Adding new customer classifications

You can add a new Customer Classification, using the Customer Class screen.

About this task

Note: The fields marked with * in the New value dialog box are mandatory.

Procedure

  1. Navigate to the Customer Class screen. To navigate to the Customer Class screen, perform the following steps:
    1. Log in to Sterling Business Center as an Enterprise Administrator.
    2. From the System Setup Home page, expand the Customer Definitions menu, and then click Customer Classifications.

      The Customer Class screen is displayed. Existing customer classes, if any, are displayed.

  2. Click the Add button to create a new customer class. The New Value dialog box is displayed.
  3. In the Customer Classification ID box, ensure that you specify the customer class.
    The maximum number of characters you can enter in the Customer Classification ID box is 40 characters. It is recommended that you specify a unique customer class.
  4. In the Customer Classification Name box, ensure that you specify the name of the customer class, as you want it to appear throughout the system. The maximum number of characters you can enter in the Customer Classification Name box is 40 characters. It is recommended that you specify a unique name.
  5. In the Customer Classification Description box, enter a detailed description for the customer class. The maximum number of characters you can enter in the Customer Classification Description box is 100 characters.
  6. Click Save.