--- title: Manage Customers description: Learn how to edit, merge, mark as active or inactive, and delete customers in WizOrder to keep your customer records accurate and up to date. --- [Skip to content](https://knowledge.wizcommerce.com/manage-customers#main-content) [![Asset 9](https://knowledge.wizcommerce.com/hs-fs/hubfs/Asset%209.png?width=223&height=30&name=Asset%209.png)](https://wizcommerce.com/) Open main navigation Close main navigation - [Contact us](https://mail.google.com/mail/?view=cm&fs=1&to=help@wizcommerce.com) [Contact us](https://mail.google.com/mail/?view=cm&fs=1&to=help@wizcommerce.com) Hi, how can we help? - There are no suggestions because the search field is empty. 1. [WizCommerce Help Centre](https://knowledge.wizcommerce.com/) 2. [Customers & Accounts](https://knowledge.wizcommerce.com/customers-accounts) October 12, 2026 # Manage Customers The **Customers** tab is also where you keep customer records accurate as your business changes. You can edit customer details, **Merge** duplicate customers, mark customers as **Active** or **Inactive**, and **Delete** customers you no longer need. This article covers how to edit customer details, merge duplicate customers, mark customers as active or inactive, and delete customers.     **Platform:** WizOrder      |      **Who is this for:** Admins & Sales Rep **To Get There:** *CRM \> Customers*  --- #### Table of Contents | **Sections** | **Topics** | | --- | --- | | **A** | [Edit Customer](https://knowledge.wizcommerce.com/manage-customers#section-a) | | **B** | [Merge Customers](https://knowledge.wizcommerce.com/manage-customers#section-b) | | **C** | [Mark as Active-Inactive](https://knowledge.wizcommerce.com/manage-customers#section-c) | | **D** | [Delete Customer](https://knowledge.wizcommerce.com/manage-customers#section-d) | | **F** | [FAQ](https://knowledge.wizcommerce.com/manage-customers#faqs) | --- #### Before You Begin - Make sure your role has permission to edit customers. Changing a customer’s **Sales Rep** or **Pricelist** requires admin access. - If the customer is synced with an ERP, changes you make in WizCommerce sync on the next scheduled cycle. If you don’t have edit permission, make the change in the ERP instead. - **Merge** and **Delete** cannot be undone. Double-check that you have selected the right customer first. - For duplicate customers, use **Merge** instead of **Delete** to keep their orders, contacts, and history. - Mark a customer as **Inactive** to keep their record without deleting it. An Inactive customer stays in WizOrder for reference, but no new carts, quotes, or orders can be created for them. Their existing data is still visible. --- ### A. Edit Customer ##### **» Through Web Portal** 1. Go to CRM → **Customers**. 2. Click the **Action** column for the customer you want to edit. ![MC16](https://knowledge.wizcommerce.com/hs-fs/hubfs/MC16.png?width=670&height=382&name=MC16.png) 3. Make your changes. You can update: - 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 and more ![1-Jul-22-2026-01-08-31-5231-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/1-Jul-22-2026-01-08-31-5231-PM.png?width=670&height=379&name=1-Jul-22-2026-01-08-31-5231-PM.png) 4. For example, go to **Preferences** if you want to **edit Payment Terms**. ![2-Jul-22-2026-01-08-58-8904-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/2-Jul-22-2026-01-08-58-8904-PM.png?width=670&height=379&name=2-Jul-22-2026-01-08-58-8904-PM.png) 5. **Select the Payment Term** from the dropdown. ![3-Jul-22-2026-01-11-29-6023-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/3-Jul-22-2026-01-11-29-6023-PM.png?width=670&height=379&name=3-Jul-22-2026-01-11-29-6023-PM.png) 6. Click **Clear** to deselect the Payment Term and leave it blank. ![5-Jul-22-2026-01-11-29-5018-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/5-Jul-22-2026-01-11-29-5018-PM.png?width=670&height=379&name=5-Jul-22-2026-01-11-29-5018-PM.png) 7. Then click **Save** to make the changes. ![4-Jul-22-2026-01-11-30-0973-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/4-Jul-22-2026-01-11-30-0973-PM.png?width=670&height=379&name=4-Jul-22-2026-01-11-30-0973-PM.png) **Note:** Changes take effect immediately. If the customer is synced