Introduction/Purpose: 

The Customer Location Master serves as a centralized repository for managing customer-specific location details, crucial for ensuring accurate and consistent data within the transporter system. This module allows users to store and access essential information, such as the customer name, location title, latitude, longitude, and comprehensive address details, including country, state, and city.

By maintaining a detailed database of customer locations, this master facilitates the assignment of locations for specific customer-related activities, such as delivery destinations, loading points, and check-in locations. This streamlined approach enhances the management of customer locations and supports seamless transport operations, improving efficiency and customer satisfaction.

Dependency:

The Customer Location in the system has several key dependencies that ensure accurate and consistent data entry. These dependencies are essential for creating and managing customer-specific locations within the system. Below are the critical dependencies:

• Coordinates Selection from Third-Party Map: The Coordinates field allows users to select the accurate location from an integrated third-party map service. This selection automatically fills in the Latitude, Longitude, and Address fields with the correct location data, ensuring precision in customer location information.

• Customer Name: The Customer Name field depends on the Customer Company Master, where users can select the specific customer or client to associate with the location. Only the valid customers or companies already registered in the Customer Company Master can be chosen for the location. This ensures that the location is correctly linked to the appropriate customer entity.

• Country Master: The Country field depends on the Country Master. Users must select a valid country from the predefined list, ensuring that only recognized countries are used for customer location definition. This maintains data consistency across the system.

• State Master: Similarly, the State field relies on the State Master, which ensures that only states valid within the selected country can be chosen. This helps avoid data discrepancies and ensures that the state information is aligned with the selected country.

• City Selection: The City field depends on the user selecting a city within the chosen State and Country. This ensures that the selected city corresponds correctly to the geographical location, further standardizing location data.

• Applicable Location Assignment: The Applicable Location field allows users to assign the location to specific functional points, such as weighing stations, fuel depots, parking depots, loading depots, check-in locations, or delivery locations. This dependency ensures that the customer location is categorized and assigned to the appropriate operational function.

By managing these dependencies, the system ensures that customer locations are added accurately and consistently, allowing for effective location management across the transport network.

How To Navigate To Customer Location Master: 

The navigation includes the following steps for viewing the Customer Location masters in the transporter management system.

• Click on the Master tab: The master can be accessed by clicking on the Master tab on the side menu.

• Click on customer location master:  The customer location master can be accessed by clicking it from the master section.

Customer Location Master Tab Listing:

A customer location master listing in a transporter management system is a feature that provides a list of all customer locations.

• Users can view the following information in the customer location master listing page
  • Customer Name
  • Customer Company Name
  • Location Title
  • Address
  • Country
  • State
  • City
  • Latitude
  • Longitude
  • Status
  • Action to View or Update

Customer Location – Add Form

• Add new: The “Add new” function allows you to create and add new locations to the system.
• Customer Name : This is specifying to choose the specific customer name using the dropdown list.
• Location Title : This is specifying the location title of the customer location.
• Latitude : This is specifying the latitude of the customer location
• Longitude: This is specifying the longitude of the customer location
• Address : This is specifying the address of the customer location
• Co ordinates : This is specifying to select the accurate location with co ordinates in the map. It will automatically choose latitude, longitude and address of the customer location
• Country : This is specifying to choose the country of the customer location.
• State : This is specifying to choose the state of the customer location.
• Applicable Location : This is specifying to assign the applicable location points using the dropdown such are weighing location, fuel depot, parking depot, loading depot, checkin location, delivery location.
• City : This is specifying to choose the city of the customer location.
• Status : This is specifying to choose the status of the customer location (active / inactive) using the dropdown list.

User can perform the following actions 

• Add new: The “Add new” function allows you to create and add new locations to the system.
  
• Advanced Search :  The “Advanced Search” function enables searching using multiple field names with multiple conditions to find specific data. The “Search” function allows the user to look for a specific entry within the available data and presents results that match the search parameters.

• Show all listing records: This functions like a refresh icon, retrieving and displaying all records in the listing.

• Export: The “Export” feature allows users to export selected or all data in CSV or PDF format.

• Filter: The “Filter” function in the customer location master allows users to customize their view of customer locations based on specific criteria.

Customer Location Master – Recording & Update:

• Users will be able to view and update the location details from the action column as shown in below screen.

Users can perform the following actions: 

• Import: The “Import” function allows the user to import the required location information in csv format in customer location.  

• Save: The “Save” function allows the user to submit the required information while creating a new customer location master.

• Discard: The “Discard” function allows the user to cancel the submission of information provided at the time of creating a new customer location master.