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Open a customer from your customer list, then select Edit to change their details.

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Before you begin

Any team member can view a customer’s details. Editing requires the same access as adding a customer — any team member can edit most fields; enabling payments requires a supplier administrator.

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Business details

  • Name — the customer’s business name. Required.

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Billing and delivery

  • Billing address
  • Delivery address
  • Delivery instructions — free text shown to whoever picks and delivers the order.
  • Postcode — used to match the customer against your delivery zones.

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Ordering settings

  • Pricing group — which of your pricing groups this customer buys at. This determines which products they can see and order, not just their price. Clearing this field means the customer can’t order any products at all, not even at your default pricing, so only clear it deliberately. See the Pricing guide for how pricing groups work, and Assign pricing to customers for this step in full.
  • Delivery fee — which delivery fee applies to this customer’s orders.
Delivery fees aren’t covered in this guide.

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Account settings

  • Availability — Active or Inactive. This is a status flag on the customer record; see Archive or remove a customer for how this differs from deleting a customer.
  • Payments — whether payment collection is enabled for this customer. Visible and editable only if your business has payments enabled, and only by a supplier administrator.

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Payment methods

A customer’s record also has a Payment methods tab, showing any card or PayTo methods set up for them. A PayTo agreement is authorised by the customer themselves, in their own banking app; a card can only be added by a member of your team on the customer’s behalf, not by the customer directly. See PayTo payments and Card payments.

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Not yet editable from this screen

FikaTrade’s data model supports per-customer commercial terms — a minimum order value, a credit limit, and an invoice expiry period — but these aren’t currently exposed as editable fields on the customer screen in the app. If you need one of these set for a customer, it isn’t yet a supplier self-service action.

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What’s visible to the customer

Customer users can see their own pricing, delivery address and delivery instructions when ordering. They cannot see your internal settings, such as whether payments are enabled for their account.