Use these instructions when adding a new account to Advantage. 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. These instructions cover adding from the Customer Search screen.
Be sure to search for the customer's account before adding. For instructions on how to search for an account, go here.
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.
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.
Enter other fields as applicable and click Continue
Address Standardization
After 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.
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.
