Manual Customers by seller
This screen defines the portfolio of each field seller: customers (or customer groups) are attached to a seller. This is the basis for splitting into areas — on mobile, each seller only sees the customers assigned to them.
Overview
Before any route, you need to know which seller handles which customers. The Customers by seller screen builds these assignments: a seller is given an area (a set of customers, directly or via a customer group). This portfolio then feeds visit planning and what the seller sees on their mobile.
Business goal
- Assign customers to a seller
- Manage areas via customer groups
- Partition the field by seller
- Feed routes & reports
Target audience
- Sales supervisor — splits the areas
- Area manager — balances the portfolios
- Field seller — visits their portfolio
Position within the module
This is the module's organizational foundation: it comes before Planning and determines what flows into Sales reports. Module overview: Van Sales module.
Access and navigation
Left-hand side menu: Van Sales → Customers by seller.
This screen is based on the clientsParVendeur page. Customer groups are managed on the Customers reference-data side; they are reused here to assign an area in a single action.
List of assignments
The page lists the assignments: each field seller corresponds to a customer group (area). One row = one area entrusted to a seller.
| Seller (field seller)⇅ | Customer group⇅ | # Customers | Action(s) | |
|---|---|---|---|---|
| Mouadh BEN AZIZA | Grand Tunis Area | 34 | ||
| Ayatollah ORABI | Sahel Area | 28 | ||
| Slim TRABELSI | Sfax-Nord Area | 41 |
Table columns
| Column | Description |
|---|---|
| Seller (field seller) | The field seller to whom the area is entrusted. |
| Customer group | The assigned area (a group = a set of customers). |
| # Customers | Number of customers covered by the assignment. |
| Actions | Edit or view the assignment (section 5). |
Action bar
New
Creates a seller ↔ area assignment (section 6).
Search
Filters by seller or by customer group.
Delete
Removes a ticked assignment (the area is no longer visited by that seller).
Row actions
Edit
EditingAdds / removes customers from the area, or changes the group assigned to the seller.
Details
Read-onlyShows the full list of customers covered by the assignment.
Delete
RemovalDetaches the area from the seller. Their customers no longer appear in their route or their reports.
Assign customers & groups
Click New. Choose the seller, then assign either an entire customer group (area), or individual customers.
| Code | Customer | City | ||
|---|---|---|---|---|
| CL-0142 | EL MAZRAA | Tunis | ||
| CL-0207 | ÉPICERIE CENTRALE | Ariana | ||
| CL-0188 | MARCHÉ ENNASR | Ennasr |
Group or customers: two approaches
Assigning by group covers an entire area in one action and stays up to date as the group evolves. Assigning individual customers gives fine-grained control, customer by customer.
Areas & portfolio
Splitting areas well means balancing the workload between sellers and limiting travel. A few useful principles.
Balance
Distribute a comparable number of customers per seller.
Group geographically
A coherent area reduces travel time.
Readjust
Evolve assignments based on the reports.
Improvement loop — analyze the reports (sales rate by area) then readjust the portfolios here to optimize coverage.
Mobile sync
Assignments flow down to Swifto Seller: on their device, each seller only finds their own customers. They take orders, sell, and log visits only within their portfolio.
Back-office → Mobile
- List of assigned customers
- Contact details & addresses
- Customer pricing terms
Mobile → Back-office
- Portfolio sales
- New prospected customers
- Visit reports
Lifecycle (workflow)
flowchart LR G([Customer group
Area]):::s --> A[Assign to seller
Customers by seller]:::p A --> M[(Mobile sync
Swifto Seller)]:::st M --> P[Visit
planning]:::p P --> T([Route /
field sales]):::ok T --> R[Area
sales report]:::p R -.->|adjust| A classDef p fill:#FFFBEB,stroke:#F59E0B,color:#92400E; classDef s fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6; classDef st fill:#FEF3C7,stroke:#D97706,color:#92400E; classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
Business rules
Visibility = assignment — on mobile, a seller only sees the customers assigned to them here. Without an assignment, there is no customer in their route.
Living group — assigning by group keeps the area up to date: a customer added to the group automatically joins the seller's portfolio.
Basis for routes — planning only offers the customers in the selected seller's portfolio.
No counterproductive duplication — assigning the same customer to two sellers blurs sales accountability; keep one area = one seller as much as possible.
Roles & permissions
| Action | Field seller | Sales supervisor | Admin |
|---|---|---|---|
| View assignments | ✅ (their own) | ✅ | ✅ |
| Assign a customer / group | — | ✅ | ✅ |
| Edit an area | — | ✅ | ✅ |
| Delete an assignment | — | ✅ | ✅ |
Indicative matrix — depends on the profiles defined in your company.
FAQ & Tips
A customer doesn't appear in a seller's route?
They are not assigned to this seller (neither directly, nor via their group). Attach them here, then resync the mobile app.
How do I transfer an area to another seller?
Delete the outgoing seller's assignment and create a new one for the incoming seller with the same group.
Tip — start from the groups
First build good customer groups (by zone): assigning and reorganizing areas then becomes immediate in planning.
