Building Customer Credit and Cash Accounts Terms in NetSuite
One of our clients in New Zealand who is a cool-chain packaging supplier, consulted us for a custom requirement to create an option for customers to apply for credit terms on their e-commerce.
Requirement
Our client required the development of a new section in the webstore through which the user can apply for credit terms and have default cash terms. This should be available as a tab in the user account, which if clicked should take the customer to fill out information to request credit. Our client required this custom development in all 3 domains (New Zealand – NZ, Australia – AU and the United States of America – US).
Solution
In order to provide an option for the customers to apply for credit terms from the webstore, our team created an extension to develop the following functionality:
1. When the customer signs in to the webstore, a tab named ‘Account Application” will be displayed in my account section.
2. This new tab navigates to a page where the account application form provided will be displayed. At the bottom of the page, a button ‘Account Application’ will be displayed.
3. When the user clicks the ‘Account Application’ button, an email will be sent to a specific email id containing the details of the form.
4. Our developers also created a new email template for this email as the form includes multiple fields.
5. Both NZ and AU contain the same fields, a single email template was made but since the US domain is different, we styled a new email template.
Result
The customization was successful and our client reaped the complete benefits. Our client’s customers in all 3 domains now enjoy a seamless web experience backed by NetSuite.
Drive your business success with our comprehensive Netsuite Customization Services. Contact us at contactus@jobinandjismi.com to schedule a consultation and see how we can help you take your business to the next level.
