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.