Assign Customer

The Assign Customer feature in PrismERP is used to add unassigned customers to a selected route by selecting them from the available list.It also includes a Move Route Customer option, where customers can be transferred from one route to another based on requirement.To assign new customers, users can click the Add Customer option. The system displays a list of customers that are not currently assigned to any route. Users can then select one or more customers using the available checkboxes and add them to the selected route.PrismERP also provides a Move Route Customer feature, which allows customers to be transferred from one route to another. Users can select the source route and the destination route, then move the required customers to the new route. This is useful when route coverage changes or customers need to be reassigned between sales representatives or territories.