Legacy platform

Modify the primary information of a business customer

As a System Administrator or an Enterprise Administrator, you can define or modify existing primary information of a business customer.

About this task

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

To modify the primary information of a business customer, use the following procedure:

Procedure

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

      The Customer Search screen is displayed.

  2. In the Basic Customer Search panel, select Business Customer.
  3. Enter applicable search criteria and click the Search icon. A list of customers displays.
  4. Click the Customer ID of the business customer whose details you want to modify, in the Customer List panel. The Customer Detail screen in displayed.
  5. In the Organization Name box, modify the buyer organization's name.
  6. In the Parent Customer box, to modify the parent customer, click the Search icon and perform the following steps in the Basic Customer Search dialog box:
    1. Enter applicable search criteria and choose the Search icon. .
    2. A list of customers is displayed. Select the check box next to the applicable customer record and then, click Select.
  7. Click Save.