Creating a Customer

ASIST has made the customer creation process smooth and painless using the New Customer screen. This demonstration illustrates this process and details all of the available customer information that can be captured.

Confirming if the Customer Already Exists

From the Search screen, the user begins by searching to identify if the customer already exists. Upon discovering the customer does not, the "New Customer" button displays on the bottom left of the Search screen.

Filling in the New Customer Info

When creating a new customer, ASIST it is important to include at least the following information on the new customer profile:

• Company Name
• Address (Street, City, State, Post Code)
• Email Address
• Phone Number
• Customer Number (as it appears in the business system).

Adding an Asset

Immediately after creating the new customer profile, the user is prompted to add the first asset.  Users can utilize the VIN decoder when adding the asset or update the asset manually.