Editing Customer Information

Editing Customer Information

The Edit Customer Information action in QwikSell allows you to update key details about your clients, manage their sites, and maintain accurate account records. These updates ensure that all sales data, quotes, and customer information remain consistent across your organization.

Accessing the Edit Function

• Navigate to the Customers module in your QwikSell app.
• Locate the customer you’d like to edit.
• From the Actions menu on the right, select Edit Customer Information.
• The customer’s full profile will open, allowing you to make necessary updates.

Editable Fields and Options

Within the customer profile, you can update the following:

• Company Information:
  Edit company name, billing address, phone number, or other core details.
• Company Status:
  Change between Active or Inactive to reflect the client’s current relationship with your organization.
• Sites:
  Add new sites for customers with multiple locations, or edit existing ones to update addresses or site details.

Integration with PSA Systems

Note: If QwikSell PSA Integration is configured, any edits you make to customer records in QwikSell will automatically sync to your PSA platform.

This ensures that all connected systems — including quoting, billing, and client management — stay perfectly aligned and up to date.

Pro Tip

When adding or updating sites, always confirm that the billing and service addresses are correctly assigned. This helps prevent issues when generating quotes or sending invoices.