Create a courier customer

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to create the operational customer and synchronise it with the core CRM customer when configured.

What this guide helps you do

Create the operational customer and synchronise it with the core CRM customer when configured. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Follow these steps

1. Go to Customers and select Add Customer.
2. Enter company, primary contact, email, phone and address.
3. Select a two-letter country code.
4. Set payment terms, markup, VAT treatment and three-letter currency.
5. Add notification email addresses.
6. Save.
7. Go to the linked core customer to verify synchronisation.

Fields and options

Rules and limits

• The accounting service searches for a matching core client and creates/updates the client and primary contact as needed.
• Do not create a duplicate merely because a core customer already exists; verify the link.

Check it worked

• The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.

Security, audit and operational checks

• Use the exact record and least-privilege role before changing any state.
• Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
• Use protected document and image routes rather than exposing server filesystem paths.
• Keep customer, driver, provider, financial and credential data within the authorised workflow.
• For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.

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