To access the Customer List, use the side navigation and select Customer Mgmt > Customer List. 

If you have more than one location, each of your selling locations has its own Customer List, allowing you to independently track and set different settings for the companies purchasing from each location.  

If your customer has more than one location they shop for, those are also listed independently, giving you the ability to set different pricing tiers, payment terms, and tax status for each of your customers’ locations. 

You can use the Customer List to update these settings as needed; for example, if a customer moves to a different pricing tier or their tax status changes. 

Deleting from your Customer List

You can now delete entries directly from your Customer List. No need to contact Stella Source to have an entry removed for you.

Delete is final. Once you delete a customer company, location, or contact, it cannot be recovered. Review your records carefully before you delete.

How your Customer List is organized

Your Customer List has three levels:

1. Customer company. The top-level company record.
2. Customer company location. A specific shipping or billing location under that company.
3. Contact. A buyer's email under a location.

The rules below describe what you can delete at each level.

Deleting a customer company or location

You can delete any customer company or customer company location that is not linked to a buyer.

A record is linked when a location has been associated with a buyer. There are two ways this happens:

1. Your Stella Source Customer Support Rep set up the relationship during onboarding.
2. A buyer logged into your store, requested pricing, and was added to your Customer List automatically.

If the record is linked, the delete attempt is blocked and you will see an error message. To remove a linked record, reach out to your Stella Source Customer Support Rep.

Deleting a contact

A contact is the buyer email under a customer company location.

Common reasons to delete a contact:

• The contact was added to the wrong location.
• The contact has left their company.

You can delete a contact from your Customer List at any time. There is no confirmation step.

One thing to know. If a quote was already built using that contact, the Sync button on that quote becomes disabled. Hover over the disabled Sync button to see this tooltip: Sync is unavailable because the assigned contact has been deleted.