Clients

When creating zones to group customers you may have several benefits such as assigning zones to the salespeople, prices list per zone and create routes by zone.

Create or assign a zone from the device

To create or assign a zone to a client:

Database > Clients > Select a client > Press Zone on the pop-window press + to create one, name it or select one already created and save it

Create or assign a zone from Web

To create or assign a zone to a client:

Clients > Zones > Click on the plus sign to create one – Give a Code and a name click on the check mark to save it

Clients > View Edit > Select a client > Click on the box to select a zone or on the plus sign to create one click on the check mark to save it