Add a customer outlet from the REP app

Customer creation requires permission to add customers. Search existing records first.

Create an outlet

1. Open the new-customer action in Customers.
2. Choose Route and Category.
3. Enter Shop Name and Address.
4. Capture the shop’s Location while at the outlet; allow device location access.
5. Enter Customer Name, Primary Phone, optional additional phones and Customer Code where needed.
6. Add the available outlet or supporting photos when appropriate, review the final step and save.

The REP form requires route, category, shop name, address and captured coordinates. Entered mobile numbers must pass its Sri Lankan mobile-number check. Photos are supporting information, not a substitute for coordinates.

If saving is refused

Correct the fields shown in the validation message. Duplicate phone numbers can identify an existing customer; open that record rather than inventing another number.

Business rules may require fields such as price tier or email that this REP form does not expose. Ask your administrator to create or complete the customer in Admin when that validation blocks saving.