How to Add a New End Customer in Xvantage™

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Overview:  

This document illustrates the steps on how to add a new end customer in Xvantage.  

Process: 

  1. Log in to Xvantage.

  2. From the left navigation menu select My business, then click End customers. 

  3. Click the Add End Customer button in the top right corner and it will open the new window.  

  4. Select the account type:  

    • Business account 

    • Personal Account

  5. If its a Business account, fill in the required details in the form such as:  

    • Country 

    • Company Name 

    • Contact Name 

    • Email Id 

    • Phone number 

    • Address Line 1 and 2 

    • City 

    • Zip code 

    • Custom account ID (If applicable) 

  6. If its a Personal account, fill in the required details in the form such as: 

    • Country 

    • Contact Name 

    • Email Id 

    • Phone number 

    • Address Line 1 and 2 

    • City 

    • Zip code 

    • Custom account ID (If applicable) 

    Important: Be sure the company name and address are correct because this cannot be edited after the end customer is added to the system.  

  7. Click Save to complete the customer registration.  

    Note: The End customer can also be added during the checkout process at the cart page. Click +end customer at the top left corner of the page.