Add Customers to a Sales Transaction
Use these steps to locate a customer and include them in a NetSuite POS sales transaction. Note that you can start a transaction and temporarily assign it to a guest customer account, returning later to add actual customer information and reassign it. Unless your store has specific requirements, adding a customer to a sales transaction is optional. It is however, recommended.
Always search to see if a customer already exists in NetSuite POS.
Only one customer can be assigned to a single sales transaction.
To add an existing customer to a transaction:
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Tap Find Customer.
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Search for the customer by drilling into alphabetized folders or by entering the first few letters of the customer’s first or last name.
Search results display after entering three characters. Searches do not require pressing any additional buttons, are not case sensitive, and match any part of a name. If you do not have a keyboard, tap the green Show Keyboard
button.Note:NetSuite limits the search to customers in the same subsidiary as the store. Subsidiaries are different divisions or companies under a corporate parent.
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Tap the customer name to select them for the transaction.
Tip:To view the customer’s past five transactions, tap the customer’s name. Tap anywhere on-screen to return to the transaction.
Perform these steps if you are certain the customer is not in NetSuite POS.
To add a new customer to a transaction:
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Tap Find Customer.
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Tap Create Customer.
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Enter required and optional information.
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Required fields display an arrow
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If the customer belongs to an Organization or Customer Group already set up in your system, select it. These are pre-defined by your system administrator. You cannot add an organization or group.
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Tap Done.
To remove a customer from a transaction:
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Tap Find Customer.
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Tap No Customer.
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If you need to assign a different customer, tap Find Customer again.