Add a new customer

Ask your customer:

1. Their full name
2. The building and property they are moving into
3. If they have been a customer previously

With this information, you'll need to check if the customer is a new customer, or has been with you previously using the search screen.

You can search using first name, last name or both.  If the customer is found, you can move the customer into a property.

If the customer is not found, you can create the customer by using the "ADD CUSTOMER" button.

Add new customer

Select the customer type and sub-type.  This example uses "Residential" customer type.

Add Site Details

• Network Node/Building - the correct building must be selected from the list of all available buildings.
• Add a New Site - check this box to add a new site to a network node/building;
  or
  Select an existing property - the correct property within the selected building must be selected. If the property has multiple services (electricity/gas/water) all services for the property must be selected by using CTRL and clicking.

Note: Once selected, the below validation checks are performed:

• If the property has an occupier living in it, you cannot proceed. Go to Remove or replace an occupier.
• If the property already has someone residing in it, you'll need to re-confirm with your customer that you have the correct property as you’re about to move the existing customer out.

Add a new site

If you've checked the "Add A New Site" checkbox, enter the property details.

• Site Identifier
• Product Type
• Unit Number and Type
• Street Number, Street Number Suffix, Street Name and Type
• Suburb, State and Postcode

Move in Details

If you've selected an existing address, enter the move in details.

• Move in date - this can be for a limited number of days in the future or past. If a retrospective date is used the account is set up as "open", otherwise "pending move in" is used.
• Offering - this is the offering the customer will be on and determines discounts (if any) the customer will receive.
• Price Plan - If an automatic price plan assignment isn’t configured, you'll need to manually add the correct price plan.  To do this, you'll need, go to the Services menu, then Account tab.  Scroll down to the Account Price Plan section and select Change Price Plan button.
• Life Support - check the appropriate button to acknowledge life support for your customer.

Residential Customer Details

• Account name - the name of the account and all invoices will be addressed to. It can be a single name (Homer Simpson), joint name (Homer & Marge Simpson), or a company name (XYZ Ltd)
• First Name
• Last Name
• Sales Customer Number 
• Email Address
• Phone Number
• Date of Birth - validation is applied to ensure the customer is over 18 years old.  This is optional but a good idea to capture for identification purposes.

Add Identification (optional)

This can be a driver's license, passport, ABN, ACN or Medicare card.  It can be used for future credit checking or customer identification.

Add a Postal Address

We recommend you add your customer's postal details as an alternative contact method in case the email bounces.

• Invoice Delivery Preference - the delivery method for invoices and correspondence. 

Add a Move In Charge

Move in charges are optional and allows the user to add a connection or account establishment fee as part of your business processes.  Fees can be automatically added - log a support ticket if you would like this enabled.

Click on Save.  You've now added your customer.