How to Add & Manage Customers
Step-by-step guide to adding delivery route customers, setting custom per-jar rates, tracking starting empty jars, and assigning delivery staff.
Adding your daily route customers enables 2-tap delivery logging on the mobile app, tracks unreturned empty cans live, and generates automated 1-click WhatsApp bills at the end of the month.
Steps to Add a Customer
1. Open the Customers Section
Log into your PaniHisab account. From the left sidebar menu on laptop or bottom navigation bar on the mobile app, tap Customers.
2. Click '+ Add Customer' Button
Tap the blue + Add Customer button at the top right of the screen to open the customer registration modal.
3. Enter Customer Name & Mobile Number (Optional)
Enter the customer's full name (e.g., Ramesh Bhai Patel or Ganesh Hotel). Entering a mobile number is Optional — you can add customers with or without a mobile number.
4. Fill Address & Area Route (Optional)
Provide the delivery address (e.g., Flat 302, Green Heights) and Area Route (e.g., Route 1 - Varachha) to group your daily deliveries neatly.
5. Save Customer
Tap Save Customer. Your customer is created instantly and added to your route list ready for daily jar deliveries!
Customer Form Fields Reference
Quick reference guide for customer registration fields:
| Field Name | Example Input | Purpose |
|---|---|---|
| Customer Name | Ramesh Bhai Patel | Customer or shop business name (Required) |
| Mobile Number | 9876543210 (Optional) | Optional. Enables 1-click WhatsApp PDF billing & payment receipts. |
| Address & Area Route | Route 1 - Varachha, Flat 302 | Optional. Groups customers by delivery route |
Frequently Asked Questions
Can I add a customer without a mobile number?
Yes! Mobile number is completely optional. You can add walk-in, offline, or cash customers without entering a phone number and still log their daily deliveries, empty cans, and cash payments.
How do custom per-customer prices work?
If left blank, the customer is billed at your standard default product rate (e.g. ₹30). If you enter a custom rate (e.g. ₹25), PaniHisab automatically uses that rate for all deliveries to this customer.
What if a customer changes their phone number later?
You can tap the edit icon next to any customer's name to update their mobile number, address, or assigned driver at any time without affecting past billing history.
Can delivery staff see customer financial ledgers?
No. Delivery drivers using the staff app can only view delivery addresses, log given/received jar counts, and collect cash. Overall profit and business totals remain visible only to the account owner.
Next Step Guide
Learn how to enter 2-tap daily jar deliveries and returnable jar drops.