Legacy platform

Selecting a default customer address

You can select an existing address as the default "Bill To", "Ship To" or "Sold To" address of a customer, to expedite the process of address capture during order creation.

Procedure

  1. Log on to Sterling™ Call Center. The Home page opens.
  2. Search for a customer. The Customer Details screen opens.
  3. In the Related Tasks panel, click Manage Business or Manage Consumer as applicable. The Manage Business or Manage Consumer screen opens accordingly.
  4. Click the Addresses tab.
    The existing addresses are shown.
  5. Click one of the following options:
    • Make Default Ship To: Makes the address the default "Ship To" address for the customer.
    • Make Default Bill To: Makes the address the default "Bill To" address for the customer.
    • Make Default Sold To: Makes the address the default "Sold To" address for the customer.
  6. Click Confirm to save the changes to the customer. The Customer Details screen opens.