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description: There are two Types of Customer records  that can be created in NetSuite
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How to create a Customer account to NetSuite

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A. Customer as Individual

1\. Log in to NetSuite

Ensure you have the appropriate permissions to create customer records.

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2. Navigate to the Customer Record Creation Page

Go to Lists > Relationships > Customers.
Click on New to start creating a new customer record.

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3. Enter Basic Information

Name: Enter the full name of the individual customer.
Customer Type: Choose “Individual”.
Job Title: Title of the individual.
Company Name: Same as the individual name
Subsidiary: Select the appropriate subsidiary or as requested from your file

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4. Fill in Contact Information

Address: Under the address tab, Enter the individual’s billing and/or shipping address. (If Available)
Phone: Provide a contact number. (If Available)
Email: Enter the individual’s email address. (required)

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5. Set Up Financial Information

Financial: Under this tab, choose the correct currency applicable to the individual. (required field)

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7. Territory of sale:

Under Classification: Select the country of sale (same with the Subsidiary)

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8. Save the Record

Click Save to create the customer record.

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9. Review and Confirm

After saving, review the customer record to ensure all details are correct.
Make any necessary adjustments or additions.



Creating a customer record in NetSuite for a company involves a straightforward process. Here’s a step-by-step guide:

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B: Customers as Company

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1. Navigate to the Customer Record Creation Page

Go to Lists > Relationships > Customers.
Click on New to start creating a new customer record.

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2. Enter Basic Information

Company Name: Enter the name of the company.
Customer Type: Select “Company” to denote that this is a business entity.
Subsidiary: If using NetSuite OneWorld, choose the appropriate subsidiary.

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3. Fill in Contact Information

Address: Enter the company’s billing and/or shipping address. You may need to provide multiple addresses depending on your setup.
Phone: Add the primary contact number for the company.
Email: Enter the company’s general or primary email address.

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4. Set Up Financial Information

Terms: Specify the payment terms for the company (e.g., Net 30, Net 60).
Primary Currency: Set the correct currency as required. (e.g., AUD)
Credit Limit: Set a credit limit for the company, if applicable.
Price Level: Choose the appropriate price level for the company.

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5. Add Company Contacts

Primary Contact: Add details for the main contact person within the company.
Additional Contacts: You can add more contacts if needed, including roles like billing or shipping contacts.

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6. Configure Additional Fields

Custom Fields: Fill out any custom fields that are relevant to company customers, if applicable.
Classification: Add any classifications or groupings that are part of your NetSuite setup.

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7. Include Any Relevant Notes

Notes: Enter any important notes or information about the company.

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8. Save the Record

Click Save to create the company customer record.

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9. Review and Verify

After saving, review the customer record to ensure all information is accurate and complete.
Make any necessary adjustments.

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