Configuring SCIS Payment Methods

This topic applies to

Applies to

SuiteCommerce InStore

 

SuiteCommerce InStore (SCIS) uses payment methods configured in your NetSuite account. The SCIS Payment Methods custom record makes payment methods that you have already configured in NetSuite available for SCIS. Before you configure the custom record for SCIS, you must create a payment method in NetSuite. For step-by-step instructions, read the help topic Creating a Payment Method.

SCIS Payment Method Records

Each SCIS Payment Method requires at least one authorized role. Administrators can configure payment methods and set authorized roles. You must configure an SCIS Payment Method record for each payment method you want to use with SCIS. At minimum, create one SCIS payment record for each type of credit card you plan to use, and an SCIS payment record for cash.

To configure SCIS Payment Method records:

  1. Create a payment method in NetSuite. The SCIS Payment Method is associated with the payment method in NetSuite. For more information read, Creating a Payment Method.

  2. Go to Customization > Lists, Records, & Fields > Record Types > SCIS Payment Methods > List.

  3. Click New SCIS Payment Method.

  4. Configure the required fields described below. All other fields are optional based on the intended behavior of the payment method.

    • Payment Method – (Required) Select the payment method you want to use with SCIS.

    • Open Cash Drawer – Specifies that the cash drawer should be opened when using this payment type.

    • Capture Signature – Indicates that a customer signature is required when using this payment method.

    • Credit Card Pattern – Defines the appropriate credit card pattern, if this payment method represents a credit card type. For more information, read Credit Card Patterns for SCIS.

    • Is Check – Prompts for a check number when using this payment method.

    • Is Main – Check this box to show the payment method in the list on the transaction summary pane of the SCIS main screen.

    • Icon – Defines the appropriate credit card icon, if this payment method represents a credit card type. For more information, read Credit Card Icons.

    • Authorized Roles – (Required) Defines the roles authorized to submit transactions with this payment method. You must select at least one Authorized Role for the payment method to show in SCIS. See also, Role-Based Payment Methods.

      Note

      Employees with authorized roles must have an SCIS Access Code on their employee records. For more information, see Configuring Employee Records for SCIS.


    • Require Authorization Roles – Defines roles that require additional authorization to submit a transaction with this payment method.

    • Use Cash Drawer Account – Check this box to use the cash drawer account associated with the SCIS Clerk.

    • Rounding – This setting is used for currency rounding in NetSuite accounts that use multiple currencies. Set rounding on cash payment methods and custom payment methods. Cash amounts are rounded up or down according to the smallest SCIS quick cash denomination, according to the currency in your locale and your settings. Select from the following options:

      • Select the blank option, if you do not want to enable rounding for that payment method.

      • Round up – Select this option to always round up to the nearest Quick Cash Denomination.

      • Round down – Select this option to always round down to the nearest Quick Cash Denomination.

      • Auto – Select this option to round up or down to the nearest Quick Cash Denomination based on the number. For example, if the smallest Quick Cash Denomination is 0.5, then: An order subtotal of 10.1 rounds to 10.0, An order subtotal of 10.4 rounds to 10.5.

  5. Select the Location, Website, and Subsidiary where you want the payment method to be available. You can select more than one value in each box. Check the Apply to All boxes if you want to enable the payment method to all locations, SCIS websites, or subsidiaries. See also, Location-Based Payment Methods.

    Note

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


  6. Click Save.

Role-Based Payment Methods

Setting an authorized role enables employees with the authorized role to accept payment with the SCIS Payment Method. For example, you may not want checks accepted as payment for purchases made through SCIS. In this case, you would select Administrator as the only Authorized Role for that payment method. With this configuration, Check is not available to sales associates using SCIS.

Location-Based Payment Methods

Selecting a location on a payment method enables you to configure different locations for payment methods. For example, if you want to make a certain credit card available as a payment method for sales associates to use at a retail location in California, you can select California as the location on the payment method. You must also select the sales associate’s role as the Authorized Role on the payment method.

Typically, multiple payment methods are available to most sales associates. The following order of precedence determines the payment methods available:

  1. Location Specific – used when the location is defined.

  2. General – used when neither a Requires Authorization role nor location are defined.

You can view a list of all transactions submitted with SCIS. The list includes the person with the authorized role. For more information, see SCIS Audit Log.