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.
NetSuite:
Salesforce:
Customer Alert Message
If the customer entered has an Alert, this is shown during the transaction.