Create New Customer

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Overview

It is possible to create a new customer record from customer information in an order by going to:

 Main Menu > Process My Orders > Process & View My Orders > Customer > Create New Customer

Create a New Customer Record from Customer Information in an Order

1. To create a new customer record from customer information in an order, go to Main Menu > Process My Orders > Process & View My Orders.

2. Navigate to the order in question.

3. Click the Customer tab and select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation Create New Customer.

4. The Use which Address? message appears.

5. Enter B or S  to use the Billing or Shipping address, respectively.

6. Click OK.

7. The program either creates the new customer record or it tells you if there is already an existing  customer record (based on the values specified in the parameters CustomerSearchField1-4.)

8. Click OK to end either dialog.

• The program also warns you if there are store credits associated with the customer record before changing the Customer ID associated with the order.
• Choose the appropriate course of action as outlined in the message box.

Additional Information

Created: 8/9/12

Revised:

Published: 04/14/16