Creating a business customer

You can create a business customer record to register the customer with an organization, identify, and add the customer easily when you create an order.

1. Log on to Sterling™ Call Center. The Home page opens.
2. In the Customer panel, click Create Business. The Create Business window opens.
3. In the Customer ID field, enter a unique value to identify the business customer.
4. In the Organization name field, enter the name of the business organization.
   Additionally, you can enter other details such as status, parent customer, and website.

   You can also provide appropriate information in the following tabs:

   • Customer Demographics: Select or enter the DB D-U-N-S number, relationship type, membership level, and vertical.
   • Customer Preferences: Select the currencies, default currency, shipping preferences, that can be used for the customer while you create an order.
     1. Select Is Tax Exempt to allow a tax exemption on the customer's orders.
     2. In the Tax exemption code field, enter an appropriate value.
5. Click Next. The Business Customer record is created. The Create Contact screen opens. The business customer record is created even though you do not create a business customer contact. However, you can always choose to delete the customer record, if you cancel creating a contact.
   You can do one of the following tasks:

   • You can choose to enter appropriate contact information and click Confirm to create a contact for the business customer.
   • Click Cancel to close the wizard by selecting one of the following options:
     • Close without creating a contact. You can create the contact for the business customer later.
     • Delete the customer record.