Add a customer profile criteria to a customer entitlement

You can assign an entitlement to a set of customers that have specific profile attributes. A customer profile is a set of data, which can be used as a criteria in order to associate the business customers to a customer entitlement.

1. Navigate to the Customer Entitlement Search screen. To navigate to the Customer Entitlement Search screen, perform the following steps:
   1. Log in to Sterling™ Business Center as an Item Administrator.
   2. The application home page is displayed. Click the Products tab.
   3. From the Products home page, click Find Entitlement from the Catalog dashlet.

      The Customer Entitlement Search screen is displayed.

2. Enter the search criteria, and click Search to view a list of all the available entitlements. Alternatively, use either the Basic Search or the Advanced Search option to narrow down the list of entitlements displayed.
3. The search results are displayed in the Entitlement panel. Click the Entitlement ID hyperlink corresponding to the entitlement to which you want to add a customer profile criteria. Alternatively, double-click the row containing the corresponding Entitlement ID.
4. The Entitlement Detail panel is displayed. Click the Customers Assignments tab.
5. In the Customers Assignments area, click the Customer Profile Assignments tab.

   Notes:

   • The Customer Profile Assignments tab is disabled, if you have selected either the This entitlement is not assigned to any customer radio button or the This entitlement is applicable for all customers radio button.
   • The Customer Profile Assignments tab is disabled, if you have selected both the All consumer customers check box and the All business customers check box under the This entitlement is applicable to the following customers area.
6. In the Customer Profile Assignments area that is displayed, click Add.
7. The Customer Rule dialog box is displayed. Perform the following steps:
   1. From the Vertical drop-down list, select the customer's vertical market, for example, Education, Government, and so on.
   2. From the Relationship Type drop-down list, select the relationship type of the customer, for example, Reseller, Retailer, Distributor, and so on. The relationship type indicates the type of relationship the customer has with the enterprise.
   3. From the Membership Level drop-down list, select the customer's membership level, for example, Gold, Silver, Platinum, and so on.
   4. In the Region field, click the Search icon. The Regions dialog box is displayed. Select the appropriate region.
      Note: It is mandatory that you select at least one criteria.
8. In the Customer Entitlement screen, click Save.

   The defined customer profile criteria is displayed in the Customer Profile Assignments area. The business customers falling in this criteria are automatically associated to the corresponding customer entitlement.