SCIS Fallback Overview

This topic applies to

Applies to

SuiteCommerce InStore

Fallback enables sales associates to perform basic point-of-sale operations when SuiteCommerce InStore (SCIS) is unable to connect to NetSuite. Fallback is included in the SCIS SuiteApp and runs locally on the mobile device you use for point-of-sale. To start using Fallback when NetSuite is not available, an administrator must enable Fallback and perform some configuration tasks in NetSuite.

While SCIS relies on backend capabilities provided by NetSuite, such as payment processing, tax calculations and storing customer and product data, Fallback runs independently. Assets such as, images (logos and background), printing settings and specific Fallback settings are stored in the SCIS mobile app. After Fallback has been configured in NetSuite, logging in to SCIS on the mobile device triggers the download of the product catalog to the device. Product download is transparent to the sales associate who has logged in. It occurs automatically upon login, and does not disrupt the typical workflow.

Prerequisites

To prepare for using Fallback, administrators are required to complete some prerequisite steps. Note the following:

  • Configure Fallback in NetSuite at Setup > SuiteCommerce Advanced > SCIS Fallback Settings.

  • If you use SCIS on an iPad, ensure that SCIS mobile apps are up to date.

  • Ensure that the External Pin Pad payment method is enabled.

Best Practice for Using Fallback

If the connection to NetSuite is interrupted, the Fallback login screen displays. After logging in to Fallback with a Fallback PIN number, the sales associate can continue creating orders and submitting sales transactions.

Fallback can be used during the following events when NetSuite is not available:

  • NetSuite twice yearly major updates

  • NetSuite scheduled maintenance

  • Temporary internet outage

Operating in Fallback

Note the following considerations for sales associates entering orders in Fallback, and for administrators and store managers setting up Fallback and working in NetSuite.

Sales Associates

After logging in to Fallback, sales associates can enter orders while SCIS is not available, but with limited capability. For example, orders are not submitted to the system in real time. Also, some SCIS operations are not available in Fallback, such as shipping and in-store pickup.

Note

In Fallback sales associates can use custom discounts regardless of authorization requirements.


Administrators and Store Managers

Orders submitted in Fallback are posted to NetSuite through a consolidation process that occurs asynchronously. An administrator or manager may need to reconcile a Fallback transaction if it fails to create a transaction in NetSuite. General ledger accounts and inventory will be out of date until transactions are posted in NetSuite.

Operations Supported in Fallback

The following table shows operations that are supported in Fallback, as well as operations not supported in Fallback.

Operation

Supported in Fallback

Not Supported in Fallback

Shopping Cart Operations

Void lines on orders

(Voided lines are removed from Fallback transactions.)

 

X

Currency rounding

 

X

Change item quantity

X

 

Add/edit/delete item-level note

X

 

Quantity or customer based pricing

 

X

QuickAdd Key groups

X

 

QuickAdd key dynamic lists (related and co-related item in the cart)

 

X

Operations on Customer Records

Customer profile

 

X

Creating new customers

 

X

Editing customer information

 

X

Order-level operations

Assigning customers to orders

 

X

Add/edit/delete order-level note

X

 

Returns

 

X

Refunds

 

X

Quotes

 

X

Shipping and Pickup

  • Shipping and pickup options are not available at line-level or order level.

  • Fulfillment tasks are not available to sales associates.

  • Pick up in-store is not available for customers.

 

X

Limited payment methods. The following payment methods are the only ones supported in Fallback:

  • Cash

  • External PIN Pad (this includes any electronic payment supported by EPP, such as google wallet, credit card, all-in-one payment method)

  • Check

  • Any custom non-electronic payment method

Note

Systems that only use payment processing capabilities in NetSuite, are not supported.


For more information about setting up payment methods for Fallback, read SCIS Fallback Payment Methods.

X

 

Partial payments

 X

Email receipts

 

X

Print receipts

X

 

Sales rep selection on orders

X

Adding touchpoints, extra attributes, or event validators.

 

X

Login and Shift

Email and password login credentials

 

X

Generic PIN login per location

X

 

SCIS Cash Drawer Management

  • Entering initial loan or end of day transactions are not available for sales associates.

  • Opening a shift or closing a shift is not available.

 

X

Manager authorization

 

X

Promotions, Gift Certificates, Discounts

Adding custom discounts and price override

X

 

Adding Promotions

(Sales associate can add a custom discount at the line item level, or order level to emulate the promotion) 

 

X

Using Gift Certificates for payment

 

X

Purchasing Gift Cards

 

X

Search

Search for products

X

 

Transaction search

 

X

Search for customers

 

X

Product Display

Serialized or lot items

 

X

Images of products

 

 X

UPC code and Item name

X

 

Product Detail Page (PDP)

 

 X

Product lists

 

X

Parent matrix items

 

 X

Child Matrix Items

X

 

View of inventory information

 

X

Multiple Languages

(English is the only supported language)

 

X