Create a consumer customer

As a System Administrator or an Enterprise Administrator, you can create a Consumer Customer definition using the Create Customer screen.

About this task

Note: The fields marked with * in the Create Customer screen are mandatory.

To create a consumer customer, use the following procedure:

Procedure

  1. Navigate to the Create Customer screen. To navigate to the Create Customer screen, perform the following steps:
    1. Log in to Sterling™ Business Center as an administrator.
    2. From the Customer Home page, click New Customer in the Customer dashlet.

      The Create Customer screen is displayed.

  2. In the Create Customer panel, select Consumer Customer.
  3. In the First Name box, enter the first name of the consumer customer.
  4. In the Last Name box, enter the last name of the consumer customer.
  5. In the Company Name box, enter the name of the enterprise to which the consumer customer belongs.
  6. Click Save to save the consumer customer definition.