Customer Profile

To configure fields that display in the Customer Profile in SuiteCommerce InStore (SCIS), modify custom searches installed by the SuiteCommerce InStore SuiteApp. The following saved searches generate fields for the customer entry form used in SCIS, and data for the Customer Profile. You can find these saved searches in NetSuite at Reports > Saved Searches > All Saved Searches. For more information about modifying any of the custom searches that impact the Customer Profile, read Modifying Included Saved Searches.

For general information about the Customer Profile in SCIS, read Working with Customer Profile Information.

SCIS Customer Group (List)

• ID: customrecord_ns_pos_customergroup

• Description: Defines the group to which default customer records belong. For more information, read Default Customer.

SCIS Customer Notes Types

• ID: customrecord_ns_pos_customer_notes_types

• Description: Defines notes for different types of information associated with a customer. After an administrator has defined customer notes, sales associates can add them to the customer profile in SCIS. For more information, read Defining SCIS Customer Notes.

Customer Saved Searches

• SCIS Individual Company Form

• SCIS Individual Customer Form

• SCIS Support Calls

• SCIS Shipping Status List

• SCIS Transactions Detail

• SCIS Transactions Totals

• SCIS Purchases and Returns

• SCIS Purchase Breakdown

SCIS Individual Company Form

• ID: customsearch_ns_pos_company_customer

• Description: Defines fields for company customers on the customer entry form in SCIS. For more information, see Configuring the Customer Entry Form.

SCIS Individual Customer Form

• ID: customsearch_ns_pos_individual_customer

• Description: Defines fields shown for individual customers on the Customer Profile in SCIS. For more information, see Configuring the Customer Entry Form.

SCIS Support Calls

• ID: customsearch_ns_pos_supportcalls

• Description: Returns the information that is used on the Customer Profile in the timeline to show Support Calls.

SCIS Shipping Status List

• ID: customsearch_ns_pos_shipping_status

• Description: Returns the information that is used in the Customer Profile timeline on the Shipments Tabs.

SCIS Transactions Detail

• ID: customsearch_ns_pos_transactions

• Description: Returns the information that is used in the Customer Profile on the TimeLine.

  Warning:

  Do not modify this saved search. Changing the ID or removing fields from the default search may cause errors in the Customer Profile.

SCIS Transactions Totals

• ID: customsearch_ns_pos_last_transactions

• Description: Returns the information that is used on the Customer Profile in the Visit Count Chart.

SCIS Purchases and Returns

• ID: customsearch_ns_pos_purchases_returns

• Description: Returns the information that is used in the Customer Profile to generate the Purchases & Returns Chart.

SCIS Purchase Breakdown

• ID: customsearch_ns_pos_purchase_breakdown

• Description:Returns the information that is used in the Customer Profile to generate the Purchases Breakdown Chart.

General Notices