Customers
Customers are the relations that order transport from you. In Routix customers, vendors and carriers share one accounts table — the account type decides the role.
URL: /customers · create /customers/create
Key fields
| Field | Notes |
|---|---|
| Company name | Required; shown on documents |
| VAT number | Validated when possible; used on invoices |
| Default address | Visit and invoice address (separate possible) |
| Invoice email | Where invoices are sent |
| Default payment term | From Payment terms |
| Default currency | Used for new quotations/orders |
| Default tax rate | From Tax rates |
| Tags | Free segmentation for filters |
| Status | active/inactive |
Tabs on the customer record
| Tab | Contents |
|---|---|
| General | Master data, defaults |
| Contacts | People at the customer; per contact a role |
| Addresses | Multiple delivery and pickup locations |
| Orders / Quotations | History of orders and quotations |
| Documents | Uploaded files (NDA, contract, …) |
| Notes | Internal notes and history |
Related
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