Configuring the Default Anonymous Customer
A benefit of NetSuite Point of Sale (NSPOS) is that it can log each customer's transaction history. This history lets sales associates suggest more items during a sale. It's also used when a customer has questions about past purchases. Marketing staff can use this history for targeted campaigns and promotions. However, customers might decline to provide their name or other personal information when making a purchase.
If customers decline, NetSuite assigns those transactions to a default customer. This default is also called the anonymous customer.
NetSuite automatically creates one anonymous customer to log transactions across all locations. However, you can set up unique anonymous customers as the defaults for specific locations.
Setting Up a Default Customer for a Location
NSPOS uses the RA-Default Customer listed on each Location record in NetSuite ERP to assign anonymous transactions by store.
For Location records without a default customer, an automated job run periodically completes the transaction assignments. If you want to control how you track and analyze anonymous transactions, set the default on each store’s Location record.
If you're new to NetSuite POS, each Location record needs a default customer assignment as part of the implementation process. If you're upgrading from a previous release, the automated job assigns anonymous transactions for Locations without an assignment.
To set the default customer for a Location:
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Log in to NetSuite as an administrator.
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Go to Setup > Company > Locations.
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Click Edit for the desired Location.
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Select the RA-Default Customer.
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Click Save.
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Repeat for other specific, unassigned Location records as desired.
Do not change the Default Customer Sequence Number
Each default customer has its own sequence number. It's important that you don't change this number. If the sequence number isn't in the right format and order, you'll experience job scheduler errors that can impact your processing.
Do not change the default customer sequence number.
Flag to Require Customer Information
You can determine if cashiers need to select a customers when performing NSPOS transactions. Besides linking customers to the items they purchase, this requirement prevents automatic assignment to the default anonymous customer. See Flag List for the option to RequireCustomer. The flag is applied at the global level.