Customer records entered in NetSuite are automatically available in SuiteCommerce InStore (SCIS). Customer records can be created, modified, and viewed in either NetSuite or SCIS. The status field on customer records created in SCIS is automatically set to CUSTOMER-Closed Won.
When configuring customer records, consider the following settings:
Taxable settings – Administrators can check the Taxable box and set the Tax Item on the Financial tab of the customer record. These settings are applied automatically when the customer record is submitted, based on the customer’s address.
Currency settings – Currencies the customer has used on transactions are tracked on the Financial subtab of the customer record.
Sales Rep – If your store pays commissions to sales reps, an administrator can assign a sales rep to a customer record.
NetSuite requires a customer record for each transaction. A sales associate can create a new customer in the process of entering a sales transaction. However, for customers who do not share their contact information, the default customer record stores transaction data in NetSuite.
SCIS automatically creates a Default Customer record for each sales associate. Administrators can access the Default Customer record in NetSuite at Lists > Relationships > Customers.
Default Customer Group
The Default Customer Group field on the SCIS Settings record defines which customer records are identified as default customer records. It defines the SCIS Customer Group to which default customers belong. Default customer records are only used when the sales associate does not create a new customer, or select a particular customer for a transaction. For more information, read SCIS Customer Settings.
Default Customer and Transactions
Some transactions cannot be processed without a unique customer record. To process the following transactions, a sales associate must use an existing customer record, or create a new customer:
To use the following refund methods and payment methods, a sales associate must select an existing customer, or a create a new customer:
Purchase on Account
The following features of SCIS cannot be used with a default customer:
Subsidiary Customers in SCIS
Multi-Subsidiary capabilities on customer records are supported in SCIS. Sales associates can use search in SCIS to find customers and transactions regardless of the subsidiary where they were originally created. Each transaction entered in SCIS shows the subsidiary where it was submitted.
For example, a sales associate working in Subsidiary A can create a transaction for a customer assigned to Subsidiary B. When an administrator views the transaction in NetSuite, the transaction shows the subsidiary where the transaction occurred. The subsidiary where the transaction occurred is then added to the list of subsidiaries on the customer record.
For more information, read Configuring the Customer Entry Form.