You create customer profiles to be able to place an order on behalf
of a customer. When you create a customer profile, you must enter information
in the required fields, marked with an asterisk. All other fields are optional;
however, the Country, Preferred Language, and Preferred Currency fields are
populated with the default locale information from the Customer Preferences
page. If necessary, you can modify the pre-populated fields.
About this task
Although entering address information is optional when creating
a customer profile, you must have entered a single shipping and billing address
or separate shipping and billing addresses before you can submit an order
for the customer.
Procedure
- Log
on to the IBM Sales Center.
- Select a store.
- Perform one of the following actions:
- Right-click the store in the Stores view, and then click Create >
Customer.
- Select the store in the Stores view, and then click Customer >
Create Customer from the main menu.
- Enter information in the required fields:
- Enter the Organization name. You can also search
for an organization by clicking Find. If you want to
create a new organization, this is performed in the Organization Administration
Console.
- Enter the Logon ID, which must be a unique Logon
ID for this customer. This name is also used as the customer's Web registration
name and is automatically populated in the Logon ID field
on the Web Registration page.
- Enter the Last name.
- Enter primary address information in the Address line
1 field. You can select a country or region if yours is not listed.
- Optional: Enter information or change the default entries
for any fields on any of the other pages:
- Enter additional customer name information in the First name and Middle
name fields, and then select a Title. You
can enter a title if yours is not listed.
- Enter Employment information.
- Enter Contact information.
- Create secondary shipping or billing
addresses.
- Select Preferences.
- Enter Web access information.
- Select and type Demographics information.
Note: If a registered customer wants the
capability to reset their password, an e-mail address and challenge answer
must exist in their profile.
- Click Create.
