Required Features and Settings for SCIS

This topic applies to

Applies to

SuiteCommerce InStore

 

This section includes information for administrators setting up SuiteCommerce InStore (SCIS). Read the following for more information:

Required Features for SuiteCommerce InStore

The following NetSuite features are required to use SuiteCommerce InStore (SCIS). To enable features in NetSuite:

  1. Go to Setup > Company > Enable Features.

  2. Check the boxes next to all the features listed in the following table.

  3. Click Save.

Subtab on Enable Features Page

Feature Name

Company

Locations

Multi-Language

Note

The Multi-Language feature is optional for NetSuite US, but required for other editions of NetSuite, such as NetSuite Canada and NetSuite Australia.


Accounting

Accounting Periods

Tax

Advanced Taxes

Transactions

Advanced Billing

Multiple Shipping Routes

Promotion Codes

Items & Inventory

Gift Certificates

Bar Coding and Item Labels

Inventory

Multi-Location Inventory

CRM

Upsell Manager

Web Presence

Web Site

Web Store

Advanced Site Customization

Descriptive URLs

SuiteCommerce Advanced

Host HTML Files

Online Ordering

SuiteCloud

Custom Records

Advanced PDF/HTML Templates

Client SuiteScript

Server SuiteScript

SuiteScript Server Pages

Custom Transactions

Accounting and Tax Preferences for SCIS

SuiteCommerce InStore (SCIS) requires specific accounting preferences and tax settings in your NetSuite account.

Set Accounting Preferences

Follow these steps to set your SCIS accounting preferences.

To set accounting preferences for SCIS:

  1. Go to Setup > Accounting > Accounting Preferences.

  2. Set the following accounting preferences:

    • On the General subtab, clear the box next to Void Transaction Using Reversing Journals.

    • On the Items/Transactions subtab, select a Default Income Account from the list.

  3. Click Save.

Set Shipping Charge Automation

Follow these steps to have SCIS automatically charge for shipping.

To automatically charge for shipping:

  1. Go to Setup > Accounting > Shipping.

  2. Check the Charge for Shipping box.

  3. Click Save.

For more information, see the help topic Setting Up Shipping.

Configure Tax Settings

Follow these steps to configure your SCIS tax settings.

To configure tax settings:

  1. Go to Setup > Accounting > Nexuses. You must have at least one tax nexus set up.

  2. Go to Setup > Accounting > Set Up Taxes.

    1. Check the box next to Enable Tax Lookup on Sales Transactions.

    2. Check the box next to Customers Default to Taxable.

    3. Check the box next to Charge Out of District Sales Taxes.

    4. Check the box next to Per-Line Taxes on Transactions.

      Note

      In some cases, the Per-Line Taxes on Transactions preference conflicts with the feature, Multiple Shipping Routes. If you find that the preference is not available, go to Setup > Company > Enable Features. On the Transactions subtab, clear the box next to Multiple Shipping Routes. Click Save. Then, you can check the Per-Line Taxes on Transacations box, and enable the Multiple Shipping Routes feature again.


    5. Under Charge Sales Tax on Store Orders, select Always.

    6. Select a Default Tax Code.

      Note

      If there is no tax code or tax item on the customer record, then the tax is calculated based on the SCIS location address.


    7. Under Tax Code Lists Include, select Tax Groups and Tax Codes.

    8. Set up a tax code for each location where you will be using SCIS.

    9. Click Save.

  3. Go to Setup > Accounting > Tax Schedule. Verify that the nexus corresponding to each location is taxable.

After you have configured accounting preferences and tax settings, you can install the SuiteCommerce InStore SuiteApp.

For more information about tax settings, see Calculating Taxes on Transactions.

To view a list of SCIS installation tasks, see SuiteCommerce InStore Installation.

Permit Refunds or Exchanges for Transactions in Closed Accounting Periods

By default, after an accounting period has been closed, sales associates cannot process a refund or exchange for transactions that occurred during that period. To disable the restriction for a period, you can use the Allow Non-G/L Changes option. The option allows adding non-posting transactions to a closed period.

Perform the following steps in NetSuite. The first two can be one-time tasks.

  1. Ensure you have Allow Quick Close enabled in your Accounting Preferences.

  2. For the SCIS Clerk role, check the option for Allow Non-G/L Changes.

  3. For the closed period, check the option to Allow Non-G/L Changes.

Note

Sales associates and other users who do not have the Allow Non-G/L Changes enabled in their role cannot enter non-posting transactions to a closed period, even if the Allow Non-G/L Changes option for a period is checked.


1. To ensure you have Allow Quick Close enabled:

This setting lets you close accounting periods.

  1. Go to Setup > Accounting > Accounting Preferences.

  2. On the General tab, scroll to the end of the General Ledger section.

  3. Ensure Allow Quick Close of Accounting Periods is checked. If not, check the option.

  4. If you checked the option, click Save.

2. To adjust the SCIS Clerk role to Allow Non-G/L Changes:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Click Edit for the SCIS Clerk role.

  3. On the Permissions tab, click Setup.

  4. In the Add field, select Allow Non-G/L Changes.

  5. Click Add.

  6. Click Save.

3. To enable Allow Non-G/L Changes for a Closed Accounting Period:

  1. Go to Setup > Accounting > Manage Accounting Periods.

  2. Expand the desired Period Name to display the period to enable.

  3. Verify that the Period Close column is checked for the period.

    Open periods do not require the option to allow non G/L changes.

  4. Click the Period Name to display the details.

  5. Check the Allow Non-G/L Changes box.

  6. Click Save.

    Tip

    To always allow refunds and exchanges for closed periods, include checking the Allow Non-G/L Changes box as a standard task when closing a period.