Purpose

To provide instructions for adding new customers to the website using the designated PowerShell scripts on the DEV server.

Scope

This procedure applies to staff responsible for processing approved customer additions to the website environment.

Prerequisites

• Confirmed customer, contact, and ship-to numbers in P21.
• Support ticket submitted with all required customer information.
• Access to the DEV server and required folders.
• Credentials must be handled securely; visible handwritten credentials have been redacted from this SOP.

Procedure

1. Log in to the DEV server using the appropriate authorized user account.
2. Open the LevelUp folder on the desktop and navigate through the following folders:

• Calderon Ecommerce Automation
• PowerShell Modules
• Scripts

1. Open PowerShell 7.
2. After PowerShell loads, click and drag the scripts from the Scripts folder into the PowerShell window. Follow the required script order exactly.
3. Start with the Customer Script.

• Click in the PowerShell window once the script appears.
• Use the arrow keys to move to the customer field in the script.
• Delete the existing value and replace it with the new customer ID(s).
• If entering multiple customer IDs, separate them with commas and do not include spaces.

1. Press Enter after the customer ID(s) have been entered.

• When prompted, choose option 1, 2, or 3 as applicable.
• Use Option 2 for staging first.

1. When the first script is complete, proceed to the next script and repeat the same update process.
2. Repeat the steps above for the remaining scripts in order:

• Contact Script
• Price Script Streaming

1. Verify the process completed successfully.
2. Validate a record on the staging website
3. Go to staging website link.
4. Log in to the WordPress admin area using your authorized account.
5. Navigate to Users, then select All Users.
6. In the search field at the top of the Users page, enter the customer ID number or part of the customer name, then press Enter.
7. Open the applicable user record.
8. Confirm the customer address information and contact information are displayed correctly.
9. Return to the Users page and search again for the same customer.
10. Select View Pricing for the customer.
11. Confirm items are displayed and that prices are listed for the customer account.
12. Repeat steps 5-8 and choose option 1 for production when running the scripts
13. Validate a record on the production website
14. Go to production website link.
15. Log in to the WordPress admin area using your authorized account.
16. Navigate to Users, then select All Users.
17. In the search field at the top of the Users page, enter the customer ID number or part of the customer         name, then press Enter.
18. Open the applicable user record.
19. Confirm the customer address information and contact information are displayed correctly.
20. Return to the Users page and search again for the same customer.
21. Select View Pricing for the customer.
22. Confirm items are displayed and that prices are listed for the customer account.

Quality / Verification

• Confirm that the correct customer IDs were entered.
• Confirm Option 2 was used for staging first when applicable.
• Confirm each required script completed without errors.

Notes