How To Create a Customer in NetSuite?

Ron Danenberg01:17

NetSuite Training Summary

In this 1-minute video, Ron demonstrates how to create a new customer profile in NetSuite.

The process begins with using the search bar to navigate to the “customers” page by typing “page: customers”. After the page loads, the presenter points out the “New Customer” button, which opens a form for entering customer details. The form may vary depending on the setup and custom options available within the user’s NetSuite environment. Emphasis is placed on completing mandatory fields first and then filling out additional information as needed.