Edit Customer Information

Edit Customer Information

Info
Module: Order Detail/Customer Detail Center
Path:
Topic: Edit Customer Information
Version(s): Version 5.1 and up
Editions: Standard, Commerce, Call Center

What Is Edit Customer Information

The Master Customer Address can be edited from both the Customer Detail Center and the Order Detail Screen. The same Edit Customer Information pop-up will appear from both locations.

Making The Connection

Where Will I See This Within OLX?

You will see this on Customer Detail Center, Order Detail, and Notifications.

What Reports Can Be Pulled?

  1. Datawarehouse Export Definitions
  2. Continuity Customer List Report Definitions

What Imports/Exports Relate to Edit Customer Information

  1. at this time there are no im/exports specifically related to editing customer information

Trouble Shooting

  1. The email address entered is not valid.

    1. The email address needs to follow traditional email format username@domain.name

Edit Record


  1. To edit an existing record, click on the edit pencil.
    1. Order Detail: Click the edit pencil beside Customer Information

    2. The Customer Information window will pop up.


  1. In the Edit Customer Information window, you can either load an existing Bill-To Address to set as the new Master Customer Address, or you can enter information directly into the text boxes.
  2. To choose an existing address, click on the drop-down menu beside the label “Profiles” and click the address you will be updating the customer’s address to. The text on the pop-up window will update to the values for the added you selected from the drop down. 
    2. Click Save to apply the change.
  3. When editing the information directly, make any modifications to the address in the text boxes, ensuring that ill required fields (as marked with a red *) are complete.
  4. Company Name - correlates to import field BILL_COMPANY
  5. Contact Title - entered during manual order entry
  6. First Name (*required) - correlates to import field BILL_FIRST_NAME
  7. MI - entered during manual order entry
  8. Last Name (*required) - correlates to import field BILL_LAST_NAME
  9. Address (*required) - correlates to import field BILL_ADDRESS1
  10. Address 2 - correlates to import field BILL_ADDRESS2
  11. City (*required) - correlates to import field BILL_CITY
  12. State (*required) - correlates to import field BILL_STATE
  13. Zip Code (*required) - correlates to import field BILL_ZIPCODE
  14. Country (*required) - correlates to import field COUNTRY
  15. County - this will auto populate based on zip code associated to record
  16. Phone Number - correlates to import field BILL_PHONE_NUMBER
  17. Fax Number - entered during manual order entry
  18. PM Phone Number - correlates to import field BILL_PHONE_2
  19. Notes - this will display on the order detail in the customer information section
  20. Email Address - the email address needs to follow traditional email format username@domain.name
  21. ImportID - if an imported order this field correlates to the CUSTOMER_NUMBER field from import 
  22. Age - independent of Date of birth field
  23. No Sol
    1. unchecked - False, system notifications will be sent to the customer if eligible
    2. checked - True, notifications are not permitted to be sent from OLX to the customer
      AlertNo Soliciting is only for system notifications and will not affect Contact Customer feature.
  24. Date of Birth - displays MM/DD/YYYY
  25. Gender
    1. Male
    2. Female
  26. Customer Status - this is used for reporting purposes only and is custom depending on what is setup in your system.
  27. Tax Exempt
    1. uncheck - No, tax will be applied if system settings determine customer is eligible.
    2. checked - Yes, tax is not calculated during order creation for this customer, to include if adding an item to an existing order or during autoship processing.

* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To print the current window, click the Print button .

Copyright 2019
Revised 12.15.2025



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