How do I update a user's contact information in WizCommerce?

If a customer's name, email address, phone number, or any other account detail needs to be updated, you can do this directly from the Customers tab in WizCommerce. Changes take effect immediately, so the customer's profile reflects the new information across the platform right away.

» How to update a customer's details on the web portal

1. Log in to WizCommerce and go to the Customers tab.
2. Find the customer you want to update using the search bar or column filters.
3. Click the Action column for that customer.
4. Update any of the following fields as needed:
   • Contact information (name, email, phone)
   • Billing and shipping addresses
   • Sales representative assignment (admin access required)
   • Assigned price list (admin access required)
   • Payment terms or credit limits
   • Custom fields
   • Internal notes
5. Save the changes.

You can also open the customer's profile directly by clicking their name in the Customers list, then edit their details from there.

» Important things to know before you update

Changing a customer's email address: Once the email is updated, the old email will no longer work for login. Let the customer know to log in with their new email address going forward so they are not caught off guard.

If the customer is synced with an ERP: Changes take effect immediately in WizCommerce. The updated fields will then sync back to your ERP on the next scheduled cycle, so the two systems stay aligned.

Sales rep and price list changes: These two fields require admin access. If you do not see the option to update them, your role does not include the required permission. Reach out to your Administrator to enable it under Settings → User Management → Roles.

» Tips to avoid issues

• Always notify the user after updating their email so they're not caught off guard at their next login
• If you're on an ERP integration, update both systems at the same time to prevent the change from being overwritten during the next sync