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
-
Log on to Sterling™ Call Center. The Home page
opens.
- Search for a customer. The Customer Details screen
opens.
- In the Related Tasks panel, click Manage
Business or Manage Consumer as
applicable. The Manage Business or Manage
Consumer screen opens accordingly.
- Click the Addresses tab.
The
existing addresses are shown.
- 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.
- Click Confirm to save the changes
to the customer. The Customer Details screen
opens.