Product Information Manager : Customers
Access
To get access to customer editor, click
-
> Setup -
>
Customer (in the
Customer/Supplier section).
Contents
Overview
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.).
Create Customers
On the
Customer search page, click
to add
or create new customers.
General Tab
 |
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.
Addresses Tab
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.
Catalogs Tab
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.
Contracts Tab
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.
Taxes Tab
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.
Revisions
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:
