Create a New Customer Account

Before you begin

• Ensure you have access to Scheduler.  
• If you don't see Scheduler in your available Elda (Chrome) shortcuts, you may need to request access to it. Please see our article Request Access to an Elda Application for more.
• Ensure you are logged into the Elda(Chrome) Scheduler Application.  

• See our article Getting Started with Scheduler for more. 

   

Steps to Follow

1. In Scheduler, select "Customer" using the Search By button at the top left hand side of your screen.

   

    

2. A new window open will open, select the "Add New" button.

    

   

    

3. Complete all of the relevant fields with information provided on the customer tab.

   

    

4. Complete any missing information from the "Account" tab.

   

    

5. Pricing will default to the current Cash Sale rate in the "Pricing/Discount" tab.  Unless otherwise notified the account manager will update this information after the account has been established. 

   

    

6. You can then drag and drop any correspondence or documents in the "Attachments" tab.

   

    

7. Press the Save button to save the new Customer account.