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

Screenshot 2022-03-23 at 14.16.29.png

In this article:

Editing company details

  1. Go to Settings > Customers

  2. Go into the company you would like to edit.

  3. Click the pencil icon in the top right corner of the page.

Screenshot 2022-03-25 at 15.30.42.png

4. From here you can edit company details, price list and payment details for the company.

5. To save, click update company.

Screenshot 2022-03-25 at 15.32.28.png

Adding and editing contacts

  1. Go to Settings > Customers.

  2. Click into the company you would like to edit.

  3. 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.

Screenshot 2022-03-28 at 08.56.04.png

4. To create a new contact for this company, click new contact.

Screenshot 2022-03-28 at 08.57.50.png

Adding and editing addresses

  1. Go to Settings> Customers

  2. Go into the company you would like to edit.

  3. Click into the addresses tab.

Screenshot 2022-03-28 at 09.01.55.png

4. If you have more than one address saved you can choose separate default billing and shipping addresses by ticking the check boxes.

Screenshot 2022-03-28 at 09.03.01.png

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.

Screenshot 2022-03-28 at 09.05.26.png

6. To add a new address click new address, click new address.

Screenshot 2022-03-28 at 09.08.16.png
Did this answer your question?