This section provides information to sales associates and sales managers about how to operate SuiteCommerce InStore (SCIS). This section also provides information about the user interface, entering transactions, and customer records. For administrator information, see SuiteCommerce InStore Administrator’s Overview.
SCIS is a web-based point-of-sale application. It provides a touch-based user interface specifically designed for tablets. Dedicated point-of-sale hardware is not required. SCIS supports common point-of-sale peripherals including: Credit card readers, printers, barcode scanners, and cash drawers.
The SuiteCommerce InStore mobile app is always required when using SCIS on an iPad, or with the Windows Operating System on a tablet or computer. Using SCIS on a desktop or laptop computer with a web browser such as Safari, Chrome, or Firefox is not supported.
Integration with NetSuite
SCIS is designed to integrate natively with NetSuite. The SuiteCommerce InStore SuiteApp is installed in your organization’s NetSuite account. Sales associates use the secure SCIS POS application to access SCIS. All data used by SCIS is stored in and retrieved from NetSuite. This enables SCIS to leverage other NetSuite product areas, including Enterprise Resource Planning (ERP), Commerce web stores, and Customer Relationship management (CRM).
Access to Customer Profiles
The Customer Profile, provides the sales associate with a complete view of a customer's purchase activity. The customer timeline shows purchases, returns, shipments, and dates of interactions with the call center. To access the Customer Profile and timeline, the sales associate clicks a customer’s name.
Roles and Permissions
Each employee who will be using SCIS, must be granted one of the custom roles added to NetSuite when SuiteCommerce InStore is installed. If needed, an administrator can customize a role to comply with the business needs of the organization. To log in to SCIS, each user enters login credentials based on the role assigned.
The SuiteCommerce InStore SuiteApp installs a basic set of permissions for operations that are typical in retail transactions, such as void lines, and applying discounts. The employee using SCIS is required to have the necessary NetSuite permissions to perform these operations. The SCIS Permission custom record, is used to manage restricted operations that require authorization. For more information, read SCIS Roles and Permissions.
Workflow and User Interface
For more information, read the following: