Overview:
At some point in time, you may need to update or correct end customer information after it has been saved in the system. This guide explains how to locate and edit existing end customer records within the Xvantage account.
Subtopic 1: Search for end customer records
Process:
Log in to Xvantage.
Navigate to the shopping cart or order placement section in your account.
Alternatively, navigate to My Business and click on the End Customers submenu from the left navigation menu of Xvantage.
Select an existing customer from the drop-down list.
Use the Search Bar to find the customer by name or other details – please note that end customers will not be displayed by default, search entry is required to return end user results.
Subtopic 2: Edit an existing end customer’s information
Process:
Locate and click on the customer name hyperlink.
Click on the Edit button.
A pop-up window will appear, allowing you to change the end customer’s location for future orders.
Make the necessary changes and click Save to confirm.