Customize Sales Representative Information

You can customize the sales representative information that appears on your website’s Quote Details page. Information displayed on your site depends on the Sales Rep field configured in the quote’s Estimate/Quote record in NetSuite.

Before customizing sales representative information, be aware that:

• If the Sales Rep field lists a sales representative whose contact information (phone number and email address) is set up in NetSuite, that information will appear on the Quote Details page.

• If the Sales Rep field lists a sales representative whose contact information is not set up in NetSuite, your default customized sales representative contact information will appear on the Quote Details page.

• If the Sales Rep field is blank, your site will display two disclaimer messages, one under the Order Summary (Disclaimer Summary message) and one at the bottom of the Quote Details page (Disclaimer message). You can customize the text for these messages.

To view the Sales Rep field, go to Transactions > Sales > Prepare Quotes > Lists and click View next to the Estimate/Quote record you want to view.

To customize sales representative information:

1. Go to Commerce > Websites > Configuration.

2. Select your website and domain and click Configure.

3. Go to the My Account tab and the Quotes subtab.

4. Update the following fields:

   • Default Phone for Sales Rep - Enter the default sales representative’s phone number. This phone number appears on the Quote Details page if a sales representative is assigned to the quote but a phone number has not been assigned.

   • Default Email for Sales Rep - Enter the default sales representative’s email address. This email address appears on the Quote Details page if a sales representative is assigned to the quote but an email address has not been assigned.

   • Disclaimer - Enter a disclaimer to appear at the bottom of the Quote Details page. This message appears if no sales representative is assigned to the quote.

   • Disclaimer Summary - Enter a disclaimer summary to appear under the Order Summary area of the Quote Details page. This message appears if no sales representative is assigned to the quote.

5. Click Save.

To customize sales representative information (SuiteCommerce Advanced pre-Vinson):

1. Create a custom module that includes the SC.MyAccount.Configuration object as a dependency. See Create a Custom Module for instructions.

   Note:

   Do not edit the original Configuration.js source file. See Best Practices for Customizing SCA for information and best practices for customizing JavaScript.

   This task requires developer experience.

2. Configure the following properties in the custom module as required:

   • defaultPhone

   • defaultEmail

   • disclaimer

   • disclaimerSummary

3. Save and deploy to your site. See Deploy SCA Customizations to NetSuite for more information.

Related Topics

Quotes for Commerce Websites

Customize Request a Quote Properties

Set the Customer Status Internal ID

Define an Invoice Form

Set Quote Expiration

Disable Quotes

General Notices