Tutorial: Customer Alerts

Tutorial: Customer Alerts

Customer Alerts allow you to flag clerks about specific customer/shopper information when a named customer/shopper is selected.  Some use cases for this include:
  • VIP customers/shoppers
  • Problematic customers
  • Authorized contacts  for a specific customer
  • Special information for a customer
To enable, you simply enter a message in the Customer Alert field (either in SuitePOS or directly in the NetSuite or Salesforce backend).  When that named customer is selected (during a transaction) the alert will pop up, notifying the clerk.

NetSuite:


Salesforce: 

Customer Alert Message

If the customer entered has an Alert, this is shown during the transaction.

Customer Alert message on a transaction:





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