After you create a route by using a route template, you can add one or more customers to
the route. When you add customers, they’re added sequentially to the route. You can modify the
customer sequence on the Edit Sequence page. You can create customers and a list of tasks for the
customers on the route.
Required Editions
Available in: Lightning Experience in Performance, Enterprise, and
Unlimited Editions with the Consumer Goods Cloud enabled
User Permissions Needed
To add customers to a route:
Direct Store Delivery for Consumer Goods Offline Mobile App
From the App Launcher, find and select Routes.
Search for and select the relevant route.
On the Related tab, click Add Customer.
Select the visit template.
Visit templates must be in the same sales org as the sales org of the user. The default
visit template is the visit template of the route.
Enter the customer's name, or find the customer by using one of these filters:
Account Name
Customer Number
Shipping Street
Shipping Zip/Postal Code
Shipping State/Province
Shipping City
Priority
Class of Trade
Click Add.
Note To automatically refresh route customers in the related list of routes, make sure that
Lighting Web Security is enabled in the org and add the ‘Auto Refresh Route and Tour Related
List’ Lightning Web Component by using the app builder.
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