Setup Customer Category

You can setup the customer category based on various criteria including:

• Geography
• Business Unit
• Type

Typically, you would define customer category based on geography such as East Bay, Peninsula, Tri-City. This will enable you to choose specific orders based on geography during planning stage. 

You may also assign specific geographical based customer category to your workers. This will provide a manageable list of customers on worker's mobile app rather than showing all customers in your database. 

Add 

1) Select Customer Category console from left navigation under Tools

2) Click Add Customer Category button

Edit & Delete 

1) Select Customer Category console from left navigation under Tools

2) Click Edit or Delete button

CSV Import 

You may import Customer Category from CSV file. Please refer to Data Import section of our tutorial