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.

New customer form in Fenicia — Customer creation form with organized sections

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.

Action

Required permission

Create customer

customers:create

Edit customer

customers:update

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.