How to Manage Customers?
Every rental starts with a customer. Rentablez keeps each customer’s contact details, addresses, risk profile, and full order history together in one profile, so your team always has the complete picture before taking a booking. Create a customer with just a name and type to get started, then fill in the rest as the relationship grows.
How It Works
The Customers page lists every account. Each row shows the customer name, email, mobile number, risk profile, and whether the account is active or inactive. Click any row to open the full profile, where details are organised into tabs. Every order, enquiry, and invoice you create for a customer links back to their profile automatically, so their history builds up on its own.
New Customer Walking In? — Create a Customer
Click Create Customer in the top right of the Customers page. Fill in the form:
| Field | Notes |
|---|---|
| Customer ID / Name | Required. A name or your own reference code. |
| Contact / Name | The person you deal with (useful for company accounts). |
| Used for portal invites and order communication. | |
| Mobile / WhatsApp No | Phone and messaging numbers. |
| GST / VAT / Tax ID | The customer’s tax registration number. |
| Tax Preference | Default, Always Taxable, or Exempt. |
| Customer Type | Required. Pick from your organisation’s configured types. |
| Discount % | An automatic discount applied to this customer’s orders (capped at your org’s maximum). |
There’s also an inline Address section with address autocomplete — start typing and pick the match to fill in the street, city, state, and pin code automatically. Then click Create Customer and the profile opens so you can add more.
Customer types are yours to define. Beyond the built-in system types, your organisation can create its own customer types in Settings. Some types (such as 3PL end-client types) unlock extra sections like Client IDs on the form — enter at least one Client ID when the field appears.
Creating an order for a walk-in? You don’t need to come here first — use the quick-create option on the order or enquiry screen to add the customer on the spot.
Something Needs Updating? — Edit Customer Details
Click a customer row to open their profile. Details live under tabs across the top. The Overview tab holds the core fields — click into it to update:
- Name, contact person, email, mobile, and WhatsApp number
- GST / VAT / Tax ID, tax preference, and discount
- Risk profile — Good, Low Risk, Medium Risk, High Risk, or Barred
- Status — Active or Inactive
- Lease invoice mode, meter reading preference, and notes/remarks
Make your changes and Save. Updates apply immediately everywhere in Rentablez. The top of the profile also shows a Customer Value Snapshot — total orders, average order value, and outstanding balance at a glance.
Delivering to Multiple Locations? — Manage Addresses
Open the customer profile and go to the Address tab, then click + Add Address. Fill in the address details — you can use autocomplete to speed this up — and Save. Add as many addresses as the customer needs.
To choose which address pre-fills on new orders, set a default using the star in the Default Billing or Default Shipping column.
You cannot delete an address that is currently a default. Set a different address as the default first, then delete the old one.
Need to Pause a Customer? — Set Active or Inactive
In the Overview tab, change Status to Inactive and save to stop new orders being raised for that customer. Their existing orders stay active and unaffected. Switch the status back to Active at any time to resume.
Can’t Find Someone? — Search and Filter
Use the search bar to find customers by name, email, or mobile number — results update as you type. Click Filters to narrow the list by status (Active or Inactive) and customer type. Applied filters show as chips you can clear individually.
Already Have a List? — Bulk Import
If your customer data lives in a spreadsheet, use bulk upload to bring it all in at once — download the template, map your columns, preview the validation, and import. See How to Bulk Upload Customers? for the full walkthrough.
Taking Data Out? — Export Customers
Use the Export option on the Customers page to download your list to Excel. Pick a range — Last 7 Days, Last 30 Days, longer periods, or a Custom Date Range — and the export honours any filters you have applied.
More on the Profile — Other Tabs
Depending on your plan, customer type, and permissions, the profile may show extra tabs:
| Tab | What it’s for | When it appears |
|---|---|---|
| Finance | Bank and financial details for the customer. | Always available. |
| Additional Details | Your organisation’s custom fields for customers. | When custom fields are configured. |
| Wallet | Prepaid balance, held deposits, and ledger. | When wallet is enabled for your org and you have wallet access. |
| Client IDs | End-client identifiers for 3PL accounts. | Only for 3PL customer types. |
| Rider Account | Delivery-agent payout ledger for 3PL. | Only for 3PL customer types. |
Aadhaar eKYC verification is available on eligible plans only. If your subscription includes it, a KYC view lets you verify the customer by QR scan or file upload; otherwise you’ll see an upgrade prompt.
You’re All Set!
Your customer list is ready. Start creating enquiries or rental orders for your customers straight away.