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Customers

Edit or remove a customer

Update a customer's details or remove them after checking linked orders.

Before you start

Before editing or removing a customer, check open or future orders linked to their record.

How to do it

  1. Open Customers
  2. Find the customer
  3. Edit or remove them using the available action
  4. Check any future orders
  5. Save

What happens next

After saving, check that the customer and any warehouses are available when you create or edit an order.

Good to know

If something does not work

Check the required fields, linked orders and your account permissions. If the issue continues, contact support with the customer concerned and the displayed message.

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