# Customer Wise Route Check In
Customer visit log grouped by route — shows check-in history, visit frequency, and last visit date per customer on each route.
Overview
Go to Sales → Reports → Customer Wise Route Check In.
Report title in ERP: Customer Wise Route Check In
What it shows. Each customer on a route with check-in count, last visit date, assigned employee, and visit status for the selected period.
When to use it. Use to track customer visit compliance on routes, identify missed visits, and plan field sales schedules.
How amounts are calculated. Lists customers assigned to routes with check-in records aggregated for the selected date range.
Use Cases
- Route planning — Identify customers not visited within the expected frequency.
- Supervisor audit — Verify visit logs against route assignments.
- Customer retention — Flag inactive customers with no recent check-ins.
- Employee accountability — Cross-reference visits with Employee Wise Customer CheckIn.
Filters
Date, Route, Customer, Employee. Advanced Filter: Route Group, Customer Group, Branch, Visit Status.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Route | Route name or code. |
| Customer | Customer name. |
| Customer Code | Unique customer code. |
| Assigned Employee | Employee responsible for the route. |
| Check-In Count | Number of visits in the period. |
| Last Visit Date | Most recent check-in date. |
| Last Visit Time | Time of the most recent check-in. |
| Expected Frequency | Planned visit frequency for the customer. |
| Status | Visited / Not Visited / Overdue. |
Actions
- Generate — run the report for the selected filters
- Export / Export All — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active filters
FAQ
How is overdue determined?
Based on expected visit frequency vs last check-in date for the customer on the route.
Can I filter unvisited customers?
Yes. Use visit status or date filters to find customers with no check-ins.
Does this show order details from visits?
This report covers check-in activity. Use sale order reports for order data from visits.
How do I assign routes?
Configure routes under Sales settings and assign customers to routes in the customer master.
What data source is used?
Check-ins captured in the Field Sale App when salesmen validate GPS at customer location.
How is this different from Employee Customer CheckIn?
Employee Customer CheckIn groups by employee. This report groups visits by customer route.