Configuring Fixed Customer Settings...

TL;DR Opening

Configuring Fixed Customer in NetSuite Connector allows users to direct all orders to a single customer, which helps avoid creating multiple customer records for each order. This guide details how to set this up effectively.

What Is a Fixed Customer in NetSuite?

In the context of NetSuite, a fixed customer is an existing or newly created customer record that you designate to receive all orders processed through NetSuite Connector. This approach is beneficial for businesses that do not want to create a new customer record for each order, especially for platforms where payments are managed externally, such as Amazon FBA.

Steps to Configure a Fixed Customer in NetSuite

Before setting up the fixed customer in NetSuite Connector, ensure that the customer is specified in NetSuite:

Create or Choose a Customer: Set up a new customer or choose an existing one. Ensure that this customer is taxable, allowing you to manage both taxable and non-taxable orders effectively.
Find the Customer's Internal ID: You need the internal ID of the customer for later configuration. Refer to the documentation on how to find the internal ID of records.

Configuring a Fixed Customer in NetSuite Connector

Once the fixed customer is set up in NetSuite, follow these steps to configure it in NetSuite Connector:

Steps:

Log in to NetSuite Connector.
Choose the relevant connector and account for configuration.
Navigate to Settings > Orders to access the Order Settings page.
In the General tab, click on Advanced Options.
Locate the field labeled Post All Orders Against Customer and enter the internal ID of the fixed customer.

Note: If using the Amazon connector, note that this includes separate settings for MFN (Merchant Fulfilled Network) and FBA (Fulfilled by Amazon) orders. Ensure you enter the internal ID in the appropriate section based on the type of orders.
Click Save to finalize your settings.

Following these steps ensures that all future orders for the selected connector will reference the same customer in NetSuite, thus maintaining a single customer record and avoiding clutter in your customer database.

Key Takeaways

Configuring a fixed customer streamlines order management by centralizing customer records.
Ensure the designated customer is set as taxable for accurate tax calculation.
Knowing the internal ID of the customer is crucial for configuration in NetSuite Connector.
This setup is applicable to most connectors, with specific instructions for Amazon Connector.

Frequently Asked Questions (4)

Do I need to set the designated customer as taxable when configuring a fixed customer in NetSuite Connector?

Yes, you should ensure that the designated customer is set as taxable to manage both taxable and non-taxable orders effectively.

How do I enter the internal ID of the fixed customer in NetSuite Connector?

You need to log into NetSuite Connector, navigate to Settings > Orders, and in the General tab click on Advanced Options. Locate the field labeled 'Post All Orders Against Customer' and enter the internal ID of the fixed customer.

Does configuring a fixed customer in NetSuite Connector affect Amazon FBA and MFN orders differently?

Yes, if you are using the Amazon connector, there are separate settings for MFN (Merchant Fulfilled Network) and FBA (Fulfilled by Amazon) orders. Ensure you enter the internal ID in the appropriate section for the type of orders.

Is the configuration of a fixed customer applicable to all connectors within NetSuite Connector?

Yes, the setup is applicable to most connectors, but there are specific instructions that need to be followed for certain connectors, such as the Amazon connector.

Configuring Fixed Customer Settings in NetSuite Connector