ANS-1623 · PURCHASE & VENDOR MANAGEMENT
How to Associate Contacts with Vendors and Designate a Primary Contact in NetSuite?
Efficiently manage vendor contacts in NetSuite by linking existing contact records to vendor profiles and designating a primary contact through CSV imports.
Short answer
To associate existing contact records with vendors and set a primary contact in NetSuite, utilize CSV imports. First, update contact records with the corresponding vendor names. Then, update vendor records to define contact roles and designate one as primary.
Scenario
Organizations often need to establish clear relationships between existing contact records and their respective vendor profiles within NetSuite. This includes identifying which contacts are associated with which vendors and designating a primary contact for streamlined communication and management.
Solution
To correctly associate contacts with vendors and designate a primary contact in NetSuite, follow these steps:
On the Contact record, identify the vendors by updating the company name with the vendor name via CSV import.
Update the vendors to identify the role of contacts and make one of them primary via CSV import.
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