Edit a Retail customer
You can edit your Retail customer information in your settings. To do this follow these steps:
Go to Settings> Customers
You can filter to only show your retail customers to make it easier to search.
3. Click into the customer you would like to edit.
4. If you would like to edit the customer’s details or billing address, click the edit pencil in the top right corner of the page.
5. From here you can edit a customers Details including the customer type (Retail/ Wholesale), email, phone numbers and the Billing address.
6. To save the changes you have made, click update customer in the bottom right corner of the page
Edit a Wholesale customer
Veeqo allows you to edit Wholesale Customer’s information so you will not need to create a new customer if your customer changes their details.
Tip! You can choose to filter by customer type on the customer screen to make your customers easier to find
Editing company details
Go to Settings > Customers
Go into the company you would like to edit.
Click the pencil icon in the top right corner of the page.
4. From here you can edit company details, price list and payment details for the company.
5. To save, click update company.
Adding and editing contacts
Go to Settings > Customers.
Click into the company you would like to edit.
To edit an existing contact click the pencil icon next to the contact. Here you can edit the name, phone number, email and job title. Click update to save changes.
4. To create a new contact for this company, click new contact.
Adding and editing addresses
Go to Settings> Customers
Go into the company you would like to edit.
Click into the addresses tab.
4. If you have more than one address saved you can choose separate default billing and shipping addresses by ticking the check boxes.
5. To edit a current address, click the pencil icon to the right of the address. Here you can edit the company name, customer name, email, phone number and address. Click update to save changes.
6. To add a new address click new address, click new address.