Steps
- Empty the cart. Customers can only be selected with an empty cart.
- Find the customer. Type their name or number in Search or Add Customer and tap them in the suggestions.
- Open EDIT CUSTOMER. With the customer selected, tap the customer button beside the search box. EDIT CUSTOMER opens with their details.
- Change the details. Update First Name, Middle Name, Last Name, Contact Number(required), Mobile Number or Customer group.
- Update the address. Set the country, state and city and type the Home Address. Delivery orders use this address.
- Save. Tap DONE to save the changes.
Adding an address for delivery
The Delivery card on Home needs a customer with an address. If you tap Delivery and the selected customer has none, the app shows Please add customer address first and takes you to the edit screen. Add the address, tap DONE, and start the Delivery order again.
- Contact Number can't be left empty.
- Changes are saved to the server and show in the back office Contacts.
- For balances, ledgers and groups, use Contacts in the web back office.
Frequently asked questions
How do I change a customer's phone number?
Select the customer in Search or Add Customer on Home, tap the customer button to open EDIT CUSTOMER, change Contact Number or Mobile Number, and tap DONE.
Why does Delivery ask me to add an address?
Delivery orders need somewhere to deliver. The app opens EDIT CUSTOMER so you can add the Home Address, then you can start the Delivery order.