Articles tagged #CUSTOMER
Articles tagged
#CUSTOMER
Payment Processing
The Payment Instruments feature makes using various payments methods more straightforward and, in the case of payment cards, more secure. Payment Instrument is a set of fields that can be used to charge a shopper without any action on the shopper's side.
Consolidated Payments
If you sell to customers who have subcustomers, the Consolidated Payments feature gives you the flexibility to accept payment for subcustomer invoices from either the top-level customer or from the individual subcustomer.
Generating Statements
You send statements to remind customers to pay their invoices. Most companies send statements one time a month.
Customer Statements
A statement reviews a customer's account on a regular basis, usually monthly. Send statements to remind your customers to pay their invoices.
How to Create a Search for Customers with No Recent Activity under the Activities Subtab
The user wants to see all customers who have no recent activities under the Communication tab > Activities subtab.
Show a Pop-up User Message/Note When a Customer Is Selected in Sales Order
There are scenarios when a user should be notified by a pop-up message after selecting a Customer in a Sales Order transaction.
Track the Activities of Each Customer Similar to the Last Sales Activity Feature
SCENARIO
SOLUTION
- Go toLists>Search>Saved Searches>New
- ClickActivity
- Search Title:Enter Search Title
- ClickResults
- Sort By:SelectDate
- Columns:
- Field:SelectCompany
- Summary Type:SelectGroup
- ClickOk
- Note:For the other fields to add, the default fields entered are okay.
- Field:SelectCompany
- ClickSave
Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details
Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details
Send Transactions Email to Customers Only With Invoices
Transaction email can be sent to customers through Invoice records only.
Sales by Item report and Sales by Customer Summary Reports with Same Date Filter and Report Preference Display Variance
User wants to know what causes the difference between astandard Sales by Item report and Sales by Customer Summary reports if the same Date Filters and Report by Period preferences is applied.
Journals With Name Fall Under the -No Customer/Project- Category in Sales Reports
When running the Sales or A/R Aging Reports, Journal Entries are grouped under the category - No Customer/Project-.But in these Journal Entries the Name column field is populated with customer. Hence, these journals should not appear under the- No Customer/Project-category.
Customer deposit shows negative on A/R Aging Report
There was a Customer Deposit that has been recorded and applied to an open invoice.It was noted that the amount of Deposit is greater than the amount of the invoice.This resulted to show a negative amount on the A/R aging report due to the un-applied customer deposit balance.
Set Custom Price for Specific Item on Customer Record
User would like to set aCustom PriceforItem/sfor a specificCustomeronly.
Allow Users to Add Other Relationships to Entities
User is unable to add Other Relationship, such as Vendor, Partner and Other Name, from a Customer Record.
Update Hold Field on Customer Record in Bulk Via CSV Import
Scenario
Solution
- Create a CSV File with the Internal ID of the Customers to be updated
- Navigate toSetup>Import/Export>Import CSV Records
- Scan & Upload CSV File:
- Import Type:SelectRelationships
- Record Type:SelectCustomers Only
- Select the CSV File
- ClickNext
- Import Options:
- Data Handling:SelectUpdate
- ClickNext
- Field Mapping:
- NetSuite Fields: SelectInternal ID
- Your Fields: SelectInternal ID
- NetSuite Fields: SelectHold
- Click thePencil Icon
- Default Value:SelectProvide Default Value
- SelectOn
- ClickDone
- ClickNext
- Save Mapping & Start Import:
- Import Map Name:EnterName
- ClickSave & Run
How To Edit An Existing Customer Profile
To edit an existing Customer profile, please follow the steps below:
How To Create A New Customer Profile
To create a new Customer profile, please follow the steps below: