Fixed Customer Configuration in...

TL;DR Opening

You can configure NetSuite Connector to utilize a fixed customer for all order submissions, preventing the creation of new customer records for each transaction. This setup is particularly useful for platforms like Amazon FBA, where a single customer record can simplify order processing.

What is a Fixed Customer?

A fixed customer in the NetSuite Connector is an existing or newly created customer record that you designate to receive all orders consolidated under it. This approach can streamline your order management by avoiding clutter in customer records.

Setting Up a Fixed Customer in NetSuite

Before configuring the connector, ensure that your chosen customer is set up properly in NetSuite:

Decide whether to use an existing customer or create a new one.
Ensure that the customer is set as taxable, allowing for proper order tax management.
Note the customer's internal ID for later use. You can find this ID by following the instructions in the Finding the Internal ID of Records.

Important Considerations

Using a fixed customer only applies if the customer profile is designated as taxable. This ensures both taxable and non-taxable orders can be processed correctly. For detailed steps on making a customer default to taxable, refer to Setting Customers As Taxable By Default.

Configuring the Fixed Customer in NetSuite Connector

After setting up your fixed customer in NetSuite, proceed to configure it within the connector:

Steps to Configure:

Log in to app.farapp.com.
Select the relevant connector and account.
Navigate to Settings > Orders to access the Order Settings page.
In the General tab, click on Advanced Options.
Locate the Post All Orders Against Customer field and enter the internal ID of your fixed customer.
- For the Amazon connector, note that you will need to configure separate fields for MFN and FBA orders, depending on how you wish to implement the fixed customer setup.
Finally, click Save to finalize your settings.

After saving, all subsequent orders associated with this connector will be routed through the fixed customer ID you've designated.

Who This Affects

Administrators: Need to set up and manage customer configurations.
Developers: Implement and customize the NetSuite Connector settings.
E-commerce Managers: Oversee the order management processes across platforms like Amazon.

Key Takeaways

Configuring a fixed customer prevents multiple customer entries for transactions.
Customers must be designated as taxable for proper order processing.
Accurate internal ID usage is essential for successful configurations in the connector.

Source: This article is based on Oracle's official NetSuite documentation.

Frequently Asked Questions (4)

Does the fixed customer configuration apply to both MFN and FBA orders in Amazon?

Yes, when setting up a fixed customer for the Amazon connector, you need to configure separate fields for both MFN and FBA orders to ensure the setup is implemented correctly.

What are the prerequisites for setting up a fixed customer in NetSuite?

Before configuring the NetSuite Connector, you must decide whether to use an existing customer or create a new one. The customer must be set as taxable, and you need their internal ID.

How do I ensure that my selected fixed customer can process both taxable and non-taxable orders?

The customer profile must be designated as taxable to properly process both taxable and non-taxable orders. Refer to the detailed steps on making a customer default to taxable in the NetSuite documentation.

What happens if the incorrect internal ID is used in the configuration?

Using an incorrect internal ID could result in orders not being processed as intended, as they may not attach to the correct customer record. Ensure accurate entry of the internal ID to avoid issues in routing orders.

Fixed Customer Configuration in NetSuite Connector