To determine the total lifetime sales for both parent and child customers in NetSuite, an Administrator should use a "Transaction" Saved Search. The reason for this is that sales data is inherently transactional, involving sales orders, invoices, cash sales, and other transaction types that record sales activities. By selecting a Transaction Saved Search, an Administrator can aggregate sales data across all related transactions linked to both parent and child customers.
To accurately capture the total lifetime sales for these customers, the search can be configured to sum the amounts of relevant transactions, applying filters to include transactions associated with both the parent customer records and their child records. This ensures a comprehensive view of sales activity that encompasses the entire customer hierarchy. Furthermore, NetSuite's ability to associate transactions with both parent and child records allows for detailed and accurate reporting on sales metrics, essential for financial analysis and customer relationship management.References:
* NetSuite Help Center: Creating Saved Searches
* NetSuite SuiteAnswers ID 8230: Reporting on Transactions by Customer Hierarchies