Configuring QuickAdd Keys

This topic applies to

Applies to

SuiteCommerce InStore

In SuiteCommerce InStore (SCIS), sales associates can use QuickAdd Keys to add items to an order. You can configure QuickAdd Keys to display products at any SCIS location. To display an item QuickAdd Key at a certain location, the location specified on the QuickAdd Key must match the SCIS location and the location specified on the sales associates' employee records.

QuickAdd Groups

The first step in configuring QuickAdd Keys is to configure QuickAdd Groups. QuickAdd Groups are the tabs you use on the QuickAdd bar to organize the display of items in the SCIS user interface. Note that because of responsive design, the appearance of QuickAdd Groups changes when you resize the browser. If the browser window is narrow, QuickAdd Groups may be stacked in multiple rows.

To configure QuickAdd Groups:

  1. Go to Customization > Lists, Records, & Fields > Record Type.

  2. Find SCIS QuickAdd Group, and then click List in that row.

  3. Add or modify entries in the SCIS QuickAdd Group List.

    1. Click New SCIS QuickAdd Group to create a new grouping.

    2. Click Edit next to an existing group to make changes.

  4. Click the Filters subtab, and then select the Location, Website, and Subsidiary where you want these settings to apply. You can select more than one value in each box.

    Note

    By default, the filters are set to apply to all locations, websites, and subsidiaries.


  5. Click Save.

QuickAdd Keys

After you have configured QuickAdd Groups, you can create a QuickAdd Key for each product you want to show in SCIS. Hotkey is a custom record type that is created when you install InStore. Configure QuickAdd Keys in NetSuite for display in SCIS.

To create a new QuickAdd Key:

  1. Go to Customization > Lists, Records, & Fields > Record Types.

  2. Find the SCIS QuickAdd Key row. Click List in that row.

  3. Click New SCIS QuickAdd Key.

  4. Select a QuickAdd Group from the Key Group list.

  5. Select an item from the Item list.

  6. The following settings are optional. You can set all of them, or some of them as they apply to your business:

    1. Select the SCIS Location where you want to show the item. If you do not select a location, the item QuickAdd Key shows at all locations.

    2. Specify a Role. This setting is useful if you want to make certain QuickAdd Keys visible to sales associates with a certain role.

    3. Specify a User. This is the list of employees granted access to SCIS. The QuickAdd Key displays for the user you specify.

    4. Select a Customer Group. This list is sourced from the SCIS Customer Group list. If you select a customer group here, the QuickAdd Key is only available when the sales associate adds a customer from this group to a sales transaction. If you do not make a selection, the QuickAdd Key is available for all customers.

    5. Select a Customer. The QuickAdd Key is only available when the customer is selected on a transaction. If you do not make a selection, the QuickAdd Key is available for all customers.

  7. Click the Filters subtab, and then select filters for Location, Website, and Subsidiary.

    Filter settings are required. If filters are not selected, the SCIS custom record is ignored entirely. If you do not want to setup specific localizations, then you must check the Apply to All boxes on the Filters subtab.

  8. Click Save.

To edit a QuickAdd Key:

  1. Go to Customization > Lists, Records, & Fields > Record Types

  2. Find the SCIS QuickAdd Key row. Click List in that row.

  3. Click Edit next to the QuickAdd Key.

    1. To change the QuickAdd Group, make a selection in the Key Group field.

    2. To change criteria for availability, such as location, role or customer group, click the Search Criteria tab.

  4. Click Save.

QuickAdd Keys CSV Export and Import

After you finish setting up all of the item QuickAdd Keys, you can backup your QuickAdd Key data by exporting it to a CSV file. In the unlikely event that you need to reinstall SuiteCommerce InStore, you can use CSV import capabilities in NetSuite to restore your item QuickAdd Key configuration.

To export QuickAdd Key data as a CSV file:

  1. Go to the Hotkey List page.

    Go to Customization > Lists, Records, & Fields > Record Types. In the SCIS QuickAdd Key row, click List.

  2. Click the Export - CSV icon at the top of the list. The CSV file is saved in the Downloads folder on your computer.

  3. Open the file to verify data was saved correctly. You can store this file on your computer or in the NetSuite file cabinet for safe keeping.

Before you import item QuickAdd Key data, verify that the Key Group is correct in the CSV file. For example, if you have customized the data in NetSuite, verify that your customizations are up-to-date in the CSV file. If SuiteCommerce InStore is reinstalled, then custom Key Groups are removed.

To import QuickAdd Key data:

  1. Go to Setup > Import/Export > Import CSV Records.

  2. On the Scan & Upload CSV File screen, select the following:

    1. For Import Type, select Custom Records.

    2. For Record Type, select SCIS QuickAdd Key.

    3. Select the appropriate Character Encoding.

    4. Choose One File to Upload.

  3. On the Import Options screen, under Data Handling, choose Add. Accept defaults in the other fields on that screen.

  4. On the Field Mapping screen, accept default settings.

  5. On the Save Mapping & Start Import screen, entering information in the fields is not required. Follow instructions provided on the screen.

  6. Click Save & Run to start the import.