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:
- 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 Consumer Customer.
- Enter applicable
search criteria and click the Search icon.
A list of customers displays.
- 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.
- Click the Address Tab.
- Click the Add button to add the address details
for the consumer customer. The Address dialog box is displayed. Perform
the following:
- In the First Name box, enter
the first name of the customer.
- In the Last Name box, enter the
last name of the customer.
- In the Middle Name box, enter
the middle name of the customer.
- From the Title drop-down, select
the title to address the customer.
- In the Phone box, enter the phone
number of the customer.
- In the E-mail Address box, enter
the e-mail address of the customer.
- In the Fax box, enter the day
fax number of the customer.
- In the Address Line 1 box, enter
line one of the customer's address.
- In the Address Line 2 box, enter
line two of the customer's address.
- In the City box, enter the name
of the city to which the customer belongs
- In the State box, enter the name
of the state to which the customer belongs.
- From the Country drop-down, select
the country or the region to which the customer belongs.
- In the Postal Code box, enter
the postal code of the customer.
- Select either of the following Address Type:
- Commercial: Select this option if the address
information being entered is the commercial address of the customer.
- Residential: Select this option of the
address information being entered is the residential address of the
customer.
- Select any or all of the following Default options:
- Ship To: Select this check box if this
is a ship to address.
- Bill To: Select this check box if this
is a bill to address.
- Sold To: Select this check box if this
is a sold to address.
- 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.
- Click Save to save the address details
for the consumer customer.