Creating a Customer Record in SCIS

You can create a customer record in SuiteCommerce InStore (SCIS) from the Customers list. Note that any changes you make in SCIS are also recorded in NetSuite.

In SuiteCommerce InStore (SCIS), you have the can search for the customer’s name by typing a few letters of their first or last name in the search bar. Tap Add to Order, and then you can start adding items to the cart. If the customer does not already exist in the system, and he or she does not want to provide contact information, you can skip this step and start adding items to the order.

To create a customer:

1. Type some letters or numbers in the search bar that may or may not return a customer in search results.

2. Tap Add New Customer.

3. The new Customer dialog appears.

   1. If the customer is an individual customer, tap Individual. Tap Company if the customer is a company.

   2. Tap the Required tab, then enter the customer information as necessary.

   3. Tap the Optional tab, then enter information as necessary.

4. Tap Save.

Related Topics

Adding Customers To Sales Transactions in SCIS

Updating a Customer Record in SCIS

Viewing the Customer Profile

Customer Timeline

Customer Statistics

General Notices