REP / Customers
Update customer details and location
Use full edit or Quick Edit to update an outlet and understand changes waiting for approval.
Open the existing customer and use the available edit action. Updating requires customer-write access.
Full edit
Review route, category, shop name, address, contact information and location. Correct the details, check the final review and save. The full form still validates required outlet information and location.
Quick Edit
Use Quick Edit for the available outlet-photo and location updates, then select Save Quick Edit. It keeps the existing route, category and contact details. If the customer has no route or category, use full edit instead.
Capture location at the correct shop. Do not overwrite a valid outlet location with the GPS position of your office or a moving vehicle.
After submission
Reload the customer and check the displayed values. Your business may send customer changes for approval; submitting does not always mean the requested details are already active. If old values remain, check the response and ask your administrator to review the request before submitting it repeatedly.