Plan every customer visit from map to mobile completion
Build delivery and sales-visit routes from customer addresses, sequence stops on an interactive map, and track execution from planning through mobile completion — all in one Odoo app.
The problem
Field teams plan who to visit and when using spreadsheets, chat messages, and memory. Managers cannot see a rep's weekly plan, spot overdue customers, or connect a visit to a sale or an outstanding invoice — leading to inconsistent coverage and no accountability trail.
The solution
Customer Route Management gives dispatchers and sales managers one route object that carries either delivery data (amounts due, invoices) or sales-visit data (CRM opportunities). Plan stops on an interactive map, optimize the order automatically, and track every visit from the field to a live dashboard.
Everything a route needs, one app
Every capability below is implemented in the module.
Named Routes with Health Tracking
Build unlimited delivery or sales-visit routes with a workflow status bar, stop/invoice/opportunity stat buttons, a completion progress bar, and color-coded overbooked, done, and cancelled states.
Interactive Map Visualization
See every stop plotted on a built-in map widget that needs no external tiles, so planners can review and adjust a route visually before dispatch.
Drag-and-Drop Sequencing & Optimization
Reorder stops with a drag handle or let the offline nearest-neighbour optimizer suggest an efficient order based on distance — manual override always stays available.
Territory & Coverage Management
Group stops into named territories with regional allocation constraints, and review coverage concentration with pivot and graph analytics.
Delivery and Sales-Visit Routes in One Object
Toggle a route between delivery mode (amounts due, unpaid invoices) and sales-visit mode (linked CRM opportunities) without switching apps.
Manager Dashboard
Review each salesperson's or driver's weekly plans alongside route-health and completion metrics from a single kanban dashboard.
CRM Opportunity Linkage
Link visits directly to CRM opportunities and review full visit history from inside the opportunity form.
Mobile Field Execution
Reps start, complete, skip, or reschedule stops from the field, capture photos and notes on completion, and see each customer's availability window.
Bulk Import & Filterable Reports
Import many customers into a route at once with automatic geocoding, then generate a PDF or Excel route report filtered by date range, invoice status, segment, and amount threshold, with configurable visit-reminder scheduling.
How it works
Build the Route
Create a delivery or sales-visit route and add customer stops one by one, through bulk import, or by filtering candidates by city, area, or sector.
Sequence & Optimize
Drag-and-drop stops into order or run the proximity optimizer, then review the map and feasibility warnings before dispatch.
Execute in the Field
Drivers and reps start, complete, skip, or reschedule each stop from mobile, capturing notes and photos as they go.
Review & Report
Track plan-vs-actual performance on the manager dashboard and export filtered PDF or Excel route reports for collections and coverage review.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Odoo's built-in routes configure procurement and logistics rules. This app plans customer-visit itineraries — who a driver or salesperson visits, in what order, and when — a completely different workflow.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Customer Route Management
Delivery and sales-visit routes in one object, with map visualization, drag-and-drop sequencing and optimization, territories and mobile field execution — plus a manager dashboard and CRM linkage.
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