This article outlines the process of configuring customers in NetSuite. This includes the various options, which can be used to post the customer information in NetSuite including the matching criteria, customer display details, customer sync options and also the action you need to take if you do not have a customer in NetSuite.
To configure the customer information
1. From the File menu, click Configure Store.
2. In the left pane of the Store Setup screen, click Customers.
3. Under the Customers screen section:
a. Under Select criteria for matching customers between NetSuite and the Order, select the appropriate matching string (FirstName, LastName; Email; Company & more) from your online store.
b. Map the selected string from your online store with the equivalent parameter (either Customer ID or Email) from the corresponding drop-down box.
This way you can specify the format of the Customer's Name to be used in NetSuite.
c. If you want to set a second level mapping of customer criteria, in case the first level mapping fails, click the If no match, then try this checkbox and map the appropriate parameter from your online store with the parameter from NetSuite.
d. Under If the customer is not found in NetSuite, click Don't Create the customer checkbox in case you want to use an existing NetSuite customer.
Note: This option will attach transactions to a default customer (Standard Customer) for every online customer not found in NetSuite. This drop-down box displays a list of all customers in your NetSuite company file.
e. From the Select Customer drop-down box, click to select a customer and select the appropriate options (checkboxes) for configuring/customizing the settings for this customer.
Note: If you click the Create New Customer job in above selected customer checkbox (below Select Customer drop down box), you can click Setup to setup a new customer (optional step).
f. Alternatively, if you want to create a new customer, click Create a new customer with these settings.
g. From the Set Customer Name as drop-down box, click the appropriate matching parameter (Ex: Email) and then click Setup (optional, if you want to further map the customer fields).
h. In the New Customer Settings screen, enter the various mapping parameters like customer type, terms, price level, tax code for taxable orders and more in respective fields.
i. Once you are done with the settings, click Save to save the new customer settings.
j. If you want Unify Desktop to create a new customer for every customer not found in NetSuite, select the Create a new customer with these settings option.
k. From the Set Customer Name as drop-down box, click to select the customer name format and then click Setup to add the customer information in New Customer Settings dialog box.
Note: If you choose to, you can add the credit card information for the new customers being created (provided the same is downloaded from your online store). You can now post customer name in capital letters. This means that even if the customer enters his name as "john smith" when he orders, Unify Desktop will post it as "John Smith" when the order is posted to NetSuite.
l. Under Repeat customer options, choose the appropriate option (update shipping address to latest, update billing address to latest and more checkboxes).
Note: To be able to update credit card information, your online store must save credit card numbers (not recommended).
m. If you want to let the customer know that an account with his/her details has been created in the online store, click the Notify Customer when creating at online store checkbox. Learn more about customer transfer here: Customer Transfer with Unify Enterprise.
n. Under Multiple Currency Settings, select the Map Customer Currency checkbox.
o. If you want to set up the currency, click Setup Currency and if you want to setup a standard customer, click Setup Standard Customer.
p. Click Save & Continue to save the settings, directing you to the CRM setup screen.