Editing Customer Information

Whether you are creating a new sales order, managing a sales order, or searching for a customer, you might need to modify customer information based on a customer interaction.
  1. In Order Management Customer Service Center: search for customers.
  2. Click a customer ID.
    The Customer Information page opens.
  3. In the Customer Information section:
    1. Add or edit general customer information.
      • Info: First Name, Last Name, Phone, Fax, and Email address.
      • Billing Address: the Attention (customer's name), Company, Address, City State, Postal Code, and Country.
        Note: Address format is based on country-specific rules for the included fields and their order of presentation.
      • Shipping Address: Shipping Attention (customer's name), Shipping Company, Shipping Address, Shipping City, Shipping State, Shipping Postal Code, and Shipping Country, if the Ship to Billing Address checkbox isn't selected.
        Note: Address format is based on country-specific rules for the included fields and their order of presentation.
    2. Click Ship to Billing Address if the shipping address matches the billing address.
      When selected, no shipping address fields appear.
    3. Select Marketing Email Opt-Out and Catalog Opt-Out to not receive (opt-out) marketing email or catalogs.
    4. Enter or change the Taxpayer Identification Number (TIN), the identifying number used for tax purposes in the United States.
    5. Select Tax Exempt for a customer who isn't subject to taxation.
    6. Click Update Customer.
  4. In the Payment Methods section, add or edit payment method information.
    1. On the Add Payment page, click Add to add a payment method.

      Payment methods are defined in Order Management Administration: Settings > Preferences > Pick Lists > Payment Methods.

      On the Edit Payment page, click the pencil icon (???) to edit/change payment method details.
    2. Enter (change) the description that is associated with the customer's address.
    3. Select Default to indicate that the selected payment method in the list is the customer's default payment method.
    4. Enter (change) the full name of the customer as it appears on the payment method.
    5. Enter the numbers associated with the payment method.
      The number length varies between 14-16 digits, depending on the issuer/payment method.
    6. Enter the payment method expiration date as month and year. This is the date, after which the payment method can no longer be used.
    7. Enter the start date when the payment method can be used.
    8. Select the country.
      The list of countries is configured in the Administration module. The country selected determines the address fields that appear. The address format is based on country-specific rules for the included fields and their order of presentation. See Localization.
    9. Enter (change) address information:
      • Address (lines 1 and 2)
      • City, state, postal code
      • Email, phone
    10. Click Save.
    11. Click Delete to delete a payment method on this page.
      The trash can icon (???) also deletes the payment method from the Payment Methods section of the Customer Information page.
  5. In the Address Book section, add or edit an address
    1. On the Add Address page, click Add to add an address.

      Payment methods are defined in Order Management Administration: Settings > Preferences > Pick Lists > Payment Methods.

      On the Edit Address page, click the pencil icon (???) to edit/change the address details.
    2. Select the country.
      The list of countries is configured in the Administration module. The country selected determines the address fields that appear. The address format is based on country-specific rules for the included fields and their order of presentation.
    3. Enter (change) a description associated with the customer's address.
    4. For Attention, enter (change) the full name of the person or entity to which the information is addressed.
    5. Enter the company name.
    6. Enter (change) address information:
      • Address (lines 1, 2, and 3)
      • City, state, postal code
        Note: For U.S. ZIP codes, if you enter the zip code and then click the autofill icon (???), the city and state are automatically populated.
      • Email, phone
    7. Click Save.
    8. Click Delete to delete an address on this page.
      The trash can icon (???) also deletes the address from the Payment Methods section of the Customer Information page.
  6. In the Activity fields, add notes based on communication with the customer.
    Whether you are creating a new sales order, managing a sales order, or searching for a customer, you might need to add notes based on a customer interaction.
    1. In the Customer Activity section, click Add.
    2. On the Add Activity page, you can add notes as follows:
      If you click the Date link, the View Activity page appears as view-only.
    3. Select an activity code to filter the list of activities.
      For example, Credit, Appeasement, Email Follow-Up, and Order Status Inquiry
    4. Select a Results Code to further filter the list.
      For example, Satisfied, Not Satisfied, No Answer, or Left Message
    5. Enter (change) the subject of the note.
    6. Specify a note as Private, so that it's separated from general notes for reporting granularity
    7. Click Save.