Working with Customers in SCIS Fallback
You can't enter new customer information in Fallback. However, a sales associate can click or touch the Assign Customer link to assign an existing customer to an order. The Assign Customer capability only works if there's a customer record in NetSuite that matches the customer identifier entered in Fallback. The customer identifier can be an email address, a customer ID, or the customer's first or last name.
After the order is submitted in Fallback, during the transaction creation process in NetSuite, the customer identifier is matched against the list of customers in the system. If the identifier matches an existing customer, the customer is associated with the SCIS Fallback Transaction record, and then the customer information is carried through to the final transaction created in NetSuite.
If the customer identifier doesn't match an existing customer, or if it matches more than one customer, the final transaction isn't created. In this case, an administrator or SCIS Fallback Auditor must perform a manual reconciliation by editing the SCIS Fallback Transaction in NetSuite to trigger creation of the final transaction. For more information, see SCIS Fallback Transaction Reconciliation.
In Fallback, you can't search for or add customers, and the Customer Profile isn't available.
If a sales associate doesn't assign a customer to the order in Fallback, a default Fallback customer is assigned to the order.
For step-by-step instructions for sales associates, see Assigning a Customer to an Order in Fallback.