How to Edit a Customer

To edit a customer, open the customer listing page and click on the Company name

The Customer Editing page will open. Click into the field you wish to edit and make your changes .

Use the buttons at the top of the window to save work or return to previous page

  1. Save/Undo- Click to save changes, or use the Undo button if you make a mistake
  2. Delete- use the delete button to remove a customer. NOTE: you cannot delete a customer that has history in s2k.
  3. Audit- review changes on this window
  4. Listing- return to the main listing page when finished