Overview of creating customers

This table shows an overview of how to create a customer:
Step Task Where performed Notes
1 Set up application properties Business Center Use application properties to specify whether customers can use item aliases to order items and whether customer-specific price breaks are shown on your website.

The application property settings that you select are applied to all customers.

An Infor representative must perform this step.

2 Optionally, create virtual enterprises and markets and create BOD rules to automatically assign virtual enterprises and markets when BODs are replicated. Business Center If you use virtual enterprises and markets in the Business Center, set them up before you replicate customer information from the ERP. You can set up rules for incoming BODs to automatically assign customers to virtual enterprises or markets.
3 Create the roles that you assign to customer users. Business Center See "Configuring Roles" in the Infor Rhythm for Commerce Business Center Online Help.
4 Create customer information in the ERP ERP
5 Specify the transaction currency to use with the customer ERP
6 Specify customer-specific pricing, including price breaks and item aliases ERP If you offer price breaks to a customer for an item, you cannot offer the customer a discount for the item in a promotion.

When the customer checks out, the specific pricing set up for the customer is used.

To display the price breaks in the Product Details widget on your website, activate the Items.Price Breaks application property in the Business Center.

To display item aliases, activate the Item.Customer Item Alias application property.

See "Setting tenant application properties" in the Infor Rhythm for Commerce Business Center Online Help.

7 Specify the warehouses that ship products to the customer ERP
8 Create customer users who can access your website Rhythm Portal

You must create at least one user for the customer. Customers cannot sign up for an account through your website.