The process outlined describes how to create a support case in NetSuite when the customer has a Sales Order.
Does customer have a Sales Order?
Yes!
- Go into Sales Order in NetSuite
- Scroll down to Related Records
- Click on Support Cases
- Click New Case
No!
- Go to NetSuite
- Hover over Customers, hover over Customer Service, hover over Cases and then click ‘New’
- Select contact reason
- Select type of product
- Select model number
- Fill out Primary Information
- Add supporting pictures or attachments to the case under 'files'
- Hit SAVE