Manage customer records and addresses

Open Customers → Customers to search customer records or add a new one. A customer record can keep contact details and related activity together across sales and documents.

Add or update a customer

1. Choose the add action or open a customer from the list.
2. Enter or update the details requested by the form, then save.
3. Check the saved profile before using its phone number or email for a receipt.

You can also add a customer from a sale, quote, or invoice form when that action is available.

Maintain a delivery address

Open the customer’s address section to add or update a saved address. Choose a location from the options shown and add any other address details requested. Saved addresses can be selected for POS delivery. The supported country and locations depend on the options available in SokoWise.

Changing an address does not rewrite delivery details already saved on an order or sale. If a transaction is linked to the wrong customer, review the actions on that transaction; editing the customer profile does not reassign earlier activity.