Product Information Manager : Customers
To get access to customer editor, click - > Setup - > Customer (in the Customer/Supplier section).
Customer page is a repository for all customer-related data like tax, currency information etc. See the Basic Actions page for more info on standard actions (search, sort, edit, delete etc.).
On the Customer search page, click to add or create new customers.
Customer ID can contain only alphanumeric characters (letters A-Z, numbers 0-9), hyphens ( - ) and underscores ( _ ).
Fill in the relevant details and click to save customer details. After saving other tabs of the editor, namely - Addresses, Catalogs, Contracts and Taxes become available. Click to cancel and return to the search page.
Click the Addresses tab to search or add address associations for the newly created customer.
Click icon to select and add existing address to customer's address associations.
Click and to edit or delete an address association entry.
To create or add a new address, click to open the address editor.
Enter new Address ID and fill in the other relevant details and click to save an address after editing, for a new address and to return to the search page.
The newly added addresses will be listed in the customer address associations table.
To add customer catalog usage, click the Catalogs tab. Catalog usage is used to define the catalogs the customer has access to.
Click to add a usage entry. Click to edit and to delete a catalog usage. It is possible to add as many catalog usage entries as may be required.
After making the appropriate changes, click to save changes, for a new catalog and to close the window.
To add customer contract usage, click the Contracts tab. This section is used to define the contracts the customer has access to and can use.
Click to select the contract to be assigned. It is possible to add as many contract usage entries as may be required. Click to delete a contract usage entry field.
After making the appropriate changes, click to save changes and close window, for a new contract and to close the window.
To add tax assignment to the customer, click the Taxes tab.
Click to create a new tax entry for the customer.
After making the appropriate choices, click to save changes and close window, for a new tax assignment and to close the window.
Create Child Customer
Click to create a sub-customer. Regular customer creation page will be opened with predefined parent customer.
Select the option from the drop-down menu on the Search Results page or click the button in the Customer Editor to get the list of customer revisions.
Click to see the revision details: