Add outlets (and bulk import)
This page helps you add the shops you sell to — one at a time, or many at once with a spreadsheet.
An outlet is a place you sell to: a shop, a kiosk, a supermarket. Each outlet is a customer record. You can add a handful by hand, or load hundreds in one go with a CSV import.
Before you add outlets, set up your territories and customer groups — every outlet needs a channel, a group, and a territory to belong to.
The key fields on an outlet
Whichever way you add outlets, these are the details that matter most:
- Outlet name — the shop's name. Make it unique and recognizable so reps pick the right one.
- Channel — the trade channel (General Trade, Modern Trade, Institutional, Horeca). Decides which must-sell lists, schemes, and promotions apply.
- Customer group — the outlet type within that channel (for example "Kiosk" under General Trade).
- Outlet tier — a ranking from Tier 1 to Tier 5 (or blank). Tiers let you target your most important outlets — for example, applying a must-sell list only to Tier 1 and Tier 2 shops.
- Territory — the sales area the outlet sits in. Drives coverage, reporting, and which rep serves it.
- Contact numbers — phone and WhatsApp numbers for the outlet, so reps can call or message.
- GPS / location — the outlet's pin on the map. Used for routing, the "you're here" check during visits, and the customer map.
📷 [SHOT: add-outlets-1] — web — Outlet create form, key fields visible — caption: "Each outlet carries its channel, group, tier, territory, contacts, and map location."
Add one outlet
- Go to Field → Customers.
- Choose to add a new outlet.
- Fill in the name, channel, customer group, and territory.
- Set the outlet tier if you rank your outlets.
- Add the phone and WhatsApp numbers.
- Set the GPS location — drop the pin on the map as accurately as you can.
- Save.
Tip: Reps can also add new outlets from the field on the mobile app, capturing GPS and a photo on the spot. Adding them in the web app is best for outlets you already know about before you start.
Bulk import with a CSV
When you have many outlets to load — for example, when you first set up — import them all from a spreadsheet.
flowchart TD
A[Download the template] --> B[Fill in your outlets]
B --> C[Upload the file]
C --> D[Review the preview]
D --> E{Any errors?}
E -->|Yes| F[Fix the spreadsheet]
F --> C
E -->|No| G[Confirm the import]
G --> H[Outlets created]
- Go to Settings → Outlets & Territory → Import Outlets.
- Download the template — a ready-made spreadsheet with the right columns.
- Fill it in — one row per outlet. Use the same channel, group, tier, and territory names you set up earlier; spell them exactly the same way.
- Upload the completed file.
- Review the on-screen preview. It shows what will be created and flags any rows with problems.
- Fix any flagged rows in your spreadsheet and upload again if needed.
- Confirm to create the outlets.
📷 [SHOT: add-outlets-2] — web — Settings → Import Outlets, template download and upload area — caption: "Download the template, fill it in, upload, and review before confirming."
📷 [SHOT: add-outlets-3] — web — Import review screen showing rows to be created with a flagged error — caption: "The review step catches problems before anything is created."
Keep your outlet data clean
Good outlet data is what makes routing, reporting, and the map trustworthy.
Best practice: Give every outlet a unique, recognizable name, the correct channel and territory, and an accurate GPS pin. A wrong or missing pin breaks route planning and the "you're here" visit check.
Warning: Avoid duplicate outlets — the same shop entered twice splits its sales and visit history across two records. Search before you add, and check the import preview for repeats.
Note: An outlet with no GPS location won't show on the map and can't anchor the on-site visit check. You can fix a missing pin later by editing the outlet or having a rep capture it during a visit.