Manage customers in the Admin App

Customers uses the same mobile customer screens as REP. Customer read access lets you find profiles; creating and editing need customer write access.

Find and update a customer

1. Open Customers and use the offered route or search filters.
2. Open the correct profile and check identity, contact/location and balance information.
3. Use the permitted create or edit action. The full mobile form requires route, category, shop name, address and captured location.
4. Check the saved result or approval message before assuming the customer details changed.

Follow find a customer, create a customer and edit and location for the shared steps.

Some business-required fields, such as email or price tier, are not exposed in this mobile form. Use the web Admin to finish those details. A customer history page is not automatically a complete account statement.