Customer Groups & Alternate Day Delivery Schedules
Organize customers by colony groups, assign custom color badges, and configure flexible delivery schedules (Alternate Days, Weekdays, Odd/Even Days).
Water suppliers don't deliver to every customer every day. With Customer Groups and Delivery Schedules, PaniHisab automatically filters who needs water today on your Daily Entry screen, saving time and preventing missed deliveries.
1. Creating & Managing Customer Groups
Customer Groups allow you to organize your customers by neighborhood, colony, tower, or route (e.g. Sector 5, Market Complex, Green Colony).
Step 1: Open Groups Page
Go to Groups from the main menu or click Create Group on the Home dashboard.
Step 2: Click "+ New Group" & Pick a Color Tag
Enter your group name (e.g., Varachha Sector 4) and pick a distinct color tag (Blue, Green, Amber, Purple, Red, Cyan). Every customer in this group will display a colorful tag badge across all delivery screens!
Step 3: Assign Customers with Multi-Select
Use the customer multi-select picker inside the group modal to quickly check all customers belonging to this group, then tap Create Group.
2. Delivery Schedules (Alternate Day, Weekdays, Odd/Even)
When creating or editing a customer in Customers, you can configure their Delivery Schedule mode:
Customer receives water delivery every single day without interruption.
Set interval days (e.g. 2 for Alternate Days, 3 for Every 3rd Day). PaniHisab calculates delivery dates based on the customer's creation date.
Multi-select specific days of the week (e.g. Mon, Wed, Fri). Delivery is scheduled only on selected days.
Deliveries scheduled on Odd calendar dates (1st, 3rd, 5th...) or Even calendar dates (2nd, 4th, 6th...).
3. Daily Entry Route & Group Filtering
On the Daily Entry screen, the top header includes 3 direct dropdown filter columns on Line 3:
| Filter Column | Available Options | Description |
|---|---|---|
| 🛣️ Route | Today's Route, Alternate Days, Weekdays, Odd/Even, Daily | Select Today's Route to instantly hide customers who are off-schedule today! |
| 🏷️ Group | All Groups, or specific Colony Group (e.g. Sector 5) | Filter customer list to show only customers belonging to a selected colony route. |
| 📊 Status | All, Done (✅), Pending (⏳) | Show completed entries vs pending customers for the day. |
When starting your morning route, select Route: Today's Route and your target Group: Colony Name. PaniHisab will display only the active scheduled customers in exact sequence, making delivery 2x faster!
Frequently Asked Questions
How does PaniHisab calculate "Today's Route"?
PaniHisab checks each customer's schedule mode against today's date (weekday name, calendar date number, and interval days) to automatically determine if today is a scheduled delivery day.
Can a customer belong to multiple groups?
Yes! A customer can be assigned to a Colony Group as well as a Route Group.
What happens if an off-schedule customer requests an extra jar today?
You can switch the Route Filter from Today's Route to Route: All at any time to record an unscheduled delivery entry.
Next Step Guide
Learn how to log daily deliveries and returnable empty jars.