Manage Customer Profiles in GWMS

Updated: 2026-08-25

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

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 GWMS-Quotation and Business-Business Quote and automatically carries the current customer.

Legend: 1. The page opens under Quotation and Business; 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 on GWMS-Quotation and Business-Business Quote.