Customer Records and SCIS
Customer records you create in NetSuite are automatically available in SuiteCommerce InStore (SCIS). You can create, edit, and view customer records in either NetSuite or SCIS. When you create a customer record in SCIS, the status field is automatically set to CUSTOMER-Closed Won.
When configuring customer records, consider the following settings:
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Taxable settings – Administrators can check the Taxable box and set the Tax Item on the Financial subtab of the customer record. These settings are applied automatically when the customer record is submitted, based on the customer’s address.
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Currency settings – Currencies the customer uses on transactions are tracked on the Financial subtab of the customer record.
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Sales Rep – If your store pays commissions to sales reps, an administrator can assign a sales rep to a customer record.
Important:A NetSuite sales rep assignment in a customer record doesn't override default sales rep settings in SCIS.
For example, if SCIS is set to automatically assign the sales rep to the associate who creates the transaction, it'll override the NetSuite sales rep assignment.
Default Customer
NetSuite requires a customer record for each transaction. A sales associate can create a new customer in the process of entering a sales transaction. However, for customers who don't share their contact information, the default customer record stores transaction data in NetSuite.
SCIS automatically creates a Default Customer record for each sales associate. Administrators can access the Default Customer record in NetSuite at Lists > Relationships > Customers.
Default Customer Group
The Default Customer Group field on the SCIS Settings record defines which customer records are identified as default customer records. It defines the SCIS Customer Group to which default customers belong. Default customer records are only used when the sales associate doesn't create a new customer, or select a particular customer for a transaction. For more information, see SCIS Customer Settings.
Default Customer and Transactions
Some transactions can't be processed without a unique customer record. To process the following transactions, a sales associate must select an existing customer or create a new one:
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Delivery
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Store Pickup
To use the following refund and payment methods, a sales associate must select an existing customer or create a new one:
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Credit Memos
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Purchase on Account
The following SCIS features can't be used with a default customer:
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Wish List
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Customer Profile
Subsidiary Customers in SCIS
SCIS supports multi-subsidiary capabilities on customer records. Sales associates can use search in SCIS to find customers and transactions regardless of the subsidiary where they were originally created. Each transaction entered in SCIS shows the subsidiary where it was submitted.
For example, a sales associate working in Subsidiary A can create a transaction for a customer assigned to Subsidiary B. When an administrator sees the transaction in NetSuite, it shows the subsidiary where it occurred. The subsidiary is then added to the list of subsidiaries on the customer record.
For more information, see Configuring the Customer Entry Form.