This procedure will help us avoid creating a multiple account for one specific customer when processing online orders.

• Click MYOB Customer

 

• This pop up box will appear.  This matches the details from the new online order to the details we have on file.
• Check if the account name and the address matches.
• If it does click the old account do not create a new one. (these are the existing information in MYOB)
• The yellow highlights are the field that could be updated and this information (MYOB Information) are different from what the customer entered on the online order
• The system will highlight it in yellow if it shows differently from what we currently have ( this includes capital letters and special characters
• Check the example below customer has the same suburbs but since it was written differently than what we currently have the system highlighted it

• If you hover over the yellow field a little pop up box will appear and will have the original online information

 

• For phone number we would prefer a mobile number, if a customer provided a mobile number or a different number on their online order update our records by clicking the blue button beside the information you need to update. This will then reverts to the online information

 

• Check all yellow highlighted box to make sure we have the updated information.

• Email address

 

•   Contact Name

 

 

ABN

Company Details

 

Account Notes

 

 

Verify all information were updated

Click Save to save the changes you’ve made

Continue to process the order.