Create a Customer Account in CARP
A store manager must set up the customer account in CARP utilizing the signed Account Agreement documentation.
The set-up must be completed accurately in order to bill transactions and apply payments. If there is any missing information on the Agreement, contact the account contact/customer before completing the set up in CARP.
To ensure accuracy, an audit of the data manually transferred from the Account Agreement into the CARP application must be completed by an individual other than the person who entered the data. An exception to the audit are integrated accounts, like campus card and Datatel major accounts, as data may change daily.
Essentially, the customers are the individuals who will make the purchases at the campus store or online.
Filling out the customer fields/attributes ensures that the sales are accurately transacted in accordance with the restrictions/requirements documented from the account contact/customer.
If the customer account is not set up correctly, your campus store will not be paid and the amount will be applied to store expense. The expense will negatively affect your store's operating income.
- On the CARP main menu, select Customer.
- Select New.
- Complete the Customer Details screen. View field definitions.
|Student ID||The Student ID is determined by the store. A best practice is to ask to use the Student ID assigned by the campus. |
This field can be any combination of letters and numbers that uniquely identify the student/customer.
DO NOTuse any part of the social security number.
For the VA major accounts billed thru the Tungsten Network Portal, if the Student ID is not available, use the PO/authorization number.
|Password/PIN||Password or PIN assigned by the school that is required when using eFollett.com.|
|First Name||Customer's first name.|
|Middle Name||Customer's middle name.|
|Last Name||Customer's last name or the account name for a department.|
|School Reference Number||Use this field for any other identifier beneficial for billing and collection.|
|Primary Email Address||Customer's primary email address.|
|Secondary Email Address||Customer's secondary email address.|
|Address Line 1||Mailing address line 1.|
|Address Line 2||Mailing address line 2.|
|Address Line 3||Mailing address line 3.|
|City||City of the mailing address.|
|State||State or province of the mailing address.|
|Zip Code||Zip or postal code for the mailing address.|
|Phone||Customer or department's telephone number.|
|Storage Area 1||Extra fields that are customizable for specific situations.|
Storage Area 2
|Extra fields that are customizable for specific situations.|
|Comments||For Internal Use Only. Not editable.|
- Click Save and Create Account.
Note: This customer is NOT linked to a major account.
- Click Save and Create Account to populate additional data fields on the customer account and then link the customer to a major account.
- Click Cancel to exit out of the screen. This does not save any entered information.