Correct a Customer Record

Correct a Customer Record

Purpose

Choose the correction that matches the problem. Editing, merging, deleting, and replacing a customer on an order affect different records, so picking the right action keeps purchase history and compliance data accurate.

Choose an Action

Edit the Profile

1. Open the customer's profile.
2. Click the pencil icon to Edit the card that contains the incorrect information (Contact, Identity, Registry, Physician, Address, or another supported card).
3. Update the field.
4. Save your changes by clicking the floppy disk icon.

Check for duplicate profiles before changing unique identifiers such as Email or Registry ID.

Merge Duplicate Profiles

Merge when both profiles belong to the same person.

1. Navigate to Retail > Customers > All Customers.
2. Open the profile you want to keep.
3. Click Merge Profiles.
4. Select the duplicate profile from the dropdown.
5. Click Merge.

Merging cannot be undone. Orders from the retired profile reassociate to the profile you kept. This action requires the Merge Customer Profiles permission under Retail > Customers in User Roles.

Merge customer profiles

Replace the Customer on an Order

Use Replace Customer when the order is wrong but both customer profiles are valid.

1. Navigate to Retail and open the purchase.
2. Click Edit Purchase.
3. Click Replace Customer.
4. Search for the correct customer by name, email, or phone number.
5. Confirm the replacement.

This workflow supports orders in Created or Submitted status, not Packed orders. It requires the Change the customer associated with an order permission in Retail Purchases (Web App) or Shop Cart (POS) action settings. Cannabis purchases still require customer verification after the replacement.

Change the customer on a retail purchase

Delete a Profile

Deletion is a two-stage process.

1. Confirm you have the required permission in User Roles.
2. Open the customer's profile in Flourish Web or the POS.
3. Click Flag to Delete.
4. In Flourish Web, open the flagged profile.
5. Click Confirm.

Do not delete a duplicate when the purchase history should be preserved through a merge instead.

Delete a customer

Before You Confirm

Review the following before you finalize any correction:

• Legal name
• Date of birth
• Customer ID
• Contact details
• State ID
• State Registry ID
• Purchase history
• Loyalty ID
• Open orders

Related Articles

• Create a retail customer profile
• Customer State ID and Medical Card Information