Creating a Customer Record in SCIS

This topic applies to

Applies to

SuiteCommerce InStore

You can create a customer record in SuiteCommerce InStore (SCIS) from the Customers list. Note that any changes you make in SCIS are also recorded in NetSuite.

In SuiteCommerce InStore (SCIS), you have the can search for the customer’s name by typing a few letters of their first or last name in the search bar. Click Add to Order, and then you can start adding items to the cart. If the customer does not already exist in the system, and he or she does not want to provide contact information, you can skip this step and start adding items to the order.

To create a customer:

  1. Type some letters or numbers in the search bar that may or may not return a customer in search results.

  2. Click Add New Customer.

  3. The new Customer dialog appears.

    1. If the customer is an individual customer, click Individual. Click Company if the customer is a company.

    2. Click the Required tab, then enter the customer information as necessary.

    3. Click the Optional tab, then enter information as necessary.

  4. Click Save.