Manage customers and assign pallets
ProUpdated 5 November 2026
Open Settings → Manage customers to keep a customer directory. A customer has a required name and optional address, contact person, phone, email and notes. Search the directory when choosing customers for a delivery plan.
Choose a saved customer or create one while adding a stop. Each plan keeps its own copy of customer details. Editing or deleting a directory customer later does not change existing plans or erase their pallets. Unfinished customer drafts can be continued from the directory.
A pallet’s name does not assign its customer automatically. In Delivery Mode, use the Customer field in the pallet form. Use pallet name as customer is a shortcut into customer selection or creation; it still makes an explicit assignment.
Customers and delivery planning require Pro. Help, Settings and access to preserved data do not disappear when subscription verification is unavailable.