How to Edit Saved End Customer Details in Xvantage™

Overview:

This article explains how to locate and update an existing end customer record in Xvantage after it has been created.

Note: This feature is available to admin users only.

Table of Contents:

1. Search for end customer records

2. Edit an existing end customer’s information

Process:

Subtopic 1: Search for end customer records

1. Log in to Xvantage.

2. Navigate to your Shopping Cart or order placement page.

   • Alternatively, select My Business from the left navigation menu and click End Customers.

3. Select the appropriate end customer from the available list.

4. Use the Search Bar to locate the customer by name or other identifying information.

Important: End customer records are not displayed automatically. You must enter search criteria to view matching results.

Subtopic 2: Edit an existing end customer’s information

1. Locate the required end customer and select the Customer Name hyperlink.

2. Click Edit.

3. Update the required information in the pop-up window.

4. Select Save to apply your changes.

Note: Changes made to the end customer's information will be used for future orders.