---
schema_version: "1"
id: 5703708ce22fcae920b4f69cdf8af077109a763224e4887620581b700afb14c0
title: Add Customers to Routes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_add_customers_route.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customers_route.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 81c47e36ed396d68b2eaddef6432c89087171d09826aa11f40aa4bd647eea32e
description: After you create a route by using a route template, you can add one or more customers to the route. When you add customers, they’re added sequentially to the route. You can modify the customer sequence on the Edit Sequence page. You can create customers and a list of tasks for the customers on the route.
products:
  - Consumer Goods
release: "264"
---
# Add Customers to Routes

After you create a route by using a route template, you can add one or more customers to the route. When you add customers, they’re added sequentially to the route. You can modify the customer sequence on the Edit Sequence page. You can create customers and a list of tasks for the customers on the route.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Performance</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions with the Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d114584e63">User Permissions Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d114584e63 ">To add customers to a route:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d114584e63 ">Direct Store Delivery for Consumer Goods Offline Mobile App</td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Routes**.
2. Search for and select the relevant route.
3. On the Related tab, click **Add Customer**.
4. Select the visit template.
    
    Visit templates must be in the same sales org as the sales org of the user. The default visit template is the visit template of the route.
5. Enter the customer's name, or find the customer by using one of these filters:
    
    - Account Name
    - Customer Number
    - Shipping Street
    - Shipping Zip/Postal Code
    - Shipping State/Province
    - Shipping City
    - Priority
    - Class of Trade
6. Click **Add**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png)
    
    Note To automatically refresh route customers in the related list of routes, make sure that Lighting Web Security is enabled in the org and add the ‘Auto Refresh Route and Tour Related List’ Lightning Web Component by using the app builder.

#### See Also

- [Refresh Component Data with RefreshView API](https://developer.salesforce.com/docs/platform/lwc/guide/data-refreshview.html)
- [Enable Lightning Web Security in an Org](https://developer.salesforce.com/docs/platform/lwc/guide/security-lwsec-enable.html)