Search for a customer in Sterling Business Center

To assign an entity such as a price list, a pricing rule, or a coupon to specific customers, an enterprise user can search for the customer to whom the entity is to be assigned.

About this task

An enterprise user can search for a customer while performing the following tasks:

  • Assign a Price List to Customers
  • Assign a Pricing Rule to Customers
  • Assign a Coupon to Customers

To search for a customer:

Procedure

  1. In the Specific Assignments panel, click Add.
  2. The Customer Search dialog box is displayed. In the E-mail Starts With box, enter either the complete or partial E-mail ID of the customer.
  3. In the Last Name box, enter the customer's last name.
  4. In the Day Phone # box, enter the customer's day phone number. Ensure that you do not enter space or special characters when entering the phone number. Otherwise, customers matching the search criteria are not displayed in the Customer List panel.
  5. In the First Name box, enter the customer's first name.
  6. In the Customer ID box, enter the unique identifier of the customer.
  7. In the Zip Code box, enter the zip code of the city to which the customer belongs.
  8. Click Search.

    The ID and name of the customers matching the search criteria are displayed in the Customer List panel.