In this article, we show you how to adjust customer numbers in your Pickware Admin so they match the ones in your Shopify Admin. In case you want to create new customer accounts directly in the Pickware Admin, for example for B2B customers, we'll also briefly show you what to keep in mind here.

For newly imported customers, a five-digit customer number is automatically assigned, starting at 10000 by default. In this article, we describe how you can adjust your customer numbers for existing customers.

Open the customer overview in the Pickware Admin under Customers → Overview. There, double-click the Customer number row and adjust the value as needed. Then save your changes using the blue checkmark on the right at the end of the row.

Go to Settings → Shop → Import/Export and select the Standard profile Customer profile in the Export tab. Download the CSV file and change the customer numbers there. You can then upload the file again in the Import tab. Please also refer to this article for the correct handling of CSV files.

You can adjust the number range for your customer numbers under Settings → Shop → Number Ranges → Customers.

In general, it's possible to assign customer numbers (manually) more than once. Even if a manually assigned customer number falls within the defined number range, the system will assign it again automatically. Ideally, you should therefore make changes to customer numbers once via CSV import and then adjust the Start number value for this number range accordingly. Here's an example:

The most recent customer number is 10002. Via a CSV file, 500 existing customer accounts are adjusted, receiving numbers 10003 through 10503.

After you import the CSV file, the number range's start number is adjusted to 10504, so that all customer numbers subsequently created by the system start at 10504.

If you want to handle your B2B orders through the Pickware Admin, you first need corresponding customer accounts. You can create a new customer account via Customers → Create customer.

If you collect the VAT ID of your business customers at Shopify checkout, this information can be automatically transferred to Pickware. For this, Shopify provides our own dedicated metafield on the customer, which can be filled in by third-party apps or via Shopify Flow.

This metafield is hidden by default, but can easily be pinned. To do this, go to Show all in the Metafields section and click the small pin icon:

You can then fill in the field directly in the customer view.

As soon as a value is stored in the metafield, the customer account in Pickware is marked as commercial and the VAT ID is saved in the corresponding field. The VAT ID will then automatically appear on invoices, provided the customer account is set up as commercial.

The metafield is a simple single-line text field without format validation, so all VAT ID variants can be captured. Also, customer data isn't overwritten if an empty value is transferred from Shopify.

With third-party apps such as Eshop Guide B2B, Latori Tax Exempt Manager, or Exemptify, you can capture the VAT ID entered at checkout.

Then use the free Shopify app Flow, through which you can create a corresponding flow to automatically transfer the VAT ID from your chosen third-party app to the Pickware metafield. Alternatively, you can of course also enter the VAT ID manually.

Pickware then imports the VAT ID with every change to the metafield and saves it in the commercial customer account. If a VAT ID is also stored at the company location level, it will only be taken into account if the Pickware metafield is empty. The VAT ID will then automatically appear on invoices, provided the customer account is set up as commercial.

The VAT ID field provided by Shopify Plus in the customer information isn't read automatically. If it has nevertheless been manually filled in with a different value, our Pickware metafield always takes priority.

If you want to offer custom prices for specific groups, it makes sense to create a corresponding customer group and assign it to the relevant customer accounts.

To create a customer group, go to Settings → Shop → Customer Groups and click the Create customer group button at the top right. Here you can now assign a name and specify whether prices should be displayed gross or net.

For more information on the option to set individual prices per customer group, see here: Where can I manage which product information?

New customers are automatically assigned a customer number according to the settings in the standard number range for customers. To create your own number range, go to Settings → Shop → Number Ranges → Create number range.

In order to save the entry, you must assign a name and a start number, and further down in the Assignment section, select an information type for which the number range should be used. You then need to assign one or more sales channels to the number range so that it's actually used. If no explicit customer number range exists for a sales channel, the standard number range is used instead.