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Managing Customers

The Customers section is where you create, find, review, and manage all the buyers your business works with. Whether you are adding a new account at a trade show, reviewing a returning buyer's profile before a meeting, or managing inactive accounts, this is your starting point.

A. Adding a New Customer

  1. Create a New Customer

On the Mobile App

  • From the Customers tab, click Create Customer to open the customer creation form.customer form 1 (1)

     

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.

customer 2 (1)
 

  • 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 Details (Optional but recommended):

 customer form (1)

  • Payment Terms: Default terms for this account (Net 30, Net 60, COD, Prepaid, etc.)

  • 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

From the Customers tab, click Create Customer to open the customer creation form. customer tab (1)

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.

customer 2 (2)
 

  • 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 Details (Optional but recommended):

customer 13 (1)customer 4 (1)

  • Payment Terms: Default terms for this account (Net 30, Net 60, COD, Prepaid, etc.)

  • Mode of Payment: Default payment method for this account

  • Other Details: Default carrier and shipping preference

Where can you add customers:

  • The Sales Rep App (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 (enters approval queue)

  • Bulk import: Upload multiple customers at once via CSV file [Link to customer import/export]

  • 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.

On the mobile app, the search bar in the Sales Rep App is universal, searching 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, allowing you to search within a specific attribute directly.

On the Mobile AppScreenshot 2026-03-01 at 4.52.34 PM

On the Web Portal

customer 5 (1) 

  1. Filter and Sort the Customer List

The Customers tab contains all customer accounts in WizCommerce, whether created by a rep in the Sales Rep App (WizOrder) or approved through the Online Storefront (WizShop). It is available on both the mobile app and web portal, with slight differences in layout and available columns.

On the Mobile AppScreenshot 2026-03-01 at 4.57.52 PM

On the Web Portal

 

C. Customer Details Page

Click on any customer name to open their full profile. From here, you can review all account information, activity, and history in one place.  customer 6 (1)

Left Panel: Account Information

This panel shows all key details for the customer account at a glance:

customer 8 (1) 

  • 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, authorize 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:customer 10 (1)

  • 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:

customer 9 (1) 

  • 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 were not converted to an order or quote

Recent Transactions 

customer 11 (1)

Displays all transactions associated with this customer, such as orders, quotes, drafts, invoices, payments, and credits, each showing the Reference ID, Type, Status, Payment Status, and available actions. Click any row to open the full detail page. /

D. Editing a Customer

From the customer tab

On the Web Portal

Click on the action column to;action column (1)

customer 13 (1) 

  • Update contact information (name, email, phone)

  • Change or add billing and shipping addresses

  • Reassign the sales representative (admin access)

  • Switch the assigned price list (admin access)

  • Update payment terms or credit limits

  • Modify custom fields

  • Add internal notes

Note: Changes take effect immediately. If the customer is synced with an ERP, updated fields sync on the next cycle.

E. Delete Customers

From the Customer’s Details Page

  • From the customer details page, click the three-dot menu and select Delete. Confirm the action. 

delete customer

Deleting a customer removes their access to WizShop and hides them from active customer lists. All order history, quotes, and activity data are preserved.

Common reasons to deactivate:

  • The buyer's business has closed

  • The account has been dormant for an extended period

  • The customer relationship has ended

  • A duplicate record needs to be retired