To efficiently manage customer accounts in AMP Sell, follow the steps below to add or delete customers.


To Add a New Customer:

  1. Navigate to the Customer Tab
    Open the Customer tab and tap the "Change Customer" button.


  2. Tap "Add New Customer"
    Select Add New Pending Customer from the options.


  3. Fill Out the Customer Information
    Complete the form with the new customer’s details and tap DONE.


Once the customer account is created, it will appear in your "Change Customer" list. Customers you’ve added manually will be highlighted in blue under the "Pending Customers" tab. After the vendor adds the customer to your master list, it will appear greyed out.




Pro Tip: New customers added on the iPad are only visible on that rep’s device. Once the customer is added to AMP by the vendor admin, be sure to delete the temporary account from your iPad to avoid confusion.


To Delete a Temporary Customer Account:

  1. Navigate to the Customer Tab
    Go to the Customer tab and tap the "Change Customer" button.

  2. Find the Customer to Delete
    Locate the blue customer entry you want to remove.

  3. Swipe Left and Tap "Delete"
    Swipe the customer entry to the left and tap the red Delete button.



Pro Tip: Only customers added directly on the iPad can be deleted from the iPad. If you need to remove a customer from the vendor’s main customer list, please contact the AMP admin for your organization.