Edit a Customer

There may be certain situations where you may need to edit a Customer. For example, the Customer name has been updated or the Customer must be placed into a different folder.

Below are the steps that must be carried out in order to Edit a Customer. Expand each step below for further explanation.

Step 1: Navigate to Contacts via 'Master Data>Contacts'. Locate the Customers Tab and Click on the Customer Name

To edit a Customer in Safefood 360°, navigate to Contacts in Master Data using the 'Master Data>Contacts' buttons and click the 'Customers' tab. Within the 'Customers' tab, click on the name of the Customer you wish to edit. The Customer name will be in blue text, which indicates a link.

Image: Navigating to Contacts via 'Master Data>Contacts', Clicking 'Customers' Tab, Clicking Customer Name

Step 2: Click the 'Actions>Edit' Button in the Customer Overview Page

Within the Customer page, click the 'Actions>Edit' button to access the Customer page to edit the Item.

Image: Customer Overview Page with 'Actions>Edit' Buttons

Step 3: Make Required Changes to the Customer

Once you have accessed the Customer page under the 'Edit' function, you can make changes to any fields.

Note: For further explanation on each of the fields of the Customer, see here.

Image: Customer Page Ready for Edits

Step 4: Click the 'Save' Button and Confirm Changes via the Reason for Change Pop-up Screen

After completing the changes to the Employee, scroll to the bottom of the Employee page and click the 'Save' button to save the changes.

Note: It's very important to click the 'Save' button, otherwise the changes will not be made.

Image: 'Save' Button

You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Customer page before confirming and saving the changes.

Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Customer overview page.

If you do not wish to make edits, click the 'Cancel' button to be brought out of the Customer page.

Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked

Image: Detail Reason for Change and Click 'Confirm' Button

Image: Customer Overview Page after Edits Saved

Step 5: Accessing the Audit Log to View Changes (Optional)

Edits made to a Customer will be recorded in the Audit Log. The Audit Log can be accessed via the 'Actions>Audit Log' buttons.

Image: Navigating to Audit Log Via 'Actions>Audit Log' Button

Image: Audit Log Recording Edits