Configuring the Customer Entry Form

When sales associates create new customers in SuiteCommerce InStore (SCIS), they use a customer entry form that you can configure based on fields in a saved search. Here, you define which fields are required and which fields are optional. Follow the steps described in this section to configure a customer entry form for SCIS.

Sales associates use the Customer Profile to view information about existing customers displayed in timelines and charts. To configure the data displayed in the Customer Profile, you must modify the related saved searches in NetSuite.

Customer Profile Entry Form for SCIS

To use a customer entry form other than the default forms installed by the SuiteCommerce InStore SuiteApp, you must create a customer saved search based on the default SCIS Individual Company or SCIS Individual Customer form. Next, define your custom search form in the CustomConfiguration.js file. Optionally, you can add custom fields to the customer entry form and make fields mandatory.

To create a customer search form based on the SCIS default:

1. Go to Lists > Search > Saved Searches.

2. Click Edit next to the custom searches installed in your account by the SuiteCommerce InStore SuiteApp:

   • SCIS Individual Company Form – For customers that are companies.

   • SCIS Individual Customer Form – For individual customers.

3. Click the Results subtab. Here you can specify the fields that are displayed in the customer entry form. You can also enter a custom label for any field.

   

   1. To add a field, make a selection in the blank row at the bottom of the Field column.

   2. Optionally, enter a label in the Custom Label column.

   3. Click Add.

   4. To remove a field, select an existing row in the list, and then click Remove.

4. Enter a new name for the search.

5. Click Save As.

The fields you select on the saved search are displayed when sales associates create new customers or edit existing customers. After creating your saved search, you must define this search in the CustomConfiguration.js file. Use the following steps to add the ID for your custom saved search.

Defining the customer search in the configuration file is what enables your customer entry form to be displayed in SCIS.

To define your customer search in CustomConfiguration.js file:

1. Go to Setup > SuiteCommerce Advanced > Web Site Hosting Files.

2. Find the SuiteCommerce InStore folder in the File Cabinet. Go to Web Site Hosting Files > Live Hosting Files > SSP Applications > NetSuite Inc. - POS > SuiteCommerce InStore

3. Click Edit next to CustomConfiguration.js.

4. In the file record, click Edit in the Media Item section, next to the file name.

   

5. Add the ID for the customer search you configured in the Customer Options section of the Configuration file. Note the example below. The definition for the search form must be included in the identifiers section.

                   customer:  {
       defaults: {
    
       },
      identifiers: {
         //Add the code and the saved search id here
           customerIndividualCustomerFormSearch: 'customsearch_ns_pos_individual_custome_2',
     }
   }, 
   
                 

Note:

The following steps are optional. Fields are not required to be mandatory to appear on the customer entry form.

To specify required fields on the customer entry form:

1. Go to Customization > Forms > Entry Forms.

2. Click Customize next to the Customer Form marked as Preferred. The subtype of the customer entry form is Customer/Lead/Prospect. In an account that has not been customized, use the Standard Customer Form.

3. Click the Fields subtab.

   1. Check the box in the Show column for fields you want to display on the form.

   2. Check the box in the Mandatory column next to the fields you want to be required on the Customer Profile entry form.

4. Click Save.

Required Fields on the Customer Entry Form

Fields displayed on the Required or Optional tabs in SCIS are based on the customer entry form. To specify certain fields as required in SCIS, they must be mandatory on the customer entry form.

For example, to make sure that the customer's job title is captured when an employee creates a new customer in SCIS, set the Job Title field mandatory on the customer entry form. Any field that you set as mandatory on the customer entry form appears on the Required tab of the customer entry form in SCIS.

Related Topics

Modifying Included Saved Searches

Customer Saved Searches

Configuring Records for SCIS

Configuring the Customer Entry Form

Defining SCIS Customer Notes

Customer Profile

SuiteCommerce InStore Installation

General Notices