This article guides you through editing customer information within Katana. Whether you're updating contact details and addresses or integrating changes from e-commerce platforms, learn how to keep customer data current to streamline sales processes.
Customer data can be edited on the customer card. There's no "Edit" button, just make any needed changes, and they will save automatically. You should see "All Changes saved" at the top right-hand corner of the customer card.
To edit a Customer
Navigate to the Sell screen > Customers tab and click on the name you want to edit.
Edit a field and the changes are automatically saved. All fields are editable on the customer card.
Connected to an ecommerce or accounting platform?
If you're connected to an ecommerce or accounting platform, disconnecting and reconnecting the integration gives you the option to resync customer data, including address data.
Read more about reconnections here: Shopify, WooCommerce, Xero, QuickBooks.
Learn more here on how to manage your customer address information.
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