Creating A Case In Netsuite

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