How do I define organization name, accounts, and sites?

Here are the steps to define organization name, accounts, and sites:

  1. Navigate to the Setup and Maintenance.
  2. Search and select the Manage Customers task.
  3. On the Manage Customers page, click Create.
  4. On the Create Organization Customer page, enter the required information in the Account Address section.
    Note: The information in the Account Address section must match the information defined for Customer Account Site in the Manage Set Assignments for the Business Unit section.
  5. Click Save and Close.
  6. To enter more accounts for a customer, click Create in the Account section and enter the required information on the Create Account page.
  7. Click Save and Close.
  8. To add sites associated with the account have created, click Create in the Sites section and enter the required information on the Create Account Sites page.
  9. Ensure that there's at least one site with the Purpose set as Bill to or Bill to and Ship to.
  10. Click Save and Close.