How to Manage Customer Details for a Microsoft Subscription in Xvantage™

Overview: 

This document will help you how to edit existing Customer or how to add a new Customer in a Microsoft Subscription in Xvantage for Customers.

Process:

1. Log in to Xvantage.

2. Go to My business from the left menu.

3. Click on Subscriptions. 

4. Search for a Microsoft subscription in the search field by typing vendor name or specific number.

5. A list with all subscriptions based on your criteria search will appear.

6. Select a subscription by clicking on the blue subscription number (hyperlink) in the Subscription column. The subscription will load on the page.

7. Select Customer Details.

8. Click on the pencil icon next to the Customer name.

9. Customer page will appear with all details.

10. Country, Company name and Customer type fields are locked for updates. You will be able to update primary contact information:

    • Contact name

    • Email

    • Phone number

    • Address line 1

    • State

    • City

    • Zip Code

    • Address line 2

    • Customer Account ID

11. Click on the check box if the billing & technical contact is the same as the primary contact. If they are not, proceed with the fields update:

    • Billing Contact – Contact name, Email, Phone number

    • Technical Contact - Contact name, Email, Phone number

12. Click on SAVE when you are done to save the options.

13. Click on the circle icon on the desired end customer and click on Select to proceed.