Amending Customer Address & Contact Details
When amending an address on a customer’s order, the first bit of information you should be informing them of is:
“Your delivery date will be removed due to this amendment, and I cannot guarantee the same date will be available”.
Changing customer details would include:
• Name • Address • Contact number • Email address
You cannot change an address if the customer has placed their order online and via Finance, these are orders that start with 888.
If your customer has placed the order in store and are requesting a change of address, they need to go to the store first to fill out documentation for their finance agreement,
1. Locate and open the customer’s order through Vision. 2. Locate “Address/Contact Details Changed” Log Reason. 3. Click Customer for fault. 4. Enter your VCS comments, include the address you are changing the order too.
5. Select the relevant “Contact Call”. 6. Select Order Amendment > Order Amended > Customer contact details changed. 7. Select Functions > Task Activity at the bottom right of your screen.
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