Summary:
This guide explains how to create a new end customer or search for an existing one when placing an order. It also clarifies the difference between cloud and non‑cloud end customers, and outlines when end customer information is required during checkout.
Table of Contents:
When is End Customer Information Required?
What’s the Difference Between Cloud and Non-Cloud End Customers?
How can I Search for an Existing End Customer?
How can I Create a New End Customer
Question 1: When is End Customer Information Required?
Answer: Some products—particularly cloud subscriptions—require end customer details before checkout. If this information is mandatory, a red asterisk (*) will appear in the End Customer field. You won’t be able to proceed to checkout until this required field is completed.
Question 2: What’s the Difference Between Cloud and Non-Cloud End Customers?
Answer:
Cloud End Customer:
Identified with a cloud icon.
Has a cloud ID.
Consolidates all subscriptions bought by that end user.
Can log in to manage their subscriptions via the white-label platform.
Technical Solutions (TS) End Customer:
Used to indicate the business or individual you're selling to.
Not linked to cloud subscription management.
Cannot be used to purchase cloud products.
Question 3: How to Search for an Existing End Customer
Answer:
Log in to Xvantage.
From the left navigation menu, select My business and then choose End customers.
The list of all the End Customer will be displayed here.
Enter the Company name, select the magnifying glass icon to search and retrieve Customer Details specific to that Company.
Question 4: How to Create a New End Customer
Answer:
In the shopping cart flow, click the Add end customer button.
Fill in the necessary customer details in the form that opens.
After completing the form, click the Save button to store the customer information.
The new customer will now be available for future transactions.