How to Create Customer and Approve Credit Account

WasteVantage Admin Manual

1
Scroll Down

To find Customers & Organisation on sidebar main menu

2
Click Customers & Organisation
3
Click Customers sub menu

To show the dropdown menu.

4
Click Add New Customer

5
Fill Customer Details

Choose the organisation if the customer is booking on behalf of a business Enter the customer name, email, password, phone number, and address with the postcode.

6
Click Submit

If you have filled with the correct detail of your customer.

7
Customer Create Successfully
8
Go back to Customers Page
9
Click the customer name with blue

To check the details of your customer

10
Click Credits

To go to the credit page of your customer.

11
Click Edit

To show an update credit customer pop up.

To show an update credit customer pop up.

12
Click Status Credit Drop Down Menu

To complete the process.

13
Select Active
14
Click Update
15
Activate Credit Customer Successfully