Routix documentation

This documentation follows the screens of the app at app.routix.com . Each page describes what the screen does, how it fits the workflow, and which fields and actions matter.

Go to www.routix.com 

Looking for the main Routix website first? Go straight to www.routix.com  for the product overview, pricing and contact options.

How Routix is structured

Routix consists of a number of connected domains:

• CRM – relations (customers, vendors, carriers) and projects
• Sales – quotations and outgoing invoices
• Orders – operational transport orders with stops, cargo and cost/revenue (C/R)
• Shipments – execution units linked to orders
• Planning – dispatch of stops and shipments onto resources
• Fleet – vehicles, equipment, staff and maintenance
• Master data – items, tariffs, zones, payment terms, tax rates, GL accounts
• Finance – overview of C/R and invoicing
• Emissions – CO₂ reporting per shipment, customer and period
• Administration – organization, branches, users, roles and subscription

Start here

• Visit www.routix.com  – product overview, pricing and contact
• Welcome
• Create an organization
• Navigation
• Create an order – the core of the operation

Key principles

• Orders are central. Stops, cargo and C/R live inside an order or quotation; you do not create them stand-alone.
• Quotations mirror orders. Conversion copies stops, cargo and revenues; shipments are never copied.
• Branch separation. Almost all operational data is separated per branch. Select the right branch in the top-right.
• License gates writing. Without an active license all write buttons are disabled; reading stays available.

Background reading

New to transport software? The transport & logistics concepts explain the terminology behind Routix — TMS, dispatch, CMR, CO₂ reporting and more.