Platform / Resources / Customers

Customers

Customers is the one book of everyone who pays you — shippers, brokers, bill-to parties and interline partners — holding their contacts, their credit limit, what they owe you right now, the paperwork you insist on before you invoice them, and the fuel-surcharge terms you agreed to, so that dispatch, billing and the border desk all quote the same firm from the same record.

45
Capabilities, all live
100%
In production
Resources
Pillar

From the Lanexa 2.0 capability register · version 2.0.37 · reviewed 2026-08-24

AUTO

Every customer change is audited twice, in two different ways

The application writes an activity entry of type naming the user and the customer — "Jane created customer Acme Foods", "Jane updated customer Acme Foods", "Jane deleted customer cu-1a2b3c4d" — fired without waiting, so a slow audit write n

AUTO

Refused writes are recorded too

Whenever the shared write guard refuses — no company in scope, a cross-company identifier, or a database error — a warning-severity event is emitted. This is deliberately asymmetric: successful writes are already captured by the database tr

AUTO

The row's modification timestamp maintains itself

on every update ().

AUTO

The stored load count and booked total maintain themselves

A trigger on the loads table recounts them for the affected customer whenever a load's customer, driver or rate changes — and the booked total is expressed in home currency, one exchange rate per document (, ).

01
Require a signed delivery proof before invoicing
Ticks "Require POD before invoicing". Invoice creation for this customer's loads is then refused until a proof-of-delivery document is filed on the specific load.,
02
Set an index-linked fuel surcharge
In edit mode only: turns on "Fuel surcharge indexed to the weekly diesel price", picks cents-per-mile or percent-of-linehaul, sets the base price, step size and per-step amount, sees a live preview priced at this week's published index, and saves it against it
03
Require a named document packet before invoicing
Types a comma-separated list of document codes (e.g. ). Invoicing is refused, naming the missing codes, until every one is on the load.,
04
Find duplicate customers
Find duplicates → Scan. Compares names, emails, phones and addresses inside the company and lists candidate pairs with a match percentage and the reasons, plus each side's load and invoice counts. A clean book is reported as a result, not a blank: "No likely d
05
Add a customer or broker
Opens the form, fills company name, contact, email (all required), address, terms, credit limit, and the paperwork rules; saves.
06
Set a credit limit and currency
Enters an amount and picks CAD / USD / MXN. This is what arms the credit chip, the on-hold banner, and the booking block.
07
Set credit terms
Picks Net 15 / 30 / 45 / 60. Shown as a badge on every row and used to date invoices.
08
Turn a fuel-surcharge schedule off
Unticks the box and saves. The row is kept and marked inactive so re-enabling reuses it rather than leaving a trail of dead rows.
CapabilityStatus
Set a customer-level payment-term overrideNot built
Set per-customer detention free hours and hourly rateNot built
Assign party roles (bill-to, customs broker, shipper, consignee…)Not built
Set a customer's default customs brokerNot built