Define address information of a consumer customer

As a System Administrator or an Enterprise Administrator, you can define or modify the existing address information of a consumer customer using the Customer Detail screen.

About this task

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

To define address information of a consumer 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 Consumer Customer.
  3. Enter applicable search criteria and click the Search icon. A list of customers displays.
  4. Click the Customer ID of the consumer customer whose details you want to modify, in the Customer List panel. The Customer Detail screen in displayed.
  5. Click the Address Tab.
  6. Click the Add button to add the address details for the consumer customer. The Address dialog box is displayed. Perform the following:
    1. In the First Name box, enter the first name of the customer.
    2. In the Last Name box, enter the last name of the customer.
    3. In the Middle Name box, enter the middle name of the customer.
    4. From the Title drop-down, select the title to address the customer.
    5. In the Phone box, enter the phone number of the customer.
    6. In the E-mail Address box, enter the e-mail address of the customer.
    7. In the Fax box, enter the day fax number of the customer.
    8. In the Address Line 1 box, enter line one of the customer's address.
    9. In the Address Line 2 box, enter line two of the customer's address.
    10. In the City box, enter the name of the city to which the customer belongs
    11. In the State box, enter the name of the state to which the customer belongs.
    12. From the Country drop-down, select the country or the region to which the customer belongs.
    13. In the Postal Code box, enter the postal code of the customer.
    14. Select either of the following Address Type:
      1. Commercial: Select this option if the address information being entered is the commercial address of the customer.
      2. Residential: Select this option of the address information being entered is the residential address of the customer.
    15. Select any or all of the following Default options:
      1. Ship To: Select this check box if this is a ship to address.
      2. Bill To: Select this check box if this is a bill to address.
      3. Sold To: Select this check box if this is a sold to address.
    16. Click Save in the Address dialog box.
    To remove an address, select the check box adjacent to the contact details and then click the Remove button.
  7. Click Save to save the address details for the consumer customer.