Finding a customer

To find a customer, do the following:

  1. Open the WebSphere Commerce Accelerator.
  2. Business to consumer From the Operations menu, click Find Customers.
    Business to business From the Sales menu, click Find Customers.
    A search dialog opens. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact your Site Administrator.
  3. Provide any of the following customer information. At least one field must be specified.
    • In the Customer logon ID field, type all or part of the customer's logon ID.
    • In the First name field, type all or part of the customer's first name.
    • In the Last name field, type all or part of the customer's last name.
    • In the Phone number 1 field, type all or part of the customer's primary phone number.
    • In the E-mail address 1 field, type all or part of the customer's primary e-mail address.
    • In the City field, type all or part of the city of the customer's contact address.
    • In the ZIP/Postal code field, type all or part of the ZIP or postal code of the customer's contact address.
    • Business to business In the Account name field, select the account name associated with this customer. By default, this value is blank and the account name will not be used as part of the search criteria. The account name is typically the name of the organization with which the customer is associated, and this organization has defined contracts with the store, stipulating terms for the customer to shop at the store. For example, the organization IBM may have contracts with the ABC Office Supplies Store.
    You can also select the type of search you want the system to perform from the drop-down list beside each search field. For example, to to search for the logon ID "johnsmith", note the following:
    • If you type john and select Match case, beginning with, the system searches for matches starting with "john"; for example, the system may find "john", "johnbrown", and "johnsmith".
    • It you type john and select Match case, containing, the system searches for matches with the string "john" in it; for example, the system may find "123john", "john123", and "johnsmith".
    • If you type john and select Ignore case, beginning with, the system searches for matches starting with any variation of the string "john", using upper and lower case (such as "john" or "JOHN" or "John"); for example, the system may find "johnbrown", "JohnSMITH", and "johnsmith".
    • If you type john and select Ignore case, containing, system searches for matches with any variation of the string "john", using upper and lower case (such as "john" or "JOHN" or "John"); for example, the system may find "123johnbrown", "JohnSMITH123", and "johnsmith".
    • If you type johnsmith and select Exact match, the system searches for the occurrences of your exact search query; for example, the system may find "johnsmith".
  4. Click Find. The system performs a fuzzy search and a list of customers that match the search criteria displays.