Tag: customer

Add Prescription Table in Customer Record

A prescription is a custom record available in the system we want to show all available prescriptions for that customer. The following script creates a prescription HTML table in the customer record. The Prescription Table shows all essential data like the quantity of prescription items used in Transactions, Auto-ships, Pet & Vet details, etc. Also… Continue reading Add Prescription Table in Customer Record

Saved search to get the billing address of parent and sub customers

Scenario: How to get the billing address fields of parent and sub-customers.? Solution: 1)Create a customer saved search: navigate to list>search>saved search>new Customer Saved Search: Click Edit Click Criteria Click Standard Filter: Select Sub of Description: Select is not -None– Filter: Select Stage Description: Select is any(prospect,lead,customer) Filter: select address fields sub Customer Field: Select billing address Description: Select is true Filter: select parent customer fields… sub Customer Field: Select… Continue reading Saved search to get the billing address of parent and sub customers

Saved Customer Search That Will List The Child Customers Under

1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Select Customer on the list.3. Set the following under Criteria Tab > Standard Subtab: · Inactive = F· Sub Customer fields… > select Name/ID = is not empty 4. Set the following under Results Tab > Column Subtab: · ID || Custom Label: Parent ID· Name ||… Continue reading Saved Customer Search That Will List The Child Customers Under

PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS

Requirement: Client wants to update the billing address of the parent accounts and all their sub-customers accounts. The following are the changes to be made : The Billing street Address 1 to: new value The Billing street Address 2 to: make the field empty The Billing Postal Code/Zip to: new postal code. The billing information… Continue reading PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS

NetSuite Connector Implementation: Customer Sync

Data flow for Customer sync from BigCommerce to NetSuite. The customers from Big Commerce to NetSuite is synced using the NetSuite connector.   To sync the customer, create a customer in Big Commerce by adding the required fields.  Specify the date and time for under the settings so that the sync will consider the records created… Continue reading NetSuite Connector Implementation: Customer Sync

How To Add Special Pricing For Items To a Customer

The client would like to update the price for a group of items by doing a mass update to increase the price just for those items. However, they don’t want the price increase for these items to be applied to a group of customers. They have some customers to exclude from this price increase. To… Continue reading How To Add Special Pricing For Items To a Customer