Customers – Create Vendor, Business, And Customer Profiles

Route4Me’s Customers feature helps enterprise businesses organize and manage Customer Profiles. Whether you’re developing a new Profile for a business or vendor, or managing an existing one, Route4Me provides tools to help you view, edit, and customize essential information. You can, for example, create Profiles for organizations that span multiple locations and departments, making it easier to handle complex relationships and contact details. This streamlined approach makes managing Customer data effortless, supporting better decision-making, smoother workflows, and improved Customer interactions. Use this guide to optimize your Customer data management.

Access Your Customers Page – View Customer Information At A Glance

To open your Customers page, go to “Development” in the Navigation menu and click “Customers“. To add a new customer, click the green “Add Customer” button.

NOTE: If you’ve not already enabled the Customers page in your Route4Me account, contact Customer Support to get set up.

Open Your Customers Page

Add A Customer – Use Data To Build A Customer Profile

To create a new Customer, complete the fields in the “Add Customer” panel, then click “Add Customer” to finalize. Refer to the table below for detailed information about each field.

Field	Description
External Customer ID	Enter a unique identifier assigned to the Customer via Route4Me or an external system such as a CRM or an ERP.
Customer Name	Enter the official name used to identify the Customer, whether an individual or business.
Contacts	Provide Contact details such as the Contact Type (Primary or Lead), first and last name, phone and email, and additional fields for custom data.
Addresses	Enter the street, city, and additional location information needed for precise logistics operations.
Accountable Person	Enter the name of the person responsible for managing shipments, deliveries, and other logistics activities associated with the Customer.
Currency	Enter the standardized ISO currency code used for logistics billing or invoicing (ex. USD, EUR, GBP, etc.).
Tax ID	Enter the Customer’s unique Tax Identification number required for customs, duties, and other regulatory requirements.

NOTE: You have the option to add multiple Contacts for each Customer. You might, for example, add a Warehouse Manager as the main person responsible for coordinating deliveries. At the same time, you might also add an Assistant Manager as a backup Primary contact. Add as many Contacts as you like for each Customer.

For more efficient routing and delivery, you can also add a Custom Identifier to distinguish each Contact.

Manage Customer Profiles – Customize How You View Customer Data

For convenience, there are multiple ways to view, edit, and manage Customer data. For example, you can adjust the order data columns appear by clicking the Column Icon. Or use the Arrow Icon above a column to adjust the order in which data appears.

You can click “Filters” to view Customer data by a specific parameter, or use the “Search” bar to locate an entry.

Finally, you can edit an entry by clicking the “Edit Customer” button next to it. Likewise, you can change an entry’s status by clicking the Arrow button next to it. To make Active an Archived entry, click “Restore“. To Archive an Active entry, click “Archive“.