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For people outside NetSuite

Letting customers check their own orders

Our customers call us to ask where their order is.

Every answer is in your NetSuite account, but to look it up themselves, customers need a NetSuite login. SeamSet puts it on a page they open without one.

For heads of customer service and operations whose team looks up orders all day.

Your team looks it up, one call at a time.

  • A customer calls. Someone finds the order, checks the shipments and the invoices, and answers.

  • Meanwhile, the questions that need a person wait behind the ones a page could answer.

One page per customer, with every order on it.

Describe it in plain words: "let customers see their orders and tracking." SeamSet first checks what NetSuite already covers, starting with Customer Center, where customers see their orders and invoices. Native first, with pragmatism. If a native feature covers the need, SeamSet sets it up (a saved search, a workflow, an approval rule), through your NetSuite admin's approval, and writes no code. If the native route would cost more to set up and run than the need is worth, SeamSet says so and proposes the lighter option. Account features stay your admin's switch. When nothing native fits, SeamSet builds:

  • Every order with a plain status: not shipped yet, partly shipped, shipped.
  • Each shipment with its tracking link.
  • Expected ship dates, as they stand in NetSuite.
  • Open invoices as PDFs and, if your AR team agrees, the balance due.

Anything entered late in NetSuite appears late.

Example of a customer page, with a fictional seller, Corvid Packaging, and a fictional customer, Millbrook Bakeries, signed in as one of its contacts. The page is under the seller's brand, not NetSuite's. A table lists the customer's orders with the columns Order, Date, Status, Expected ship date and Tracking: SO-24831, ordered 22 Sep, Not shipped yet, expected ship date 29 Sep, no tracking link yet. SO-24817, ordered 17 Sep, Partly shipped, expected ship date 26 Sep, Shipment 1 tracking link. SO-24790, ordered 10 Sep, Shipped, expected ship date 15 Sep, Shipment 1 tracking link, Shipment 2 tracking link. SO-24762, ordered 3 Sep, Shipped, expected ship date 8 Sep, Shipment 1 tracking link. SO-24741, ordered 27 Aug, Shipped, expected ship date 1 Sep, Shipment 1 tracking link.A panel lists 3 open invoices, each with a PDF link: INV-3102, $2,180.00, due 23 Oct. INV-3091, $6,240.00, due 15 Oct. INV-3074, $3,915.50, due 8 Oct.The balance due is $12,335.50. A link reads Contact your account team. The order numbers, dates and amounts are the records as they stand in NetSuite. Marked in green as custom, what SeamSet adds: the plain status, the tracking links, the invoice PDFs and the balance due.

Outside your NetSuite account, and here is why.

Customers are not your employees, and they should not need a NetSuite login. Customer Center can be extended with custom pages, but every customer still signs in to NetSuite. So the portal runs outside your NetSuite account. Your team picks who gets access, and each contact sees only their company's orders.

The portal reads from your NetSuite account when a customer opens it, and keeps no copy of your records. The fields and invoice PDFs shown leave NetSuite.

What it reads, and what it writes.

Reads

your customers and their contacts, orders, shipments and invoices.

Writes

nothing to your records.

Connection

your admin connects SeamSet and decides what it can access.

Added to your account

only what the portal needs, listed for your admin before approval.

Every change is tested before it goes live. The portal goes live once your admin approves. The log records who asked, who approved, what changed and when.

Your NetSuite admin can revoke SeamSet's access in NetSuite at any time, and the portal stops. It also stops if you stop using SeamSet.

Tell us what your customers call about most.

Pick the question your team answers most often, from order status to invoice copies. We'll talk it through.

Talk to us