Edit a customer

Goal

Update an existing customer’s party identity and customer profile fields.

Who it is for

party.update for party fields. Saving customer profile fields (terms, credit/cheque limits, currency, price group) also requires customer_profile.manage. Credit limit, cheque exposure limit and credit hold also need sales.credit.view; without it those fields are hidden and kept unchanged.

Preconditions

• Customer exists and is not archived (archived parties return 404 on update).
• Same Parties setup required-field rules as create apply on update when those fields are enforced.

Steps

1. From Customers, click the pencil Edit on a row, or open the hub and choose Edit details.
2. Update Name, Type, Reference, contact fields, Billing address, and profile fields (Payment terms, Credit limit, Cheque exposure limit, Default currency, Price group).
3. Note: the create-only Also a supplier checkbox is not on the edit modal — use the hub Roles section (Also a supplier toggle) with the right profile permission.
4. Save. Toast confirms update.

Result

Party and (when permitted) customer profile are patched. List/hub reflect the new values.

Hard stops

• 404 if archived or not a customer.
• 403 / validation if profile fields are sent without customer_profile.manage.
• Same required-field and duplicate/code rules as create when applicable.

Related

• Customers overview
• Create a customer
• Troubleshoot