Editing customer details in Auxo Workshop is a straightforward process. Follow the steps below to update customer information.
Steps to Edit Customer Details
In the Side Menu on the left side of the screen, click Contacts then click Customers.
This opens the Customer List.
Use the search field provided to search for the customer by name (which can be company name, first name, or last name), email, or contact number.
Once you find the customer, click their name to open their details. You will see the Edit Customer screen.
Customer Details Section
In the Customer Details section, you can see the name, contact number, and email address. Click the "..." button to see the following options:
😊 Edit Customer Details: Opens the edit customer details screen:
On this screen you can:
Enable the option to set this customer as a 'company', and an additional 'company name' field will be displayed (if this toggle is deselected, the customer is set as an individual).
Edit the first name, last name, mobile number, phone number, email address, and account number.
Preferred Contact Methods - toggle 'any' to select all or tick/untick the options: Phone, Email, SMS or Postal Mail
Marketing Opt-Out - select this option to indicate this customer does not want marketing material. You can then filter by this on the reminders list and customer list.
📧 Send Email: Opens the Send Email screen to select a communication template and email the customer.
📱 Send SMS: Opens the Send SMS screen to select a communication template and email the customer.
🗄️ Archive Customer: Archives the customer, hiding them from various screens that list your customers.
Additional Customer Details Section
💼 Here you can edit the following fields:
Billing Address
GST number
GST Rate
Terms of Payment - this is dropdown menu to select from the following:
Cash
[Credit] 14 Days
[Credit] 20th Day of Next Month
[Credit] 30 Fixed days
[Credit] 30th Day of Next Month
[Credit] 7 Day Payment
[Credit] 7th Day of Next Month
[Credit] Cash on Delivery
Group - Select the appropriate Customer Group from a dropdown menu. Read more about Customer Groups here: Customer & Supplier Groups
Global Discount (%) - note any discount defined here will over-ride any discounts applicable based on the Customer Group assigned to this customer
Notes Section
📝 To record notes against the customer account.
Vehicles Section
Lists any vehicles owned by the customer. Against each vehicle, you can click the "..." button to access the following options:
🚗 Edit Vehicle Details: Displays the edit vehicle details screen.
🚫 Remove Ownership: Removes the current customer as the owner of the vehicle. This will leave the vehicle in your system, but it will no longer be attached to this specific customer as the owner.
🛠️ View Service History: Displays the service (job) history of the selected vehicle.
📄 Go to Vehicle Page: Opens the full vehicle details page of the selected vehicle in a new tab.
➕ Also, in the Vehicles section, you have the + New Vehicle button enabling you to add a new vehicle for this customer.
Communication History Section
📜 This section displays a log of any email or SMS messages sent to the current customer.
