# Customers
Browse customers from the Home tab, record check-ins, start sale documents, and find nearby accounts using GPS.
Overview
Open **Home** → **Customers** to browse the customer master list. Tap a customer to open the detail view, or use **CREATE NEW** at the bottom of the list to add a customer in the field.
When a **route** is selected at the top of the Home tab, the customer list is filtered to customers on that route.
Customer **Statement** and **Outstanding Bills** reports are available from the **Reports** tab (see [Reports](field-sale-app/reports.md)).
> Screenshot pending for customer list and customer view screens.
Customer list
The list shows active customers with name, customer group, and a quick **call** button when a phone number is stored.
Search and filter
- **Search customers…** — matches customer name, phone, or party code.
- **Customer Group** — filter by group, or choose **All Groups**.
- Pull down to refresh; scroll to load more customers (30 per page).
Visit tabs
Below the search bar, three tabs filter the list by today's **customer check-in** activity:
| Tab | Shows |
|-----|-------|
| **All** | Every active customer (default) |
| **Visited** | Customers with a check-in recorded **today** for the salesman |
| **Not Visited** | Customers with **no** check-in today |
A customer counts as visited only when a **check-in record** exists for today. That includes:
- A manual **Check In** from the customer location map
- An **automatic check-in** when creating a Sale Invoice or Receipt Voucher, if **Auto customer checkin on invoice / receipt creation** is enabled on the user's settings
Creating an invoice or receipt alone does **not** mark the customer visited when that auto check-in setting is off (even if **Auto location save** is on).
Visit status uses the salesman's default **Employee** (from user settings) and the current day in the company time zone. Switching tabs reloads the list; search, customer group, and the active route on Home still apply.
List item
Each row shows:
- Customer name (with a **New** badge when the customer was created within the last 30 days)
- A green **Visited** badge when the customer has been checked in today
- Customer group (when set)
- **Phone** icon — tap to dial the stored number
Tap the row to open the customer view.
Customer view
The customer detail screen is the hub for field sales activity on an account.
Header
| Field | Description |
|-------|-------------|
| **Party code** | Customer code when configured |
| **Name** | Customer / company name |
| **Brands** | Linked brands (when set) |
| **Phone** | Tap to call |
| **Email** | Contact email |
| **Address** | Primary billing address |
| **Contact** | Primary contact name and phone |
Details
When configured on the customer record:
| Field | Description |
|-------|-------------|
| **Route** | Sales route assignment |
| **Customer Group** | Group classification |
| **Sale Type** | Default sale type for the customer |
| **Customer Category** | Category label |
Quick Actions
Shortcut buttons start a new document with the customer pre-selected:
| Button | Opens |
|--------|-------|
| **Invoice** | New Sale Invoice |
| **Order** | New Sale Order |
| **Receipt** | New Receipt Voucher |
RP Summary
When returnable packaging is enabled and the customer holds RP stock, an **RP SUMMARY** section lists each returnable package type and the closing balance.
Location
The **LOCATION** section shows the customer on a map and supports field visit tracking:
- **Last Check-in** — relative time of the most recent check-in (for example **2 hours ago**), or **Not available**
- **Check In** — record a visit at the current GPS location (requires saved customer coordinates). Optional notes can be added in the check-in dialog.
- **Directions** — navigate icon on the map (bottom-right). Tap to open turn-by-turn directions to the customer pin in the device maps app (**Apple Maps** on iOS, **Google Maps** on Android). Shown when the customer has map coordinates.
- **Get My Location** — read device GPS onto the map
- **Save Location** / **Update Location** — save the current map pin when no coordinates exist yet, or update an existing pin (marker can be dragged before saving)
On **Android**, tapping the map marker can also show the Google Maps toolbar with Navigate / Open in Maps. On **iOS**, use the **Directions** icon on the map — Apple Maps does not show that toolbar.
Check-in uses the salesman’s default **Employee** from user settings. The web **Customer check-in boundary** setting (Field Sale App Settings) controls how close the salesman must be to the saved pin.
Attachments
When attachment access is enabled, view existing files and tap **Add Attachment** to upload from the device.
Edit and delete
Edit and delete icons appear in the header when the user role allows customer edit or delete.
Customers Near Me
Below the Home tab tiles, **Customers Near Me** opens a GPS-based list of nearby customers.
How it works
1. The app reads the device location.
2. Customers within range are loaded (up to 10), optionally filtered by the active **route** on Home.
3. Each card shows party code, name, area/customer group, and phone.
Quick actions on each card
| Button | Opens |
|--------|-------|
| **Invoice** | New Sale Invoice for that customer |
| **Order** | New Sale Order for that customer |
| **View** | Customer detail view |
If no customers are found, the screen shows **No customers nearby** — move to another location or ensure customers have saved map coordinates.
FAQ
Why does Customers Near Me show no results?
Customers need saved map coordinates on the web ERP. Enable location on the device and move within range — the list shows up to 10 customers, optionally filtered by the active route on Home.
How does customer check-in work?
Check-in records GPS at the customer location when within the boundary set in Field Sale App Settings. Out-of-range check-in is rejected.
What do the Visited / Not Visited tabs on the customer list mean?
They filter by whether a customer check-in exists for the salesman today (default Employee in user settings). Visited includes manual map check-ins and automatic check-ins from Sale Invoice / Receipt Voucher when Auto customer checkin on invoice / receipt creation is enabled. Invoice or receipt creation without that setting does not count as a visit. All shows everyone. A green Visited badge also appears on visited rows.
Can I create an invoice from the customer card?
Yes. Use Invoice, Order, or View on Customers Near Me cards, or open the customer detail and use Quick Actions.
Why can't I edit a customer?
Customer Edit and Delete icons require the matching permissions on the Field Sale App user role.
Where do I see outstanding balance?
Customer detail shows balance when enabled in Field Sale App Settings and the user has Customer Statement or Outstanding Bills report access.
Does route filter affect the main customer list?
The route selector on Home filters Customers Near Me and some lists. Clear or change the route to see all assigned customers.
Can I attach photos to a customer visit?
Yes when attachment access is granted — use Add Attachment on the customer detail view.
How do I get directions to a customer?
Open the customer detail view and tap the Directions (navigate) icon on the map. The device opens Apple Maps (iOS) or Google Maps (Android) with directions to the saved customer pin. The customer must have map coordinates saved first.
- [Leads](field-sale-app/leads.md)
- [Transactions](field-sale-app/transactions.md) — Sale Invoice, Sale Order, Receipt Voucher
- [Reports](field-sale-app/reports.md) — Customer Statement, Outstanding Bills
- [Settings](field-sale-app/settings.md) — check-in boundary, user defaults
- [Projects](field-sale-app/projects.md) — project-linked customers and material requests