Use this activity to create the selected site as an internal customer, with the aid of an existing customer template in the Quick Register Customer dialog. Consequently, the customer record that is created from a template customer, will become an internal customer. Instead of entering all of the internal customer's details manually, you can choose to use an existing customer template which facilitates faster and more efficient entry.
When creating the internal customer, much information as possible will be defaulted from the site into the wizard. For example, the site's delivery address becomes the internal customer's default delivery address. Additionally, information not available on the site but needed in the dialog, will be retrieved from the template customer.
Using the dialog, you are facilitated to define customer specific information such as payment terms, delivery terms and ship-via information etc. This information though defaulted from the template customer, can be overwritten if desired.
This activity has the following prerequisites:
As a result of this activity, an internal customer is created.