Adding New Customers

  1. Navigate to the Customer tab and tap the Change Customer button
  2. Tap Add New Customer, fill out the form with the customer's information, and tap DONE

Once you've created the customer account, you can select it from your Change Customer list and write orders for the customer. Customer accounts that you've added in this way will show up as blue in your list. After the company you're repping for adds the customer to your customer list, you'll no longer need the temporary customer account.

Pro tip: New customers added on the iPad only live on that rep's iPad. To avoid confusion, it's important to delete the New Customer from the iPad once that New Customer is added to AMP by the vendor admin.

To delete a temporary customer account

  1. Navigate to the Customer tab and tap the Change Customer button
  2. Find the blue entry in your list that you want to delete and swipe it to the left
  3. Tap the red Delete button to delete the temporary customer

Pro tip: Only customer's added on the iPad can be deleted from the iPad. If customer needs to be removed from the vendor's customer table, contact the AMP admin in that organization. 

 

Last updated on 3-8-2021