Keeping customer information up-to-date is essential for accurate sales orders (SOs) and efficient operations. Katana allows you to easily edit customer details directly within the platform.
How to edit a customer
Navigate to the customer list:
Go to the Sell screen.
Click on the Customers tab.
Select the customer:
Click on the name of the customer you wish to edit.
Edit customer details:
On the customer card, click on any field you want to update.
Make the necessary changes.
Changes are saved automatically.
A confirmation message "All changes saved" will appear at the top right corner of the customer card.
Note: There is no separate "Edit" button; simply click and edit the fields directly.
Syncing customer data from integrations
If you're connected to an ecommerce or accounting platform (e.g., Shopify, WooCommerce, Xero, QuickBooks Online), you can resync customer data by:
Reconfigure the integration:
This process allows you to re-import customer information, including address data.
Managing customer addresses:
For detailed guidance on handling customer addresses, refer to the managing customer addresses article.
QuickBooks Online:
Go into the integration settings and import customers as many times as you need after the initial connection.
Learn more here on how to manage your customer address information.
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