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ADV FAQs Add a New Customer Account

Owned by Anthony Fontana
Nov 20, 2023
2 min read

Summary / TL:DR: This article provides instructions for adding a new customer account to Advantage from the Customer Search screen.

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.

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

  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.

4. Enter other fields as applicable and click Continue

 

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