with an ERP, updated fields sync on the next scheduled cycle. --- ### B. Merge Customers The **Merge** feature allows you to combine two customer records into a single unified profile in case of a duplication. This is useful for cleaning up duplicate entries and consolidating order history, contacts, and other data under one primary customer record. Use the Merge feature when you have duplicate customer accounts, for example, the same company was created twice under slightly different names, and you want to consolidate their data without losing any history. ##### **» Step 1: Open the Merge Panel** 1. Go to CRM → **Customers** ![Screenshot 2026-04-30 at 7.15.11 PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/Screenshot%202026-04-30%20at%207.15.11%20PM.png?width=670&height=379&name=Screenshot%202026-04-30%20at%207.15.11%20PM.png) 2. **Click the three-dot menu (⋮) and then select Merge.** ![Screenshot 2026-04-30 at 7.14.44 PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/Screenshot%202026-04-30%20at%207.14.44%20PM.png?width=670&height=378&name=Screenshot%202026-04-30%20at%207.14.44%20PM.png) **Note:** You can also merge customers directly from a customer's profile. Open the **Customer Details Page** of the customer you want to merge, click the **three-dot menu**, and then click **Merge**. The same merge flow applies from here. ![3-Jun-29-2026-02-03-27-0236-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/3-Jun-29-2026-02-03-27-0236-PM.png?width=670&height=364&name=3-Jun-29-2026-02-03-27-0236-PM.png) ##### **» Step 2: Select the Customers to Merge** 1. In the Select a lead or customer side panel, choose the Leads or Customers tab based on the record you want to merge. Use the search bar to quickly find a specific record. ![Screenshot 2026-04-30 at 7.15.33 PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/Screenshot%202026-04-30%20at%207.15.33%20PM.png?width=670&height=380&name=Screenshot%202026-04-30%20at%207.15.33%20PM.png) 2. Check the boxes next to the two records you want to merge and click Next. ![Screenshot 2026-04-30 at 7.15.59 PM 2](https://knowledge.wizcommerce.com/hs-fs/hubfs/Screenshot%202026-04-30%20at%207.15.59%20PM%202.png?width=670&height=378&name=Screenshot%202026-04-30%20at%207.15.59%20PM%202.png) ##### **» Step 3: Choose the Primary Record** 1. On the Merge screen, select the radio button next to the customer you want to keep as the Primary record. This record will remain after the merge, and the other customer’s data, such as orders and quotes, will be merged into it. ![Screenshot 2026-04-30 at 7.16.24 PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/Screenshot%202026-04-30%20at%207.16.24%20PM.png?width=670&height=378&name=Screenshot%202026-04-30%20at%207.16.24%20PM.png) **Note:** A lead or an inactive customer/lead cannot be selected as the primary entity when merging. ##### **» Step 4: Configure Entity Group Settings** 1. Scroll down to the Entity Group section. For each data category linked with the duplicate customer, choose whether to Merge it into the primary record or Ignore it. The available categories are: 1. **Order & Quote:** Merge all orders and quotes from the secondary record 2. **Contacts:** Merge or ignore associated contacts 3. **Addresses:** Merge or ignore saved addresses 4. **CRM (Activities, Tasks, Notes, Emails, Visits):** Merge or ignore CRM activity history 2. Once you have configured your preferences, click **Merge** to complete the process. ![Screenshot 2026-04-30 at 7.16.53 PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/Screenshot%202026-04-30%20at%207.16.53%20PM.png?width=670&height=379&name=Screenshot%202026-04-30%20at%207.16.53%20PM.png) #### **After the Merge** A notification will appear confirming the merge is in progress/completed (e.g., "Merging 2 customers — ABC Company, ABC"). You can track the status in the **Notifications** panel. Once complete, the primary customer record will reflect the consolidated data based on your entity group selections. ![Screenshot 2026-04-30 at 7.17.25 PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/Screenshot%202026-04-30%20at%207.17.25%20PM.png?width=670&height=378&name=Screenshot%202026-04-30%20at%207.17.25%20PM.png) **Note:** You can also merge a customer from the Customer Details page. Click *[here](https://knowledge.wizcommerce.com/manage-customers#merge-customer)* to learn how. --- ### C. Mark as Active-Inactive Mark a customer as inactive when you no longer do business with them but still want to keep their records. Inactive customers stay in the system so you can still view their details and history, but no actions can be performed on them. When you are ready to work with the customer again, mark them as active. **What happens when a customer is inactive:** - You can’t create quotes, carts, or orders for the customer. - The customer and their existing records stay in the system for reference. ###### **» Mark Customer as Inactive** You can do this from the Customers table or from the customer’s details page. **From the Customers table:** 1. Go to CRM → **Customers** and find the customer. 2. Click the **three-dot menu** in the **Action** column.  ![customer-1](https://knowledge.wizcommerce.com/hs-fs/hubfs/customer-1.png?width=670&height=363&name=customer-1.png) 3. Select **Mark as Inactive**.  ![mark inactive](https://knowledge.wizcommerce.com/hs-fs/hubfs/mark%20inactive.png?width=670&height=364&name=mark%20inactive.png) **From the customer details page:** 1. Open the **customer’s details page.** 2. Click the **three-dot menu** at the top. 3. Select **Mark as Inactive**. ![inactive](https://knowledge.wizcommerce.com/hs-fs/hubfs/inactive.png?width=670&height=364&name=inactive.png) ###### **» Mark Customer as Active** Follow the same steps, from either the Customers table or the customer’s details page, and select **Mark as Active**. **Note:** Once the customer is active again, you can create quotes, carts, and orders for them as usual. --- ### D. Delete Customer Deleting a customer permanently removes their account and all associated records from WizCommerce. Use this when a customer account is no longer needed and you want to clear it out completely, including any linked orders, carts, and contacts. 1. Open the **Customer's Details Page**. 2. Select a **Customer** you want to delete. 3. Click the **three-dot menu** at the top of the page. 4. Click **Delete**. ![1-Jun-29-2026-01-03-55-1438-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/1-Jun-29-2026-01-03-55-1438-PM.png?width=670&height=364&name=1-Jun-29-2026-01-03-55-1438-PM.png) 5. Click **Yes, Delete** to delete the customer and all associated data. ![2-Jun-29-2026-01-03-54-8843-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/2-Jun-29-2026-01-03-54-8843-PM.png?width=670&height=362&name=2-Jun-29-2026-01-03-54-8843-PM.png) **Note:** Deleting a customer permanently removes their account and all associated records from WizCommerce.  --- #### **FAQs** **1. Why can’t I edit a customer I created?** **A.** On some accounts, sales reps can create customers but can’t edit them afterwards. If you can’t edit a customer, ask your admin or office team to make the change in your ERP. WizCommerce pulls in the update on the next scheduled sync. **2. What happens to a customer’s data if they are synced with an ERP and I edit their details in WizCommerce?** **A.** Changes take effect in WizCommerce immediately. If the customer is synced with an ERP, the updated fields sync back on the next scheduled ERP cycle. **3. Can I choose which data gets merged when combining two customer records?** **A.** Yes. During the merge process, you can configure what gets carried over into the primary record for each data category, including Orders & Quotes, Contacts, Addresses, and CRM activity (tasks, notes, emails, visits). For each category, you can choose to either merge it into the primary record or ignore it entirely. **4. What happens when I mark a customer as Inactive?** **A.** The customer stays in WizOrder for reference, and their existing orders, quotes, and history are still visible. However, no new carts, quotes, or orders can be created for them. **5. What’s the difference between marking a customer Inactive and deleting them?** **A.** Marking a customer ***Inactive*** keeps their record and history in WizOrder but stops any new activity. ***Delete*** permanently removes the customer and their associated data. 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