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Summary / TL:DR: This article provides instructions for adding a new customer account to Advantage
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from the Customer Search screen.
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Any screen with the option to enter a customer number will allow you to add a new customer by clicking the drop down arrow and selecting Add. |
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Be sure to search for the customer's account before adding. For instructions on how to search for an account, go here. |
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How to Add a New Customer Account
From the Customer Service ribbon, navigate to Customer Search
Click Add
The Customer Address Maintenance page will appear, complete the following fields:
Name | Enter the name of the customer. | ||
Address | Enter the Address of the customer. | ||
Email Address | Enter the Email Address of the customer.
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4. Enter other fields as applicable and click Continue
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Address StandardizationAfter adding the new customer (or new address), the address standardization screen may pop-up for US and Canadian customers. This screen standardizes the address you entered into a USPS format (e.g., change Street to ST or move the apartment number to be on the same line as the street address). For international customers, make sure to enter the information exactly as it should appear on the mailing label. You have the option of accepting the standardized version, keep it as entered, or re-standardize. Typically, you would choose to accept the standardized version. If the standardized address is very different than the one you entered, confirm the correct address with the customer. |
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Potential Duplicate CustomerIf the new customer is a possible duplicate customer, you have the choice of continuing with adding the new customer or using the older account. To avoid this message, be sure to search for the account first before attempting to add a new account. For instructions on how to search for an account, go here. |
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Wrap upYou should now know how to add a new customer from the Customer Search screen in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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