Legacy platform

Manage consumer customers

After creating a consumer customer, the user must be able to modify the customer's details.

Solution

The following section describes APIs, user exits, services, and other components.

The user can manage the consumer customer records by using the "Manage Consumer" related task in the Customer Details screen.

When the user chooses to manage the consumer customer, the Manage Customer screen is displayed. The getCompleteCustomerDetails API is called to populate the following details for the current consumer customer:
  • The Contact Information panel includes first name, last name, telephone number, email address, and other details.
  • In the Addresses tab, the user can view the addresses marked as default "Ship to" and "Bill to". The user can add, edit or delete an address. When the user chooses to create or edit an address, the appropriate address capture window is displayed. The user can enter the details and save the address. When the user saves the address, the verifyAddress API is called to validate the address. For more information about the implementation of the address capture feature, see Capture addresses.

    The user can also select an address as the default "ship to" or "bill to" address. For example, if the user sets an address as the default "Bill to" address, the IsDefaultBillTo attribute is set to Y in the getCustomerDetails API. The address that is selected as default is considered as the default address for the customer. Only a user with the appropriate resource permissions can view the details in this tab.

  • In the Payment Methods tab, the user can view the payment methods that are already saved against the customer. The user can also create payment methods. These payment methods can be customer's preferred methods to pay for orders. When the user chooses to create a payment method, the getPaymentTypeList API is called to retrieve the payment methods defined for the enterprise. The user can select an appropriate payment method, enter the appropriate details, and save the changes. Only a user with the appropriate resource permissions can view the details in this tab.
  • The Demographics tab includes customer's date of birth, wedding anniversary, and so on.

When the user confirms the changes, the manageCustomer API is called to save the changes to the customer record.

Implementation

The following section describes the rules that you must configure.

Managing customers is a permission controlled task. For information about administering user group permissions, see Administering user group permissions.

The Allow Customer Payment Method Information To Be Stored And Used Through The Interface rule must be enabled to allow the user to add payment methods for the customer. For more information, see Configuring customer payment method rules.

For more information about the APIs, refer to Javadoc.

End-user impact

None.