Customers – Create & Manage Vendor, Business & Customer Profiles
Route4Me’s Customers feature helps enterprise businesses organize and manage detailed Customer Profiles across multiple locations, contacts, and departments. It provides flexible tools to view, edit, and customize essential Customer information, making it easier to handle complex relationships and logistics requirements. Discover more in this guide.
Table of Contents
Access Your Customers Page – View Customer Information At A Glance
First, go to “Database” > “Customers” in the Navigation Menu to open the Customers Page. From here, you can start adding new Customers by clicking the “Add Customer” button and manage existing Customers on your account. Keep reading to learn more.
NOTE: If you don’t have access to the Customers Page in your Route4Me account, contact Customer Support to get set up.
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. The table below provides detailed information about each field.
Customer Name
Enter the official name used to identify the Customer, whether an individual or business.
External ID
Enter a unique identifier assigned to the Customer via Route4Me or an external system such as a CRM or an ERP.
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.
Accountable Person
Enter the name of the person responsible for managing shipments, deliveries, and other logistics activities associated with the Customer.
Importance
Define the importance of the Customer from:
- Low
- Medium
- High
- Not Set
Assign equipment and physical resources to the Customer.
Assign a facility such as a warehouse, distribution center, or service hub to the Customer. Routes will typically begin from the assigned facility.
Additional Custom Data fields containing extra details about the Customer.
Billing Type
Select the billing method for the Customer:
- Credit
- Cash On Delivery
- Not Set
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.
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
Customize Data Columns
There are several ways to view and manage Customer data to fit your workflow.
To adjust which columns are visible, click the Columns Icon in the top-right corner to see all available fields, then check the columns you want to display and uncheck any you don’t need. You can reorder how data appears by dragging column headers up or down or use the “Arrow Icon” above a column to adjust the order.
These options make it easy to create a layout that highlights the information most important to you. NOTE: The table below provides an overview of all available data columns.
Status
The Customer's current status: "Active" or "Archived".
Customer Name
The official name used to identify the Customer, whether an individual or business.
External ID
A unique identifier assigned to the Customer via Route4Me or an external system such as a CRM or ERP.
The facility, such as a warehouse, distribution center, or service hub, associated with the Customer.
Equipment, physical resources, or other company Assets assigned to the Customer.
The number of saved locations or addresses linked to the Customer.
Primary Contact
The main contact person for the Customer, responsible for communication and coordination.
Primary Contact Phone
The phone number for the Customer’s primary contact.
Primary Contact Email
The email address for the Customer’s primary contact.
Accountable Person
The individual responsible for managing shipments, deliveries, and other logistics activities for the Customer.
Currency
The ISO currency code used for billing or invoicing (e.g., USD, EUR, GBP).
Tax ID
The Customer’s Tax Identification number used for compliance and regulatory purposes.
Date Created
The date the Customer record was created in the system.
Billing Type
The Customer’s billing method: Credit, Cash On Delivery, or Not Set.
The Contracts associated with the Customer, such as service agreements or delivery terms.
External System Record ID
TBD
External System
Name or other identifier of the External System associated with the Customer.
Payment Term
TBD
Importance
Priority level of the Customer from:
- Low
- Medium
- High
- Not set
Additional Custom Data fields containing extra details about the Customer.
Filter Customer Data
You can click “Filters” to view Customer data by a specific parameter, or use the “Search” bar to locate an entry. See the table below for details on each filter.
External ID
Filter by a unique identifier assigned to the Customer via Route4Me or an external system such as a CRM or an ERP.
Customer Name
Filter by the official name used to identify the Customer, whether an individual or business.
Filter by the number of saved locations or addresses linked to a Customer.
Currency
Filter by the ISO currency code used for billing or invoicing (e.g., USD, EUR, GBP).
Tax ID
Filter by the Customer's Tax Identification number used for compliance and regulatory purposes.
Status
Filter Customers by their current status, "Active" or "Archived".
Billing Type
Filter Customers by their billing method, "Credit", "Cash On Delivery", or "Not Set".
Importance
Filter Customers by their predefined importance from:
- Low
- Medium
- High
- No importance
Filter Customers by Contracts associated with them, such as service agreements or delivery terms.
Filter Customers by their associated Facilities.
Manage Customer Entries
To manage a Customer entry, click the Down Arrow. This will open the context menu with the following options:
- Edit: Change the attributes and data of a Customer entry. You’ll have access to the same fields when creating new Customer entries.
- Assign Facility: Associate a Customer with a Facility on your account.
- Assign Assets: Associate a Customer with a Company Asset, equipment, or other physical resource.
- Archive: Set a Customer as inactive with the “Archived” status.
NOTE: When you manage an archived Customer entry, you’ll see the “Restore” option instead of “Archive“. This option will re-activate archived entries and change their status to “Active“.
Access Customer Snapshots
Finally, you can access Customer Snapshots which provide an overview of key metrics and details related to your customers. You can do this by clicking the “Open” button. Or right-click anywhere in the customer’s data row, then select “Open” from the pop up.
Visit Route4Me Marketplace to Check Out More Add-Ons:
- Route Optimization
Commercial Vehicle & Truck Routing
- Operations
Audit Logging and Activity Stream
About author: Alex Yasko
