# Routes

<p class="doc-lead">Routes group customers for field sales visits, beat planning, and route-wise reports. Each route can belong to a route group.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/settings/routes?id=overview">Overview &amp; List View</a>
<a href="#/settings/routes?id=fields">Fields</a>
<a href="#/settings/routes?id=actions">Actions</a>
<a href="#/settings/routes?id=related">Related</a>
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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Settings → Field Sale → Routes</b>.

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<b>List columns</b>: Id, Name, Description, Route Group, Status.

<b>Quick filters</b>: Active (default), Suspended.

<b>Filters</b>: Name, Status, Route Group, Created Date.

<b>Header</b>: New, Refresh.

<b>List actions</b>: View, Edit, Suspend, Activate, Delete (multi).

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<h2 id="fields">Fields</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Name * | Route name (beat name). |
| Description | Notes for planners. |
| Route Group | Parent <a href="#/settings/route-groups">Route Group</a>. |
| Customers | Customers on this route (on edit form). |
| Status | Active or Suspended. |

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<h2 id="actions">Actions</h2>

New, View, Edit, Suspend, Activate, Delete, Refresh.

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<h2 id="faq">FAQ</h2>

<p><b>How do customers get on a route?</b></p>
<p>Assign customers on the route edit form — they appear in Field Sale App when the user's default route matches.</p>

<p><b>What is Route Group for?</b></p>
<p>Groups related beats under <a href="#/settings/route-groups">Route Groups</a> for filtering and organisation — optional.</p>

<p><b>Can a salesman have multiple routes?</b></p>
<p>Default route is on User Settings. Employee Routes can assign additional coverage — see <a href="#/settings/employee-routes">Employee Routes</a>.</p>

<p><b>Does suspending a route remove customers?</b></p>
<p>No. Customer master route links remain but the route is hidden from new selections on user defaults.</p>

<p><b>How does route filter Customers Near Me?</b></p>
<p>Active route on Field Sale Home optionally limits nearby customers to that beat — see <a href="#/field-sale-app/customers">Field Sale App — Customers</a>.</p>

<p><b>Can two routes share the same customer?</b></p>
<p>A customer typically belongs to one primary route — reassign on the customer master if beats change.</p>

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<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/settings/employee-routes">Employee Routes</a></li>
<li><a href="#/sales/reports/customer-route-checkin">Customer Route Checkin Report</a></li>
</ul>