Creating a New Customer in Customer Service Center

Customer Service Representatives (CSRs) enter orders into Customer Service Center when a new or existing customer calls to place an order. To begin the order process, the CSR must create a customer record for a new customer or when the customer record can't be found.

When a new customer record is created, the address entered is set as the default billing and shipping addresses for that order.

Note: A customer record can also created in the Administration Module.
  1. In Order Management Customer Service Center, select New Order from the top menu or the Actions menu.
    The Order entry page opens with the Find Customer panel shown on the left side.
  2. Click New Customer at the bottom of the Find Customer panel. The New Customer form appears.
  3. On the New Customer page, add or edit the following:
    • *Country: list of countries configured in the Administration module. The country selected determines the address fields that appear. See Global Address Support.
    • Company: the company, if applicable, for the customer.
    • *Name First/Last: first and last name of the customer. Enter the first name into the first field, press Tab, and enter the last name in the second field.
    • *Address: address lines for the customer.
    • *Postal Code: postal code/Zip code (if applicable) for the customer.
      Note: When a postal code is entered, the city and state for U.S. addresses are automatically populated. For other countries, the city, state/province, and postal code must be typed into the fields if permitted by country settings.
    • *City: city of the customer.
    • *State/Province: state/province (as applicable for the country selected) of the customer.
    • Phone: primary phone number of the customer.
    • Email: primary email address of the customer.
    • Tax ID: tax ID of the customer. (Taxpayer Identification Number (TIN), which is an identifying number used for tax purposes in the U.S.)
    • Tax Exempt: check for a customer who isn't subject to taxation.
  4. Click Save.
    The Addresses panel opens with the new customer information. The address reflects the billing and shipping address.
  5. Click Edit to change the fields, then click Save.
    To delete the customer record, click Remove.
  6. To add another address, such as a different shipping address, click New Address in the Addresses section.
    1. You can select an existing address or click New Address to create a new one.
    2. With existing customers, you can add a new address, edit an address, or remove the address.
      If the same address is used for billing and default shipping, it's noted on the Address panel for the customer.
    3. Select the Default Shipping checkbox to specify which address is the default shipping address.
    4. Select the Billing checkbox to use an address as the billing address.
    5. Select the Don't save address to customer checkbox if this is a new order and the address shouldn't be saved.
    6. Click Save.
    The customer fields reappear.
  7. Select the appropriate checkbox for the address.
  8. Select Default Ship To, Billing, or Don't save address to Customer.
  9. Click Save.
  10. You can now create a new order.
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