ANS-0222 · CUSTOMER & CRM RECORDS
How to Configure a House Account for Sales Reporting in NetSuite?
Learn how to create a dedicated 'House Account' employee record in NetSuite to accurately track sales not attributed to individual representatives.
Short answer
To establish a house account for sales reporting in NetSuite, create a dummy employee record named 'House Account'. Enable the 'sales rep' flag on this record, but user access is not required. This configuration allows customers to be associated with the house sales account, enabling consolidated reporting for sales not attributed to individual representatives.
Scenario
Organizations often need to track sales that are not attributed to a specific individual sales representative but rather to a general 'house' account. This requires a method within NetSuite to categorize these sales for accurate reporting without assigning them to an active employee.
Solution
To set up a house account for sales reporting in NetSuite, follow these steps:
Create a new employee record within NetSuite.
Name this employee record "House Account".
Ensure the "sales rep" flag is set to true on this employee record.
No user access is required for this employee record.
Associate customers with this "House Account" sales representative to enable reporting for sales by "House".
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