This installment of our NetSuite Tutorial will show you the different fields within the customer record in NetSuite.
Welcome to Netsuite. In this video we will cover the basics of the Customer Record.
A customer record consists of either a company or individual who has made a purchase in the past. Customers have transactions such as quotes or sales orders which are associated with their Customer record in NetSuite.
To view a list of customers, click on Customers in the shortcut portlet. This may be different from your NetSuite installation. A list of customers will be shown. Information is displayed in columns and rows with the information in each column labeled at the top. To view more information about a record click the view button on the left-hand side of the row.
The Primary information section is where general information about the customer is displayed. For instance the name and Company Type. If you ever have a question as to what information in a field means, you can click on the title of the field and a small box will appear with more information about that field. To exit press the “X” button in the upper right. Below this is the Email, Phone, Address section. This shows general contact information about the customer.
At the bottom of the Customer Record is the sub-tabs section. These will vary based on your company’s need so we will cover the most used ones here.
The relationships subtab shows a list of all contacts related to this customer including their role. The role will generally denote which contact is the primary contact with the customer. To show the information in a sub-tab, click the title of the tab.
The addresses sub-tab shows a list of all addresses on file for the Customer. The default shipping address and default billing address will be specified here. There can only be one default shipping and one default billing address. These addresses will default into the addresses field on a new transaction for this customer.
The sales tab shows a list of all sales and potential sales with this customer. The items purchased tab, within the sales sub-tab, breaks down what items the customer has purchased.
The Financial tab shows financial information about the customers account. Payment terms and balance information are both shown.
The communication tab keeps a record of all emails sent from Netsuite to the customer. The files tab within the communications sub-tab is where all files related to the customer are generally stored.
The support sub-tab shows support tickets for the customer. This could include Warranty claims or returns. The other sub-tabs will not be covered in this video.
Thanks for watching.