The Customers section is where you create, find, review, and manage all the buyers your business works with, whether you're adding a new account, reviewing a returning buyer's profile, or managing inactive accounts.
This article covers how to create a new customer, search and filter the customer list, navigate the customer details page, edit account information, and delete customers.
Platform: WizOrder | Who is this for: Admins & Sales Rep
To Get There: Customers > Create Customer
Table of Contents
| Sections | Topics |
| A | Add a New Customer |
| B | Customer List and Search |
| C | Filter and Sort the Customer List |
| D | Customer Details Page |
| E | Edit Customer Details |
| F | Delete a Customer |
| G | FAQs |
Before You Begin
- Ensure you have the necessary access to create or edit customers in WizCommerce.
- If the customer is synced with an ERP, any changes you make will sync on the next scheduled cycle.
A. Add a New Customer
Create a New Customer
On the Mobile App
- Go to the Customers tab.
- Click Create Customer to open the customer creation form.
Quick Add (the default customer form): Lets you create a new customer immediately — ideal for trade shows where you need to capture an account quickly and fill in the remaining details later.
Fill in the following fields:
- Company Name: The business name that identifies this customer throughout the system
- Display Name: The name shown in lists, dropdowns, and search results
- Primary Contact: Name, email address, and phone number for the main point of contact
- Price List: Assign the customer to a pricing tier. Determines which prices they see.
- Billing and Shipping Address: The customer's official billing and shipping add
Add Optional Details (Optional but recommended):
- Payment Terms: Default terms for this account (e.g., Net 30, Net 60, COD, Prepaid)
- Website User: Give access to your Online Storefront by adding required details (name, email ID, phone number)
- Mode of Payment: Default payment method for this account
- Other Details: Upload any business cards, brochures, etc.
On the Web Portal
- Go to the Customers tab.
- Click Create Customer to open the customer creation form.
Quick Add (the default customer form): Lets you create a new customer on the spot — ideal for trade shows where you need to capture an account quickly and fill in the remaining details later.
Fill in the following fields:
- Company Name: The business name that identifies this customer throughout the system
- Display Name: The name shown in lists, dropdowns, and search results
- Primary Contact: Name, email address, and phone number for the main point of contact
- Price List: Assign the customer to a pricing tier. Determines which prices they see.
- Billing and Shipping Address: The customer's official billing and shipping address
Add Optional Details (Optional but recommended):
- Payment Terms: Default terms for this account (e.g., Net 30, Net 60, COD, Prepaid)
- Mode of Payment: Default payment method for this account
- Other Details: Default carrier and shipping preference
Where you can add customers:
- WizOrder: Reps can create customers on the fly during trade shows, showroom visits, or field calls
- WizShop: Customers can request an account through the storefront registration form — it enters an approval queue
- Bulk import: Upload multiple customers at once via CSV file
- ERP sync: Customers created in your ERP sync automatically
B. Customer List and Search
1. Search for a Customer
Use the search bar to find customers by company name, contact name, address, phone number, or customer ID.
The search bar in WizOrder is universal — it searches across all customer attributes including name, address, and phone number from a single field. On the web portal, each column has its own search bar, letting you search within a specific attribute directly.
On the Mobile App
On the Web Portal
C. Filter and Sort the Customer List
The Customers tab contains all customer accounts in WizCommerce — whether created by a rep in WizOrder or approved through WizShop. It is available on both the mobile app and web portal, with slight differences in layout and available columns.
On the Mobile App
On the Web Portal
D. Customer Details Page
Click on any customer name to open their full profile. From here, review all account information, activity, and history in one place.
Left Panel: Account Information
This panel shows all key details for the customer account at a glance:
- Customer ID: Unique system identifier for this account (e.g., C_00498)
- Pricelist: The pricing tier assigned to this customer (e.g., Wholesale)
- Sales Rep: The rep assigned to manage this account
- Name: Primary contact name
- Phone and Email: Contact details for the account
- Reference ID: External reference ID if mapped to an ERP or third-party system
- Is Taxable: Indicates whether tax applies to this account
- Payment Terms: Default payment terms for this account (e.g., 50% Deposit)
- Payment Method: Shows the saved payment method or prompts to collect payment, authorise a card, or add credits
- Updated On / Created On: Timestamps showing when the record was last modified and when it was first created
Right Panel: Sales Activity
Tabbed Navigation:
- Sales: Orders, quotes, drafts, abandoned carts, invoices, payments, and credits
- Activity: Interaction history
- Tasks: Assigned tasks and follow-ups for this account
- In-Person Visit: Log and view visit history
- Notes: Internal notes attached to this account
- Product Insights: AI-powered insights on product performance and buying patterns for this customer
- Profile: Full account settings including pricing, payment terms, and rep assignment
Analytics Section:
A quick snapshot of the customer's performance:
- Total Revenue: Lifetime revenue generated from this account
- Total Orders: Total number of orders placed
- Total Quotes: Total number of quotes created
- Drafts: Number of orders saved as drafts
- Abandoned Carts: Carts started but not converted to an order or quote
Recent Transactions:
Displays all transactions associated with this customer — such as orders, quotes, drafts, invoices, payments, and credits. Each row shows the Reference ID, Type, Status, Payment Status, and available actions. Click any row to open the full detail page.
E. Editing a Customer
From the Customer Tab
On the Web Portal
- Go to the Customers tab.
- Click the Action column for the customer you want to edit.
- 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
Note: Changes take effect immediately. If the customer is synced with an ERP, updated fields sync on the next scheduled cycle.
F. Delete Customers
- Open the customer's details page.
- Click the three-dot menu at the top of the page.
- Select Delete.
- Confirm the action.
Note: You can delete a customer only if there are no orders/quotes linked to them. This action permanently deletes the customer.
Customers with linked orders cannot be deleted. To delete such customers, contact our support team.
FAQs
1. Can a sales rep create a customer, or is it admin-only?
A. Yes. Sales reps can create customers directly from WizOrder,on the mobile app or web portal, during trade shows, showroom visits, or field calls. Admin access is only required for actions like reassigning a sales rep or switching a price list.
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 immediately in WizCommerce. If the customer is synced with an ERP, the updated fields sync back on the next scheduled ERP cycle.
Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.