How to Edit Customer Records in NetSuite | SCS Cloud

     As a CRM, customer records are one of the most important parts of NetSuite. You need to be able to quickly and efficiently edit customer records as needed. 

     If you're still not sure how to navigate NetSuite, don't worry! This guide, and video tutorial, will teach you how to edit customer records in NetSuite.

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What is a Customer Record in NetSuite? 

     Customer records contain important information related to each customer, such as their name, billing information, communication history, and order history. If a customer's information changes, such as their address or phone number, it's vital to keep updated within NetSuite. 

How to Edit Customer Records in NetSuite 

     First, you'll need to navigate to the customer record -- from NetSuite's home dashboard, click on the "customers" link in the shortcuts portlet.

     The customer record shows a list of every single customer within NetSuite. To navigate to a specific customer record, click "view" on the left-hand side. 

     You'll likely see a lot of blank fields within the customer's record. If you have information for these fields, it's important to fill them all out! For the purposes of this tutorial, we're going to show you how to assign a sales rep, update the address, add a new contact, and update the payment terms. 

     Click the edit button in the top left corner of the customer record. Now, you'll see that most fields are editable: 

• Assigning a sales rep - from the "sales rep" dropdown at the top of the screen, select the appropriate sales rep. 
• Update a customer's address - Navigate to the "address" subtab and click the pencil icon next to the existing address. 
• Add a new address - If you want to add a new address, click on the pencil icon next to the blank field. Then, enter the new address in the pop-up box. If you're adding a shipping or billing address, make sure to select the corresponding checkbox.
• Add a new contact - Click the "relationships" subtab to view all contacts. Press the "new contact" button and fill out all the information you have. Click Save. 
• Change payment terms - select the "financial" subtab. You'll see a 'terms" dropdown menu towards the top of the screen, right beneath the subtab menu. Select the correct payment term, then click Save in the top left corner of the screen, right below the customer's name. 

     While these are some of the most common actions our clients need help with, there are a lot of different items you can change in customer records. Make sure to click through the subtabs to find what you're looking for, and don't forget to press the save button! 

Need More NetSuite Tutorials? 

     Check out our NetSuite tutorial hub to see all the different walkthroughs our NetSuite experts have put together. If you're still looking for more advanced walkthroughs or prefer one-on-one training, we can provide that, too! Contact us today to learn more!