Creating and Editing Customers in Veeqo

Customers will automatically be created when orders are pulled from your stores or you've created a new order in Veeqo. Once a customer has been saved in Veeqo, you can search for them when creating new orders and pre-fill all their details if they place more orders with you.

Unlike with retail orders, if you are creating wholesale orders in Veeqo, you will first need to have created the customer.

Creating Customers (Wholesale)

Creating a new or converting a retail customer into a wholesale customer gives you the ability to do the following:

Add multiple contacts to that user
Unlimited addresses and ability to set default billing and shipping
Set a default discount % to apply to their orders
Select a wholesale price list so when creating orders it will use those set prices
Set standard payment terms such as "Net 30 days"
Default currency & delivery method
Minimum order value, below which an order can not be created

Creating a new wholesale customer

Go to Settings.
Click on Customers
Click + New Customer
Change customer type to be "Wholesale"
Fill in your wholesale customer's details

NOTE: When creating a Wholesale customer, ensure that ALL contact information, as well as address and billing information is entered.

Information needed for wholesale customers

Account Number[Optional]: Set account number for that customer.

Customer Notes[Optional]: This will be visible to your team when creating an order for this customer.

Price List[Optional]: The default prices to use for this customer. Learn how to create new price lists.

Payment Terms[Optional]: How many days until your customer must pay you. When used orders for this customer will go into "Ready to Ship" without a payment.

Minimum order value[Optional]: You will not be able to create an order for this customer if the order total is less than this amount.

Default Discount %[Optional]: This % is applied as a discount to order total when creating an order for this customer.

Converting an existing retail customer to a wholesale customer

Find the customer first by going to Settings
Click on Customer
Use the Search customers box
or click into the customer and click the edit icon in the top right-hand corner
Click the "Retail type" dropdown and select Wholesale.
The next screen lets you add wholesale detail but looks a little blank, don’t worry the customer information is still saved.

Editing Customers (Wholesale and Retail)

To edit customers:

Go to Settings.
Select Customers.
Select "Retail" to edit a retail customer or "Wholesale" to edit a wholesale customer.
Click into the customer you would like to edit.
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. From here you can edit a customers Details including the customer type (Retail/ Wholesale), email, phone numbers and the billing address. If you are editing a wholesale customer, you can also edit price lists and company details. For more information on editing wholesale customers, see below.
Click save.

Editing Wholesale Customers (Additional Information)

You can edit a variety of information for wholesale customers:

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.
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.
If you have more than one address saved you can choose separate default billing and shipping addresses by ticking the check boxes.
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.
To add a new address click new address, click new address.