Tutorial: Customer Alerts
Customer Alerts allow you to flag clerks about specific customer/shopper information when a named customer/shopper is selected. Some use cases for this include:
- VIP customers/shoppers
- Problematic customers
- Authorized contacts for a specific customer
- Special information for a customer
To enable, you simply enter a message in the Customer Alert field (either in SuitePOS or directly in the NetSuite or Salesforce backend). When that named customer is selected (during a transaction) the alert will pop up, notifying the clerk.
Customer Alert Message
If the customer entered has an Alert, this is shown during the transaction.
Customer Alert message on a transaction:
Tutorial: NetSuite Saved Customer and Item Searches
Saved Customer and Items Searches allows you to customize what is including in the syncs and pin it at the POS Settings level (typically a store). This is used to override the Active Saved Searches that apply to all POS Settings and provides an ...
Tutorial: Activating custom Customer fields in SuitePOS
Custom fields (at the Customer/Account level) are very useful for tracking any metric about your shoppers. You can use them to take notes, track preferences and desires and even script information to read only fields to showing things like $ spend ...
Customer and Item Sync's Revealed!
SuitePOS is a very high performing POS App (running natively on an Apple device) that is well suited for retail environments with large transaction volumes. One of the cornerstones of speed is the development of sophisticated caching mechanisms. This ...
Implementing On-Demand Customer and Items Strategies and Optimizations
STOP On-Demand Customer and Items should not be considered if your customer or item syncs happen at an acceptable speed; generally when there are less than 20,000 items and 40,000 customers. On-Demand Customers On-Demand Customers should only be ...
NetSuite Script Error: PSWD_REQD when editing a customer record in SuitePOS
Sometimes this error message is displayed when editing a customer record in SuitePOS and changing the email address of a customer who has Customer Center access to NetSuite. NetSuite is telling you this because of their tight security. This is a ...