Adding a Customer allows you to have pre-populated data (for example regarding locations and contact information, as well as proof of delivery preferences) when creating a Task (manually, via CSV upload, or API) and linking to a particular Customer.

The Customer tab must be enabled in Configuration to be available. To do this, navigate to Configuration ⇒ Dashboard Settings ⇒ Enable management of customers and their locations. Click Save once to apply changes.

The Customer tab should now be fully visible.

To add a Customer, navigate to the Customers tab.

You can opt between adding a customer manually via form or bulk-importing them with a CSV file.

Adding a customer via API is also possible. For more information on this, please refer to our API documentation.

Alongside the Customer's name, you can also specify other information such as contact first name, phone, email, and which Team is responsible for handling Tasks involving that customer. If you associate a Customer with a Team, it means that all Tasks related to that Customer can only be executed by the selected Teams. However, suppose you have Customers who are not associated with any teams, enabling the Show customers without a team to everyone in Configuration ⇒ Dashboard Settings. In that case, the Tasks associated with those Customers will be able to be executed by everyone.

It's also possible to edit specific fields within the customer profile and they are as follows:

Typically, you can have Customers in eLogii without adding specific locations, but if you would like for eLogii to auto-populate the location and contact information based on Customer inputs, you need to have at least one location defined. It is possible to have multiple locations for a single Customer as well.

To add a new location, switch to the Locations tab and click Add.

Once you do this, you can add a new location for your customer and information such as contact details and service duration specific to that location, alongside address, coordinates, and other relevant information.

If you would like to pinpoint a customer's exact location if the coordinates are not precise enough, you may do so by selecting the Edit Address info button.

A pop-up will show where you can make the necessary adjustments. Drag the screen until the yellow dot marks the exact location you want recorded. Click Save to apply changes.

You can have as many locations as you want, and they can have completely different contact information.

Store opening and closing hours can also be added for each Customer location. This means that if you have cases where different stores have varying opening and closing hours, you can easily adjust it here.

If you have defined Customer location-based opening and closing hours, then after creating a Task without time windows, eLogii will use the location opening/closing hours as time windows if the Task is tied to the Customer and the specific store the opening/closing hours apply to. The location schedule will be used to determine time windows for Task dates if time windows are not provided.

This means that if you define time windows in your import file for the Tasks that are related to a Customer location that has adjusted opening/closing hours, eLogii will disregard the Customer location opening/closing hours and it will keep the time windows from the import file.

Task Defaults represent default actions applied to Tasks associated with particular Customers. Task Defaults will always override general settings for these actions.

You can set task priority, attach specific skill requirements and capabilities, POD actions, and email and SMS notifications. These will always override actions set in configuration, so Tasks associated with a particular Customer will always have these specifics applied to them.

Switch to the Task Defaults tab in your Customer profile to make these changes and click Save to apply them

This is where you set up the specifics of the Customer Dashboard. You can choose to hide or show various elements and ultimately decide how much, or how little freedom your customers have when using the Dashboard. To learn more about setting up the Dashboard, please refer to this article.

In this section, you can add information such as the company name or email. This information is not strictly tied to the Customer Locations, which can have their own contact people associated with them.

If you wish to associate a Task to a particular location, select the desired Customer in the Customer field, and then select the Customer's location for either your pickup or delivery location.

In case you have multiple Customer locations, upon selecting the Customer, make sure to select the location you want to use for a particular Task.

If you upload Tasks via CSV, you need to use the Location UID for your desired pickup/dropoff location alongside the Customer UID. The location UID and the Customer UID are not the same and are used for different purposes. We would populate the customerUID field in the CSV with the customer UID from the customer profile in eLogi so that the system knows that this Task is associated with this particular Customer and that Customer-specific Task defaults should be applied, and the Location UID under the dropoffUID/pickupUID to tell eLogii where the Task needs to go.