Update customer details

Update an existing customer when their contact information, assignments or status changes. You need permission to view the record and update customers. Finding the customer in a list does not by itself grant editing access.

Edit and save

1. Open Customers, search for the customer and select their name.
2. Check the customer code and contact details to confirm the correct record.
3. Select Edit at the top of the customer record.
4. Update the relevant fields. Keep a name or shop name and a valid Price tier selected.
5. Select Save changes.
6. Check the confirmation and the updated customer record.

The edit form uses the same fields and validation as the new-customer form. See Add a customer below for field limits and meanings. Cancel returns to the customer record without saving the form.

Change contact or pricing details

Update Phone, Email or Address when the customer’s contact details change. Phone numbers must not belong to another customer, including their extra numbers. The customer’s own unchanged number is allowed.

Choose Route, Category and Price tier carefully. The form describes changes as applying to future orders; editing customer details is not a way to change a posted invoice or enter a payment. If an existing price tier is no longer available in the options, ask your administrator which active tier to use.

Change customer status

• Active: Turn off when the customer should no longer be selectable on a new order. This updates the record’s status; it does not delete the customer.
• Risk customer: Enable to flag the customer. Enter Why they are a risk so the next person understands the reason. The reason is required while the flag is on.
• Notes: Use for additional information; notes do not replace the required risk reason.

To reactivate someone, find them using the Inactive status filter, open Edit, turn on Active and select Save changes.

When a change cannot be saved

If Edit is missing, ask your administrator to check your update permission. If a save is rejected, read the error summary, correct the fields and save again; the form reports Nothing was saved.

Do not create a second record to work around a duplicate-phone message. Find the customer who already owns the number and confirm which record should be used.