[Transcript]
The NetSuite Customer Center lets customers enter estimates orders invoices and payments. Here’s some guides on using the Customer Center role. For that customer to access NetSuite, you must first enable the feature.
To do that, navigate to setup, company, enable features under web presence “customer access” should be marked.
You can also add the online ordering feature to allow your customers to create orders using their login access. Then Save.
Next, it provides a standard role for customers. You can customize this role to adjust the level of permissions for certain tasks in the center.
Let’s assign the Customer Center on the customer record. On the customer record make sure that the email is populated.
“Give access” should be marked and also mark “send new access qualification email” so that NetSuite will send them the URL to set up their NetSuite password.
Under role, select the Customer Center we can select the standard one or the customized one. Then save.
After saving your record NetSuite administrator roles have the ability to use the “Log in as customer” link to provide an overview of what the customer center looks like.
Let’s click this link. So, this is what your customers will see on the NetSuite account. The links available here are based on the permission set on the role.
They’ll be able to view all their transactions and even look at the details of their sales orders and other transactions.
Customers can also update the information using this “edit your profile” link.
Where they can enter the address information their shipping information and even save credit card details on which this will be encrypted after save.
All information entered here will be reflected under NetSuite customer record.
Let’s check the order creation. The form you have here is based on the preferred form setup on your NetSuite account for the customization regarding this will be discussed under the Advanced Customer Center role.
Wrapping Up
As a highly accredited NetSuite Solution Provider, ScaleNorth is well positioned to help you with the full scope of your NetSuite customization needs. If you require more NetSuite assistance, contact ScaleNorth today.
About the Author
Quinne Aloya is a multi-certified NetSuite Consultant with a passion for optimizing business processes. She specializes in receivables and payables management, as well as expertly handling SuiteBilling and Contract Renewals. With a wealth of experience in other ERP systems, including Xero and QuickBooks, she possesses a comprehensive understanding of the intricacies of financial management and seamless integration.
Quinne is a CPA and holds the NetSuite Administrator, ERP Consultant, SuiteFoundation, Financial and SuiteAnalytics credentials.