# Add Customer from the Mobile App

## Add Customer

In the mobile app, QuickAppFlow allows you to add customer in the following ways:

1\. Add customer individually

2\. Add customer from Today Plan

3\. Add customer for Selected Route

## Add Customer Individually

In QuickAppflow app select the **Field Sales**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FxpT1kYlbjWT3lIfONUjK%2F0.png?alt=media)

In the menu, click on the **Customers**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FFeHWIfpCCF4MrHMscY2P%2F1.png?alt=media)

**Allow** to access the device **Location**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FqkHQJOgU9HV1ACiDcCie%2F2.png?alt=media)

Add all the details and **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fqq0lB26ofzR2Q2DUa81u%2F3.png?alt=media)

Newly added customer will be in the first position on the list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdZWoqQyJtkFJMCrH3woR%2F4.png?alt=media)

## Add customer from Today Plan

To add a customer to the Today Plan, click on **Today Plan**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F1AGQ6xkDgWO5XwA3NuO4%2F5.png?alt=media)

**Allow** to access the device **Location**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FzV73ZtpLYTeST8tbdyUw%2F6.png?alt=media)

On **Today plan** page, click on **+Customer**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCC2kBllmdOIiSnFGlGpi%2F7.png?alt=media)

Add all the details of the customer and **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F5HEDJDishdGMQdfedd4T%2F8.png?alt=media)

Newly added customer will be in the first position on the list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FZrTqP8PNC8ukfW654uqy%2F9.png?alt=media)

## Add Customer for Selected Route

In Today Plan, select the **route** to which you want to add a customer

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fx2lGgFeW34eDSS2oigkY%2F10.png?alt=media)

Click on the **+Customer**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FV93pzJsi2GSlNFxgQhyd%2F11.png?alt=media)

In the Customer details form, **Route** will be filled **automatically**, add the rest of the details, and **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FwRILYfmekREYDO2Wpd4E%2F12.png?alt=media)

The Customer will be added under the selected Route

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fqp8V5wWsXim8NG1EZaVm%2F13.png?alt=media)

## Customer Activity

### Edit Customer Details

Select the customers

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Ft4iwtx0lsWjO0lFheSPe%2F14.png?alt=media)

In the **Customers,** click on the Actions (3 vertical dots)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FszQYvjdFjX6BxZ5y429e%2F15.png?alt=media)

In the pop-up, click on the Edit option

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FHuu2V2dbQPNC6Vuc2yCq%2F16.png?alt=media)

**Allow** to access the device **Location**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FBnpq8pNuwiGxxBaqKP3I%2F17.png?alt=media)

Edit all the details and **Save**

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FaGLv9IAWkgbVtPPyO4gu%2F18.png?alt=media" alt="" width="180"><figcaption></figcaption></figure>

### Update Customer Location

Select the customer

In the **Customers** click on the Actions (3 vertical dots)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F8XXSEZMLsHziZY9CirTj%2F19.png?alt=media)

In the pop-up, click on the **Update Location**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLMRKW7aTzGK87mWqesdQ%2F20.png?alt=media)

Allow to access the device location

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FEuNbmxTqRLl0bceatuCK%2Fimage.png?alt=media&#x26;token=7a7c3622-9155-4b10-8f13-e009fcc3fb7d" alt="" width="186"><figcaption></figcaption></figure>

A message that the location has been updated will appear on the top

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F0jBU16g4bUzyEPfz4rpI%2Fimage.png?alt=media&#x26;token=e3957ebd-af35-45b8-b08b-3264c7e43c48" alt="" width="184"><figcaption></figcaption></figure>

### Delete Customer

In the **Customers** click on the Actions (3 vertical dots)

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FZBd2y77Qne6zyxg97T3Z%2Fimage.png?alt=media&#x26;token=441ab60f-59c6-483a-9c81-96d993a2e037" alt="" width="177"><figcaption></figcaption></figure>

In the pop-up, click on **Delete**

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FaIqPnkblzsQDNIojxHU4%2Fimage.png?alt=media&#x26;token=f22d2eeb-87a6-466b-9576-94b8506011f8" alt="" width="175"><figcaption></figcaption></figure>

Give your confirmation in the **popup** and the record will be deleted

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FN6FzrzFWoVYNssq21Fp2%2Fimage.png?alt=media&#x26;token=b314a03b-db09-408d-bb92-3958e5627123" alt="" width="170"><figcaption></figcaption></figure>
