Associate a specific customer to a customer entitlement

You can manage a specific customer for a customer entitlement so that the specific business customers can access the items in the customer entitlement.

About this task

You can associate a specific customer to a customer entitlement from the Customer Entitlement screen.

To add a specific customer for a customer entitlement:

Procedure

  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 associate a specific customer. Alternatively, double-click the row containing the corresponding Entitlement ID.
  4. The Entitlement Detail panel is displayed. Click the Customer Assignments tab.
  5. In the Customer Assignments area, click the Specific Assignments tab.

    Notes:

    • The Specific 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 Specific Assignments tab is disabled, if you have selected the All business customers check box or 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 Specific Assignments area that is displayed, click Add.
  7. The Customer Search dialog box is displayed. Perform any of the following steps that is applicable to search for a customer:
    1. In the E-mail Starts With box, enter either the complete or partial E-mail ID of the customer.
    2. In the Last Name box, enter the customer's last name.
    3. In the Day Phone # box, enter the customer's day phone number. Ensure that you do not enter space or special characters when entering the phone number. Otherwise, customers matching the search criteria are not displayed in the Customer List panel.
    4. In the First Name box, enter the customer's first name.
    5. In the Customer ID box, enter the unique identifier (ID) of the customer.
    6. In the Zip Code box, enter the zip code of the city to which the customer belongs.
    7. Click Search.
    8. The IDs and names of the customers whose details match the search criteria are displayed in the Customer List panel. Select the check box adjacent the Customer ID corresponding to the customer you want to associate. To associate multiple customers, select the check boxes adjacent the customers that you want to associate.
    9. Click Select.
  8. In the Customer Entitlement screen, click Save.

    The selected customer is associated to the customer entitlement.