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Add Customers

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Link: https://portal.kingliving.com.au/customers/add/

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

  1. Who can add customer/s in 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 notification ? if yes, who receives the notification/s?

  5. What are the meanings of different dropdown in 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 can 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 Possible Duplicates section ? How does it work?

Note: The above are just the guidelines. Please feel free to edit the documentation as necessary?

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