Adding new customer level

You can add a new Customer Level using the Level screen.

About this task

Note: The fields marked with * in the New Value dialog box are mandatory.

Procedure

  1. Navigate to the Level screen. To navigate to the Level screen, perform the following steps:
    1. Log in to Sterling Business Center as an Enterprise Administrator.
    2. From the System Setup Home page, expand the Customer Definitions menu, and then click Customer Levels .

      The Level screen is displayed. Existing Customer Levels, if any, are displayed.

  2. Click the Add button to create a new Customer Level. The New Value dialog box is displayed.
  3. In the Level ID box, ensure that you specify the Customer Level code. The maximum number of characters you can enter in the Level ID box is 40 characters. It is recommended that you specify a unique code.
  4. In the Level Name box, ensure that you specify the name of the Customer Level, as you want it to appear throughout the system. The maximum number of characters you can enter in the Level Name box is 40 characters. It is recommended that you specify a unique name.
  5. In the Level Description box, enter a detailed description for the Customer Level. The maximum number of characters you can enter in the Level Description box is 100 characters.
  6. Click Save.