Creating and Editing Customers in Veeqo

This guide contains information on a paid plan feature. For more information on our subscription plans, check out this guide.

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 manually 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. This guide focuses on wholesale customers, but information on retail customers is included at the end of the guide.

Before You Start

Before you create wholesale customers in Veeqo:

Create your price-lists. These can be assigned to customers to ensure each wholesale customer gets the correct pricing on their invoices.
Check out our Wholesale Orders guide.

Wholesale Customers

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 Wholesale Customers

Go to Settings.
Click on Customers.
Click "+ Add New Customer".
Next to "Customer Type" click the drop down and select "Wholesale", the page will update to the wholesale form. Fill out the sections below:
1. Company details:
  1. Company name
  2. Price list
  3. Account number (#)
  4. Remote ID
  5. Customer notes
2. Contact details:
  1. First name
  2. Last name
  3. Email
  4. Phone number
  5. Job title
3. Payment details:
  1. Payment terms (choose from Net 7 to Net 90 days or None)
  2. Minimum order value
  3. Default discount (%)
  4. Delivery method
4. Billing Address:
  1. First name
  2. Last name
  3. Company name
  4. Phone number
  5. Address 1
  6. Address 2
  7. Town/City
  8. State/Country
  9. Postcode/Zip
  10. Country
5. Shipping details: choose "same as billing" or enter an alternative address manually.
Click save.

Editing Wholesale Customer Details

If you need to edit your customer details:

Go to Settings.
Click on Customers.
Find your customer and click "Actions" and "View customer details".
Edit your customer details. You can also convert the customer to "retail" here.
Click Save.

Adding multiple contacts and addresses

Your wholesale customers may have multiple addresses and contacts which can all be saved under the same customer in Veeqo.

To add an address:

Go to Settings.
Click on Customers.
Find your customer and click "Actions" and "View customer details".
Scroll to the bottom of the screen and click on "+ Add new address" in the Addresses section.
Fill out the information and select if you want this address to become the default for either billing or shipping for this customer.
Click Save.

To add a contact:

Go to Settings.
Click on Customers.
Find your customer and click "Actions" and "View customer details".
Scroll to the bottom of the screen and click on "+ Add new contact" in the Contacts section.
Fill out the information and select if you want this contact to become the default for this customer.

Retail Customers

Retail customers are created automatically when an order syncs to Veeqo or you create a manual order. You also have the option to create retail customers manually.

Creating Retail Customers

Go to Settings.
Click on Customers.
Click "+ Add New Customer".
Here you will see the customer details fields. Fill out the sections below:
1. Customer type: select if this customer is retail or wholesale.
2. Contact details:
  1. Email
  2. Phone
  3. Mobile
3. Billing Address
  1. First name
  2. Last name
  3. Company name
  4. Phone number
  5. Address 1
  6. Address 2 (optional)
  7. Town/City
  8. State/County
  9. Postcode/Zip
  10. Country
Once you have filled in the information, click save.

Editing Retail Customers

Go to Settings.

Click on Customers.
Find your customer and click "Actions" and "View customer details".
Edit your customer details. You can also convert the customer to "wholesale" here.
Click Save.

Connecting your Lightspeed Retail X-Series (Formerly Vend) POS

Import Wholesale orders

Cancelling orders in Veeqo

Navigating Veeqo

Veeqo Plans Overview