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:
- Navigate to the
Customer Search screen. To navigate to the Customer Search screen,
perform the following steps:
-
Log in to Sterling™ Business Center as an
administrator.
- From the Customer Home page,
click Find Customer in the Customer dashlet.
The Customer Search screen is displayed.
- In the Basic Customer
Search panel, select Business Customer.
- Enter applicable
search criteria and click the Search icon.
A list of customers displays.
- 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.
- In the Organization Name box, modify
the buyer organization's name.
- 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:
- Enter applicable search criteria and choose the Search icon.
.
- A list of customers is displayed. Select the check box
next to the applicable customer record and then, click Select.
- Click Save.