Add / Edit Customers

  1. While logged into to your DistributorCentral account go to the Customers menu in the left side menu
  2. Enter in the company name of the customer that you need to edit 
    1. Click Add New Customer and fill out the form on the next page to add a customer to your list
  3. Click the Search button
  4. When your customer list loads, click the pencil icon to the right of that customer to edit their record
  5. Click the Main Info link at the top to edit your customer's contact list
  6. To the right of Main Info click the Correspondence link to add internal notes regarding orders, quotes, or customer relations
  7. Click Credit Cards to add a new card for this customer's payments