Customer Accounts Overview
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.
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.
- Every person who wants to charge a purchase needs a customer account created.
- The customer account holds the information about the customer including student ID, password and address.
- Every person who wants to charge a purchase needs to be assigned to a major account. A customer can be assigned to one or more major accounts.
- To link more than one customer to a major account. See Link a Customer to a Major Account.