Edit a Customer Account

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 make the purchases at the bookstore or online. Filling out the customer fields/attributes ensure sales are accurately transacted in accordance with the restrictions/requirements detailed from the account contact/customer. If the customer account is not set up correctly, your bookstore will not be paid. This results in a store expense and negatively affects your operating income.

1. On the CARP main menu, click Customer.
2. Select Search for Customers.
3. Type the search criteria and select Search.
4. Click the Edit Account icon: .
5. Make changes to fields on the Customer Details screen. View field definitions.

6. Select Save to create the customer account.
   Note: This customer is NOT linked to a major account.
7. Click Save and Create Account to populate additional data fields on the customer account and then link customers to a major account.
8. Click Cancel to exit out of the screen. This does not save any entered information.