Link a Customer to a Major Account in CARP

Why do I need to add a customer to a major account?

For the customer to be able to charge a purchase, you must link the customer to a major account. You can link a customer to more than one major account.
Note: This is only necessary if you are adding customer accounts manually, as opposed to loading them via the account interface format which does the linking for you.

1. On the CARP main menu, select Customer.
2. Select Search for Customers.
3. Type the search criteria in the appropriate fields and select Search.
4. Select the customer's View Accounts icon:

5. Select New or New Personal Account, depending on what type of account you're linking the customer to.

6. Complete the Customer's Account Detail screen. View field descriptions.

7. Select Save.
8. Repeat this procedure for each major account you want a customer to link to.