Create & Edit Customers
Fenicia lets you register customers manually and keep their data up to date. Both creation and editing use a multi-section form to organize contact information, addresses, fiscal data, and tags.
Required Permissions
To create or edit customers you need the appropriate permissions:
| Action | Required permission |
|---|---|
| Create customer | customers:create |
| Edit customer | customers:update |
No access
If you don't see the New customer or Edit button, contact your account administrator to have the necessary permissions assigned.
Creating a New Customer
Navigate to creation
From the customer list, click the New customer button in the upper-right corner.
Select the entity type
Choose between:
- Individual: Personal customers
- Organization: Companies or businesses
The entity type determines the available fields. Organizations include additional fields such as legal name and trade name.
Fill in the contact information
Enter the customer's basic data:
- First name and Last name (or Organization name)
- Email address: The customer's primary identifier
- Phone number: Including country code
Add addresses
You can register one or more addresses:
- Click Add address
- Select the type: Shipping or Billing
- Fill in street, number, neighborhood, city, state, postal code, and country
- Mark an address as default if desired
Set up fiscal data (optional)
If your customer requires invoicing, add a fiscal profile:
- RFC: Federal Taxpayer Registry number
- Legal name: Official taxpayer name
- Tax regime: Select from the SAT catalog
- Fiscal postal code: Customer's tax domicile
Add tags and custom fields
Organize your customers with tags like "VIP", "Wholesale", or "New". Tags make it easy to filter in the customer list.
Save the customer
Click Save to create the record. You will be redirected to the customer profile.
Tip
Email is the key field for automatically linking orders. Make sure it is correct so that purchase history is properly associated.
Editing an Existing Customer
Go to the profile
From the customer list, click the customer you want to edit.
Click Edit
On the customer profile, press the Edit button in the upper-right corner.
Update the necessary fields
Modify any section of the form: contact info, addresses, fiscal data, or tags.
Save changes
Click Save changes. Updates will be reflected immediately on the profile.
Managing Addresses
From the edit form you can manage the customer's addresses:
- Add: Click Add address to create a new one
- Edit: Click the pencil icon next to an existing address
- Delete: Click the trash icon to remove an address
Default address
The address marked as default will be used automatically when creating orders for this customer.
Fiscal Data for Mexico
The fiscal profile is essential for issuing CFDI invoices. The required fields are:
| Field | Description | Example |
|---|---|---|
| RFC | Taxpayer ID (12 or 13 characters) | XAXX010101000 |
| Legal name | Official name registered with the SAT | Comercializadora Ejemplo S.A. de C.V. |
| Tax regime | Tax regime code | 601 - General de Ley |
| Fiscal postal code | Tax domicile postal code | 06600 |
RFC validation
Fenicia validates the RFC format when saving. If the format is incorrect, the system will indicate the error before proceeding.
Next Steps
Need help? Contact support or check our FAQ.