Edit/adjust a customer account

This guide will show you how to Adjust Customer Account in your EQ Software.

1. Click Customer List button on the main EQ toolbar:
   
   
   
   N.B. Any standard changes made to eStore customer details (Address, Phone No. etc.) will automatically update the customer's online account when you select Update on the customer screen.
   
   
2. Highlight the­ customer with a click, and go to the eStore tab:
   
   
   
   
3. Click the Edit button.
   
   
4. Edit the following details as required:
   

   This has several sections, with 2 default settings for each.
   To activate the option, Tick the Allow box, you can also apply a Min & Max Sales Order Value for that specific method.

   
   Additional Section Settings

   General: To make an account Active, Trade or On-hold, tick the relevant boxes.

   
   Default Type: Select which payment type you want as a default for this customer.

   
   Credit Cards: Select which credit cards you will only accept.

   
   Deposit Payment: Set a % Deposit Amount for each Sales Order.

   
   Payment by Invoice: Enter your No. of Invoice Day terms

    

5. Select Update to save the settings, this will also automatically update the online account.