL9rH0nUkn%2Fimage.png?alt=media&#x26;token=57548947-3d77-434b-8cc2-a9c3e6bd5901" alt="" width="182"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F2MGitt6FPJJEbWJIMSS2%2Fimage.png?alt=media&#x26;token=5141fdc2-9378-4053-a480-b65829f940c9" alt="" width="166"><figcaption></figcaption></figure>

Add all the details and **Save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FkeFJWiqedvWk0iqK9fIx%2Fimage.png?alt=media&#x26;token=b4279232-f58a-48fa-8ca2-c06fcaf337ca" alt="" width="180"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FAsSJCDPcHzs3o3E7KJHE%2Fimage.png?alt=media&#x26;token=782dc5af-744b-4226-b417-5cc43ab7d131" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FumW5svHe0OC5r6UCnQM0%2Fimage.png?alt=media&#x26;token=16139f88-a497-4581-a3e8-d353166a8000" alt="" width="180"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FyTvxr2nYLPmh2g6ktmim%2Fimage.png?alt=media&#x26;token=9712937c-b89f-47d7-80ad-91ed1b756733" alt="" width="166"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FXXCcZFgnVMhCUzd6dtLB%2Fimage.png?alt=media&#x26;token=e1899f87-2ca1-42c6-b0dc-a655050a6356" alt="" width="180"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Frv9z6tHOh7vPaBEwU9iS%2Fimage.png?alt=media&#x26;token=0d22051f-a18b-4899-b539-d6f11450971d" alt="" width="180"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F3VBh3Puy6iQFpAaNjuho%2Fimage.png?alt=media&#x26;token=24e1aaa3-4e15-4150-98ef-2efdb8594fad" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FZYEHrZCJln3l0l9kvJd1%2Fimage.png?alt=media&#x26;token=c43ca202-6dba-4425-b52b-dfb2cc81c9f3" alt="" width="180"><figcaption></figcaption></figure>

Click on the **+Customer**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fjwwuf31KQZhTMZjfmGvC%2Fimage.png?alt=media&#x26;token=e038cb40-d0d9-4353-a616-a4807d6f4592" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FPcqLRm80k8ItOiTIvlYM%2Fimage.png?alt=media&#x26;token=43b11a41-1525-428e-89d7-d2e212d3d2ae" alt="" width="180"><figcaption></figcaption></figure>

The Customer will be added under the selected Route

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FyIM3uCYp3NXsQkuLTcbU%2Fimage.png?alt=media&#x26;token=0b34f4bf-373c-419f-84a3-189f8fc81267" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FDKpJigWLu7BksuQli2Ob%2Fimage.png?alt=media&#x26;token=210ce578-d38e-4396-97d2-ea1bb3cd60f2" alt="" width="181"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FWKk3CzSIgGknfXz02T84%2Fimage.png?alt=media&#x26;token=ec0a3dff-6128-4aad-b44a-f43719de8a63" alt="" width="180"><figcaption></figcaption></figure>

In the pop-up, click on the Edit option

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FAlxEGmkgMX0hEYkT9YW2%2Fimage.png?alt=media&#x26;token=7797c6db-a2b1-413e-b33c-aa1a03160224" alt="" width="180"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F07zjGnV4iIoXZWKCZaEq%2Fimage.png?alt=media&#x26;token=c93487de-87fb-44b2-bdf8-260c86137ee7" alt="" width="166"><figcaption></figcaption></figure>

Edit all the details and **Save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FbjXrK0h7bxaVaT8tvjL9%2Fimage.png?alt=media&#x26;token=cc87bf1b-58ab-433b-a579-dce2f81b922a" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FILDDjYRb9jEd1ooHigMm%2Fimage.png?alt=media&#x26;token=c10abc16-f821-4128-a94a-bfb03070a133" alt="" width="180"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FsvwC39Us8FQcMeRVWJde%2Fimage.png?alt=media&#x26;token=d969ce9b-995e-4982-b146-d19d2d775751" alt="" width="180"><figcaption></figcaption></figure>

Allow to access the device location

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FvTxEoDl5K9HFztcb2nCA%2Fimage.png?alt=media&#x26;token=f7edf5c8-8a27-4757-b40a-cff0875ee40d" alt="" width="166"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FmwpGRDSsH1SBTRut6sX4%2Fimage.png?alt=media&#x26;token=e71ddf3b-db87-478b-bfd8-12fd0c1a185e" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fi78Ky3Ui6nXGfos6X2l4%2Fimage.png?alt=media&#x26;token=582edb80-0367-4979-bc67-4e94621a4e5e" alt="" width="177"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FXp5HVGMpHZFpBKW9LQ0q%2Fimage.png?alt=media&#x26;token=b63f1101-7e33-4447-ae56-b8af6853d3c4" alt="" width="175"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FNjLfI7z3gcjdQ87MI2zn%2Fimage.png?alt=media&#x26;token=b439c7ee-f6ec-4928-b926-5464f990b861" alt="" width="170"><figcaption></figcaption></figure>

Last updated 10 December 2025
