Login Procedure
The customer needs credentials to login to the Customer Portal. We can give access to the customer.
Login Page
How to give access to a customer?
Go to Lists > Relationships > Customers.
2. Click Edit next to the customer that you want to assign a role to.
3. In the Email field, enter the customer’s email address.
4. The customer uses this email address to log in to NetSuite.
5. Click the Access tab.
6. Check the Give Access box.
7. To assign the standard Customer Center role, in the Role field, select Customer Center. If you customized the Customer Center role, select the name of the custom role. Check the Manually Assign or Change Password box.
8. Enter and confirm the customer’s password.
9. Click Save.
Then Click on “Login as Customer” under the Access tab.
Customer Portal Dashboard
The user will navigate to the Customer Portal Dashboard and it is Customizable if required. We can create a Sales Order by Clicking on the “Enter an Order”.
Sales Order Creation
We have customized the following form.
Customer Sales Order Form : https://6826574-rp.app.netsuite.com/app/common/custom/custform.nl?id=143&nl=F&ft=TRANSACTION&tt=SalesOrd&ol=T&e=T
Primary Information
Billing
Item Line Field
Provide Address Information
Choose a Shipping Method
Enter Payment Method
Sales Order Created through customer portal
