Add Customers

Link: Add Customers

DRAFT MODE

Questions that need to be answered in this section are below:

1. Who can add customer/s to the portal?

2. How to properly fill-up the customer account form?

3. In Past, are there any known issues of delivery failures due to optional fields?

4. What happens when you add the customer?

   1. Does it sync with SAP?

   2. Does it send a notification? if yes, who receives the notification/s?

5. What are the meanings of different dropdowns in the Customer Account - Details section?

6. When do we use Import Customer? Who uses this feature to add customers?

7. What is the CSV format ( titles/ fields) - Please add the valid CSV file that could be used to test this feature.

8. How do we request if we want to add/edit the form fields?

9. How do we update/delete the customer/s details?

10. What is the purpose of the Possible Duplicates section? How does it work?