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Sales

Customers - Edit Customer

The Edit customer functionality allows you to edit certain details on the Customer Maintenance screen.

If you are using a Customer Code Prefix with the Customer Code - For a detailed handling of this topic refer to Add Customer with Customer Code Prefix.

Ribbon Access: Sales >  Customers

  1. The Customer Listing screen will be displayed.
  2. Select the Site that you wish to work in.
    • The example has Durban selected.
  3. Select the Status for the customer you wish to edit.

    Note that you can edit a customer in all States except for New-CRM and Inactive.

    • The example has Active selected.
  4. Click on the row of the customer you wish to edit.
  5. Click on Edit.

    Short cut key: Right click to display the All groups menu list. Click on Edit.

  1. The Customer Maintenance screen will be displayed.
  2. This screen will open with the Detail panel by default.
  3. From the Detail panel you can now edit and add to the customer Details, as required.

Edit Commercial tab

  1. Click on the Commercial tab to display the commercial details.

  1. Add or edit the Sites and Salespersons linked to this customer, as well as the Customer Banking Details, the Payment Method, e.g. Debit Order and the Customer Commercial.
  2. Custom 1-10: You can use these fields to add additional information not currently set up for the customer. The field names can be re-named according to your company requirements. Please contact your BPO specialist or CO3 Support for assistance.

Authorisation Tab

  1. Click on the Authorisation tab.

  1. The Authorisation Information panel will be expanded. This panel cannot be edited from this screen. You can dock this panel to the screen.
  2. Here you can view the Approval Date and Time, the Name of the person who authorised this customer with Comments, where applicable.

Save Edits

  1. Click on Save to update the Customer information and save any changes. Close this screen to return to the Customer Listing screen.
    • Click on Back if no changes are required or to discard any changes made.