Overview

Employee purchasing accounts need to be created uniformly to ensure proper taxes are collected and necessary financial information is entered. Accounts Payable Accountants and NetSuite Administrators are responsible for creating these accounts, since permissions to edit credit limits are required.

Creating the Account

1. Go to Lists>Relationships>Customers>click on New
2. Change CUSTOM FORM to AFG Wholesale Customer Form – MGR and wait for the form to load
3. Make sure TYPE field is set to COMPANY
4. Enter employee name into COMPANY NAME field, using the following format: FirstName LastName (Employee)
5. Set CUSTOMER STATUS to: CUSTOMER-Closed Won
6. Set SALES REP to: Chad Kletschka
7. Set DEPARTMENT to: Retail : Pulsar
8. Set CATEGORY and LEAD SOURCE to:  AFG eCom (Do not use for WHSE!)
9. Enter email address. If the employee wants order confirmations & receipts sent to a personal email address, enter that address. If not, enter the same email address they use for their NetSuite account. If they do not have a work email and they don’t want to use a personal one, please use donotreply@afgdistribution.com  Email address is a required field!
10. Click on Address subtab, click the pencil icon in the EDIT field, and enter the following:

1. ADDRESS 1: 128 Bingham Road
2. ADDRESS 2: Suite 700
3. ZIP 28806 (City & State will auto-populate)
4. Click the blue OK button
5. Make sure DEFAULT SHIPPING and  DEFAULT BILLING are checked
6. Click the blue Add button
7. Do not add any other addresses. They are not needed for billing!

11. Click on the Financial subtab, and enter the following:

1. PRICE LEVEL:  WHSE
2. CREDIT LIMIT: $200
3. TERMS: Credit Card
4. TAXABLE: checked
5. TAX ITEM: AVATAX

12. Click the blue Save button at the top or bottom of the page.
13. Edit the account, set CUSTOM FORM to AFG Wholesale Customer Form, wait for the form to load, then click the blue Save button