Edit Customer

Edit Customer




This is where you can view all customers and suppliers you have entered into printIQ. All this is managed from Customers > View Customers.

 


 

 

The following box will appear:

 


 

 

From here you can click on the customer name to open up the customer details:

 

 



You can edit details and link any custom pricing lists.

 


 

 

You can also add additional contacts within that company or alter/update the billing and delivery addresses, or add multiple delivery addresses.

A list of any ‘Users’ associated with this account can also bee seen here as well as customer groups.

 




 

 

 


    • Related Articles

    • Customer Billing Address and Billing Contact Edit Restrictions

      A Customer may only have one Billing type address specified. They can have multiple delivery addresses. A delivery address can be set as the billing address, but it will remove the ‘billing’ flag from the previously set billing address. Two settings, ...
    • Setting up a Customer Portal & Branding

      This article is intended to help with the steps to setup a customer portal within your site so they can log in and see their own quotes, jobs, order via simplified or send in an RFQ. Step 1 - Setting up the Customer User This is done in the USER ...
    • EDIT JOB - How to edit a job

      IQ has extensive functions to edit a job currently in production. You can access the edit screens from the 'Job Details' screen: There are 4 edit options: Change Path Edit From Quote Change Quantity Add Operation Please note: Delivery charges and ...
    • Bulk Updating Customers or Suppliers

      How to Export Customer/Suppliers There is an explanation of the customer/supplier fields in the PDF attached to this document Managing bulk updates is in Admin > Customers > View Customers. Show filters on the top right hand side of the screen under ...
    • Webhooks - Create Customer Address

      Please Note, All of the Customer Webhooks will fire without hitting the webhook queue. This Webhook will fire when you create/edit an Address in printIQ customer page. Address in payload data will be taken from this field. Please download the ...