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Update a Customer

Learn how to update customer information, including general details, settings, and optional fields, at any time.

Updated this week

Overview

After a customer is created, you can update their information at any time. This includes general customer details as well as settings that affect sales, billing, and fulfillment.

The customer record is flexible—updates can be made across all tabs as needed. This article focuses on updating general customer information, while related articles provide deeper guidance for specific areas.

When to Use This

Update a customer when you need to:

  • Change the customer name or status

  • Update customer classification or tags

  • Modify pricing, financial, or shipping defaults

  • Add or edit internal notes or alert notes

  • Update custom fields

How to Update a Customer

  1. Navigate to Sales → Customers

  2. Select the customer you want to update

  3. Make changes in the Details tab or other tabs as needed

  4. Changes are saved automatically or when you click Save (depending on configuration)

Updates take effect immediately and apply going forward.

Update General Customer Information

Customer Header

You can update basic customer information, including:

  • Customer name

  • Status (Active or inactive)

  • Type (for example, Wholesale or Retail)

  • Tags

  • Website

Notes

  • Notes
    Internal notes visible only to your team

  • Alert notes
    Important messages shown during order creation, such as special handling instructions or account alerts

Pricing & Sales Defaults

Update default values that apply when creating sales orders:

  • Price list

  • Discount (%)

  • Sales rep

Financial & Tax Settings

You can update:

  • Payment terms

  • Tax rate

  • Tax exempt number

  • Accounting or QuickBooks class (if enabled)

Ordering Rules

Define rules that apply to sales orders for this customer:

  • Minimum order amount

  • Minimum order quantity

Shipping Preferences

Set default shipping values:

  • Preferred carrier

  • Shipping terms

  • Shipping method

  • Service level

Notifications

Control whether the customer receives:

  • Sales order notifications

  • Shipment notifications

  • Invoice notifications

Templates

Assign default templates for documents generated for this customer:

  • Sales Orders

  • Invoices

  • Invoice receipts

  • Packing lists

  • Quotes

Portal Access

If enabled, you can:

  • Turn B2B portal access on or off

  • Assign a B2B catalogue

Custom Fields

  • Custom fields are defined by your organization

  • Available fields may differ by account

  • Update only the fields relevant to your workflow

Related Customer Updates

All customer information can be updated at any time using the available tabs in the customer record.

For step-by-step guidance on specific areas, see:

  • Add and Manage Addresses

  • Add and Manage Contacts

  • Customer Pricing Rules

  • Customer Attachments

  • Customer Memos

  • Customer Orders

Each article provides focused instructions for that section.

Best Practices

  • Keep customer names consistent for reporting and search

  • Use alert notes for time-sensitive or critical information

  • Review pricing and payment terms before confirming large orders

  • Use tags and types for filtering and segmentation

What’s Next

After updating customer information, you may want to:

  • Add and Manage Addresses

  • Add and Manage Contacts

These steps help complete the customer profile for billing, shipping, and communication.

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