Deprixa Plus — Customers · Customer CRUD
Creating a Customer
· 1
Open New Customer Form
Navigate to Customer Portal → Customers and click New Customer. The creation form opens in a full-page view.
· 2
Fill in Personal Information
Enter the customer's name, email, phone number, and identification details. Select the document type and enter the document ID number.
· 3
Fill in Address Information
Enter the customer's address, then select the country, state/province, and city from the dropdowns. Add the ZIP/postal code.
· 4
Set Portal Access (Optional)
If you set a password, the customer can log in to the portal immediately. If you leave the password field empty, an invitation email is sent with a link to set their password.
· 5
Save
Click Create Customer. The customer record is created and you are redirected to their profile page.
Customer Fields Reference
| Field | Type | Required | Description |
|---|---|---|---|
| Name | Text | Yes | Full name of the customer. |
| Yes | Email address. Used for portal login, notifications, and invoice delivery. | ||
| Phone | Text | No | Phone number. WhatsApp-enabled if configured. |
| Document Type | Select | No | Type of identification document: CC, NIF, RUC, Passport, CE, or Other. |
| Document ID | Text | No | Identification document number corresponding to the selected document type. |
| Date of Birth | Date | No | Customer's date of birth. |
| Gender | Select | No | Customer's gender. |
| Address | Text | No | Street address. Auto-filled into shipment forms when the customer is selected. |
| Country | Select | No | Customer's country. Defaults to the organization's home country. |
| State / Province | Select | No | State or province. Options filtered by selected country. |
| City | Select | No | City. Options filtered by selected state. Used for zone assignment in rate calculation. |
| ZIP Code | Text | No | Postal/ZIP code. |
| Password | Password | No | If set, the customer can log in immediately. If left empty, an invitation email is sent. |
Edit a Customer
Open the customer profile and click Edit. All fields can be modified. An activate/deactivate toggle controls whether the customer can log in to the portal and whether they appear in search results during shipment creation.
Delete a Customer
Customers can only be deleted if they have no linked shipments. If the customer has shipment history, use the deactivate toggle instead. Bulk delete is supported — select multiple customers from the list and use Bulk Actions → Delete. The system validates each selected customer and only deletes those with no linked records.
Show Customer Detail
The customer detail page displays the full profile along with:
- Complete shipment history (as sender or receiver)
- Saved contacts / frequent recipients
- Portal access status (Active / Pending / No Access)
- Summary statistics (total shipments, total billed, payment status)