Add a Customer

Purpose

Create a customer record with the contact information required by EPD Commerce and add optional shipping or payment details when needed.

Before you begin

• Search Customers for the customer’s name, email address, and phone number before creating a record.
• Have the customer’s first name, last name, phone number, and email address ready. These four fields are required.
• A shipping address and payment method are optional when the customer is first created. To add a billing address with a saved card, use Add payment method and complete its billing-address fields.
• Add payment information only with the customer’s authorization.

Procedure

1. Open Customers, then select Add customer.
2. Enter the customer’s First Name, Last Name, Phone Number, and E-mail. Enter a company name when applicable.
3. Add optional information when it is needed:
   • Select Add payment method to save an authorized payment method.
   • Select Add new address to add a shipping address.
4. Review the customer information, then select Add customer.
5. Confirm that the new record appears in Customers with the expected email address and phone number.

Confirm the result

The customer appears at the top of the customer list and can be opened for review. Confirm the name, email address, phone number, saved addresses, and payment-method status.

Troubleshooting

• Required-field message: Enter a valid first name, last name, phone number, and email address.
• Possible duplicate: Search the customer list manually using the name, email address, and phone number. Do not assume that the absence of a match warning means this is a new customer. If a phone number is rejected as already in use, verify the existing profile; do not attach a different person to it simply to bypass validation.
• Payment method unavailable: Confirm the account’s payment configuration and the user’s permission to manage customer payment methods.