Customer Management

customer location setup

Manage Customer Location1️⃣ OverviewThe Manage Customer Location module helps organizations define and manage multiple customer office locations.This feature is useful for:Managing…

Manage Customer Location

1️⃣ Overview

The Manage Customer Location module helps organizations define and manage multiple customer office locations.
This feature is useful for:

  • Managing branch offices

  • Tracking customer locations

  • Attendance/location-based operations

  • Remote office management

2️⃣ Navigation Path

Go to:

Customers → Customer Location

3️⃣ Create Customer Location

📌 Steps to Create New Location

  1. Click on the green button:
    ➕ Create Customer Location

  2. Enter the required details:

    • Customer Name

    • Location Name/Address

    • Latitude

    • Longitude

    • Area Range

  3. Save the location.

Customer Location List

All created locations are displayed in the table.

🔹 Table Columns

Column

Description

#

Serial Number

Location Name

Customer office/location name

Latitude

GPS latitude coordinate

Longitude

GPS longitude coordinate

Area Range

Allowed radius range

Actions

View, Edit, Delete options

5️⃣ Action Buttons

👁 View

  • Used to view customer location details.

✏ Edit

  • Used to update or modify location information.

🗑 Delete

  • Used to remove customer location from the system.

⚠ Deleting a location may affect attendance/location tracking features.

7️⃣ Important Notes

  • Latitude and Longitude should be accurate for proper location tracking.

  • Area Range defines the permitted radius for location validation.

  • Only authorized users should modify or delete customer locations.

  • Ensure correct customer selection before creating a location.

Updated 02 Oct 2026 · View on support.erpca.com