Customize Sales Representative Information

This topic applies to

Applies to

Aconcagua | Elbrus | Kilimanjaro | Mont Blanc | SuiteCommerce Web Stores | Vinson

You can customize the sales representative information that appears on your site’s Quote Details page. What displays on your site depends on the SalesRep field on the quote’s Estimate record in NetSuite.

  • If the SalesRep field for the quote lists a sales representative whose contact information (phone number and e-mail address) is set up in NetSuite, that information will appear on the Quote Details page.

  • If the SalesRep field lists a sales representative whose contact information is not set up in NetSuite, your site will default to display customizable contact information found in the configuration.

  • If the SalesRep field is blank, your site will display two disclaimer messages, one under the Order Summary and one at the bottom of the page. You can customize the text of these messages in the configuration, as shown below.

Follow the correct configuration procedures, depending on the version of SuiteCommerce Advanced you are implementing. For information on configurable properties, regardless of your implementation, see Quotes Subtab.

To customize the SalesRep information:

  1. Select the domain to configure at Setup > SuiteCommerce Advanced > Configuration.

  2. In the SuiteCommerce Configuration record, navigate to the My Account tab and the Quotes subtab.

  3. Configure defaultPhone, defaultEmail, disclaimer, and disclaimerSummary properties as required.

  4. Save the Configuration record.

To customize the SalesRep information (pre-Vinson):

  1. Create a custom module that includes the SC.MyAccount.Configuration object as a dependency.

    Note

    Do not edit the SC.MyAccount.Configuration.js file directly. See Customize and Extend Core SuiteCommerce Advanced Modules for information and best practices on customizing JavaScript.


  2. Redefine the defaultPhone and defaultEmail properties in the custom module to match the desired information. For example:

  3. Configure defaultPhone, defaultEmail, disclaimer, and disclaimerSummary properties as required.

  4. Save and deploy to your site.