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How to Add a New Customer Account

  1. From the Customer Service ribbon, navigate to Customer Search

  2. Click Add

  3. 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.

Info

Email address is not required, however it is a general rule to collect the customer's email address as many items are delivered via email. If the customer does not want to provide an email address, the Preferred Communication must be changed from E to M.

4. Enter other fields as applicable and click Continue

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Info

Potential Duplicate Customer

If 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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Tip

Wrap up

You should now know how to add a new customer from the Customer Search screen in Advantage.

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