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
Tag: customer
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
Functions for woocommerce API
Functions for woocommerce API
saved search for fetching the contact and their parent customer based on the Email Id
saved search for fetching the contact and their parent customer based on the Email Id
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
Personalized catalog views
PCV enables you to group your customers and give each group access to a tailored selection of items.If we want to show particular items for a set of customers then we can use PCV. To enable personalized catalog views: Go to Setup > Company > Setup Tasks > Enable Features (Administrator). Click the Items & Inventory subtab. Check… Continue reading Personalized catalog views
To get parent name from the customer name hierarchy
In order to get the parent name from the customer name hierarchy through the saved search, use the following formula
Restrict customers to buy quantity more than the available quantity
Requirement: Restrict customers to buy quantity more than the available quantity.If the user tries to add the quantity more than the available one,then the value should be updated to the available value of an item. Solution: Update the client script that applies to ‘sales order’.And if the user adds value greater than the available value,then… Continue reading Restrict customers to buy quantity more than the available quantity
Customer category sublist auto-update
Automate the sublist update.When there is a change in the body fields Season, category or sub category. We will add a new line into the customer category history sublist.In the before record submit, we can check whether the old field value and new field value has changed or not. If changed add new line to… Continue reading Customer category sublist auto-update