Manage Customer Profiles in GWMS

Updated: 2026-10-13

1. Scenario

Customer List is used to maintain customer profiles and is also the entry point for later business and quotation setup.

Typical scenarios:

• Query customer information
• Create a new customer
• Batch update customer tags or tiers
• Enable or disable a customer
• Continue to business quotation from a customer profile

Customer visibility

A warehouse employee's customer visibility depends on menu access, customer assignments, warehouse scope, and the role's data scope. Access to the Customer List menu does not grant customer data access. A super administrator can find the employee under GWMS-System Management-User Management, click the row's edit icon, and review Customer permissions and Warehouse separately. For ordinary warehouse staff, an empty warehouse selection means no warehouse access. Disabling All Customer Permissions with no selected customers also means no customer access. See Create Warehouse User Accounts. Customer-type accounts work with their own data and obtain available warehouses through quotations.

2. Operation Guide

2.1 Open Customer List

Menu path: GWMS-Customer Management-Customer List

1. Sign in to GWMS.
2. Expand Customer Management.
3. Click Customer List.

Legend: 1. Customer Management menu entry; 2. filter area; 3. Add and batch settings entries; 4. customer list; 5. row action column.

3. Search Customers

The page supports filters such as Customer Code, Customer Name, Company Name, City, Customer Phone, Salesperson, Customer Tags, and Status.

If you only need one customer, search by Customer Code or Customer Name first.

4. Add a Customer Profile

1. Click Add.
2. Fill in the customer information.
3. Click Confirm.

Legend: 1. Click Add New; 2. open the Add Customer Profile dialog; 3. click Confirm to save or Cancel to close.

Key fields include:

• Basic: Customer Name, Customer Code, Customer Account
• Contact and address: Company Name, Address Line 1, Address Line 2, Country, State/Province, City, ZIP code, Customer Phone, Customer Email
• Grouping and control: Salesperson, Customer Tier, Customer Tags, Product Review, Customer Status
• Other: IOSS EU tax number, Return Alias

Salesperson defaults to the current login account. Customer Account cannot be edited after the customer is created.

Legend: 1. Fill in contact and address information; 2. fill in customer code, account, tag, and status; 3. fill in return alias; 4. click Confirm to save.

After saving, the list refreshes. If Customer Account or Customer Code already exists, the record cannot be saved.

5. Batch Update Customer Tag or Tier

1. Select the target customers.
2. Click Batch Settings.
3. Choose Bulk Edit User Tags or Bulk Edit User Tiers.
4. Select the target value and click Confirm.

Legend: 1. Select target customers; 2. open batch settings; 3. choose the tag or tier batch update entry.

If no customer is selected, GWMS asks you to select customers first.

6. Edit, Enable, or Disable a Customer

In the operation column, you can directly use Edit and Enable/Disable.

Legend: 1. Click the row edit icon; 2. open the Edit Customer Profile dialog; 3. update tag, status, or related settings; 4. click Confirm to save.

1. Click Edit to update the customer profile.
2. Click Disable and confirm to disable the customer.
3. Use Enable to restore a disabled customer.

7. Add Service & Quote

1. Click More in the customer row.
2. Select Add Service & Quote.
3. GWMS opens the quotation editor with the current customer. After saving, use Back to review the record in Business & Quotations.

Legend: 1. The quotation editor; 2. fill in basic business settings; 3. configure charge items.

8. Additional Notes

• Customer Code is mainly used to identify and search for customers.
• Customer Account is the customer's login account, so define the naming rule before creation.
• When Product Review is enabled, customer-created products or SKUs must be reviewed before use.

9. FAQ

Q1: What are the minimum fields required to add a customer?

A1: At minimum, fill in Customer Name, Customer Code, and Customer Account.

Q2: Why can't I submit the batch update?

A2: Select customers first, then choose either Customer Tags or Customer Tier for the batch update.

Q3: Why does the page jump to Business Quote?

A3: Customer List is only the profile entry point. Business and charge setup continues in the quotation editor. Review saved records under Quotation Management-Business & Quotations.

Q4: Why is Customer List empty even though I can open it?

A4: Check the following in order:

1. Clear filters such as customer code and status, then search again.
2. Confirm the signed-in account and account type; distinguish warehouse staff from customer accounts.
3. Ask a super administrator to open System Management → User Management, find the employee, and click the edit icon. Check Warehouse assignments: leaving the field empty does not mean all warehouses. The assigned warehouses must overlap the target customer's quotation warehouses.
4. Check Customer permissions: either All Customer Permissions is enabled or the target customer is explicitly selected. To assign specific customers, disable the option, open the customer field, search and select customers, then click Confirm in the dialog and save the user form. Disabling the option with no selected customers means no customer access.
5. Sign out and sign in again after changes. If the customer is still unavailable, check the role's data scope.

For example, an employee is assigned to a warehouse, and the target customer has a quotation for that warehouse. If the employee has All Customer Permissions disabled and no selected customers, the customer remains invisible. After confirming that the customer falls within the employee's responsibilities, select the target customer, save the user, and sign in again to verify access. See Create Warehouse User Accounts for the selection steps.