MilkGo/User Guide
User Guide

04. Areas & Societies — Where Customers Live

Areas are the map of your daily delivery route. They group customers by neighbourhood so the driver checklist appears in walking order, not in the order you happened to add customers.

Inside each Area you can add Societies (apartment complexes / colonies / lanes). And inside a society, customers add their wing and flat number.

Before you start

You can add areas before customers. In fact, doing it first is faster — when you add a customer, you can pick their area from a dropdown instead of typing it freshly each time.

Why this matters

Without areasWith areas
Customer list is in the order you added themGrouped by area → society → flat
Driver walks back and forth across the colonyDriver walks one street at a time
Hard to filter "show me Vesu customers"One-tap area filter on every screen
Reports lump everyone togetherReports break down per area / society

Where to find it

Bottom navigation → Areas (map-pin icon). Or under the Menu → Areas if your role's nav is different.

Adding your first Area

  1. Tap + Add Area.
  2. Fill in:
    • Area name — e.g. Adajan, Vesu, Athwa
    • City — pre-filled from your profile (e.g. Surat)
    • Sort order — optional number; smaller numbers appear first
  3. Tap Save.

You'll see your area in the list. Now you can add societies inside it.

Adding a Society inside an Area

  1. Open the area → tap + Add Society.
  2. Fill in:
    • Society name — e.g. Krishna Park, Sai Apartments, Lakshmi Vihar
    • Sort order — optional
  3. Tap Save.

Societies are optional. If your area is just bungalows on one road, no society needed.

How customers attach to areas

When you add a customer (next page), one of the fields is Area (and optionally Society, Wing, Flat number). Pick from the dropdown of areas you've created here.

If you forgot to create an area first, you can add it on-the-fly from the customer screen too — but it's faster to bulk-add areas here, then add customers in one go.

How the daily delivery list uses this

On the Deliveries screen, customers are grouped:

▼ Adajan (12 deliveries)
  ▼ Krishna Park (5)
      Ramesh — A-302
      Nilesh — A-105
      …
  ▼ Sai Apartments (4)
      Kirti — B-201
      …
  ▼ Bungalows (3)
      Rakesh — Plot 14

You walk one society at a time. Driver doesn't have to think.

Tips

  • Start with 2–3 broad areas, even if you cover ten. Add more as you grow. Don't create 20 areas on day one.
  • Sort order matches your route. Set Adajan = 1 if you start there in the morning, Vesu = 2, Athwa = 3.
  • One society per apartment complex, not per wing. Use wing on the customer profile instead.
  • Use societies sparingly. If a customer lives in a bungalow on the road with no society name, leave society blank and just put the area + flat = full address.

Editing & deactivating

  • Rename an area → open it → edit name → save. All customers attached are updated automatically.
  • Deactivate an area you no longer cover → toggle Active off. Customers under it stay; the area just hides from the dropdown.
  • Delete is allowed only if no customer is attached. Move them to another area first.

Common mistakes

MistakeFix
Created an area for every single streetMerge them. Use bigger groupings (Vesu, Adajan, Athwa) and put streets as Society.
Forgot to set sort order — list is alphabeticalOpen each area, set sort_order = 1, 2, 3 by morning route order.
Same society name in two areas (e.g. Sai Apartments)Society names live within an area — duplicate names across areas is allowed. No conflict.

What's next?

Areas + Societies are now ready as a "menu" your customers will pick from.

→ 05-customers.md — add the actual people you sell milk to

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