You can customise individual customer settings to control things like pricing, delivery, payment terms, and visibility. Here’s how to manage these settings:
Step 1: Go to the Customers Tab
Head to the Customers section from the main navigation.
Step 2: Edit or View a Customer
You can either:
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Click Edit next to the customer’s name to go straight into editing, or
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Click View to open the customer profile, then navigate to the Settings tab.
Step 3: Adjust Customer Settings
Within the settings screen, you can configure the following:
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Pricing Tier – If no tier is selected, the customer will receive your default pricing.
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Delivery Profile – Controls shipping or delivery options; defaults apply if none are set.
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Visibility Group – Determines which products this customer can see.
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Payment Terms – If left blank, the organization-wide default terms are used.
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Payments – Enable payment tracking for this customer.
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Payment at Checkout – Force customers to pay at checkout using card.
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Stripe Payments – Allow card payments through Stripe.
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Credit Limit – Set a limit for outstanding orders; orders over this limit will require approval.
Step 4: Save Your Changes
Once you’ve configured the settings, click Update Customer Settings to apply them.
That’s it! Your customer will now operate under the specific rules you've defined. If you need help setting up pricing tiers, delivery profiles, or Stripe payments, check out our related help articles or contact support.