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Updating Customer Requirements in NetSuite

Customers who notify of updates will generally send via email or through an updated Customer Guide. Compliance is responsible for obtaining all other updates by navigating to the customer’s portal on a regular basis.

  1. Log in to NetSuite.
  2. Enter the customer number in the global search bar.

3. Hit Edit.

4. Scroll down to the Requirements & Alerts subtab.

5. Make all appropriate changes in each category.

  • Rules Management
  • Planned Ship Date & Consolidation
  • Approval to Release
  • Routing
  • Picking & Packing
  • Shipping Dock

6. Click on the Documents & Testing subtab.

7. Make all appropriate changes in each of the following categories.

  • Carton Labels & Marking (Compliance)
  • Pre-Ticketing (Compliance)
  • Pallet Label (Compliance)
  • Pallet Placard (Compliance)
  • Shipping Label (Compliance)
  • Other Order Documents (Compliance)

8. Click Save.

Updated on August 29, 2023

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