SuiteCommerce InStore Permissions

This topic applies to

Applies to

SuiteCommerce InStore

The SuiteCommerce InStore (SCIS) SuiteApp installs SCIS Permission records which represent a basic set of operations that are typical for point-of-sale transactions. An administrator must review each SCIS permission, and set authorized roles so that employees are allowed to perform operations.

You can set up manager override capabilities for restricted operations. If an employee is not allowed to complete a restricted operation, then the button that allows the operation is hidden, or an alert message is displayed when they try to perform the operation. Another employee who has been authorized can enter a code to enable the operation.

For example, you can require that a manager authorize the transaction anytime an item is voided from an order. Edit the VOID_LINE permission, and then select the manager’s role in the Authorized Roles list. Next, select the sales associate’s role in the Requires Authorization list. The sales associate will need authorization from the manager to complete an order each time an item is voided. To configure VOID_LINE so that the sales associate can void an item without further authorization, select the sales associate’s role as the Authorized Role, and then leave the Requires Authorization list blank.

For more information, read the following topics:

Defining Permissions

The following steps describe how to define the SCIS Permission record to make sure each employee using SCIS has the correct permissions to complete his or her daily tasks.

To define SCIS Permission records:

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

  2. Find SCIS Permission in the list of Record Types, and then click List in that row.

  3. Click Edit next to the permission record you want to modify.

    1. Name – Do not edit this field. This is the name of the operation. It is used as a key to identify the permission.

    2. Description – (Optional) Enter a description for the operation.

    3. Authorized Roles – (Required) Select one or more roles that are allowed to perform the operation. The roles selected here have manager override capability.

    4. Require Authorization Role – (Optional) Select the role that needs authorization to perform the operation. You can select more than one role.

  4. Click the Filters subtab. Set the Locations, Websites, and Subsidiaries where you want the permission to apply.

  5. Click Save.

  6. Go to Lists > Relationships > Employees.

  7. Enter an SCIS Access Code for each employee granted manager override on SuiteCommerce InStore transactions.

    1. Click Edit next to employee records with authorized roles.

    2. Click the Custom subtab, and then enter a value in the SCIS Access Code field.

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

    Important

    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.


  9. Click Save.

Operations that Require Authorization

The following table provides a list of operations associated with the SCIS Permission custom record. Any role derived from the default SCIS Clerk role requires authorization to complete the operations listed below.

Operation

SCIS Permission

Pay with a Credit Memo

APPLY_CREDITMEMO

Pay with a Gift Card

APPLY_GIFTCARD

Apply customer terms of payment to an order

APPLY_TERMS

Enable an employee to configure a device

CONFIGURE_DEVICE

Required for Administrators logged in to NetSuite on a desktop computer to set the SCIS Mobile Device Location.

EDIT_DEVICE_LOCATION

Apply Custom Discounts

CUSTOM_DISCOUNT

Apply Order level discount

GLOBAL_DISCOUNT

Apply line level discount

LINE_DISCOUNT

Open the cash drawer between transactions with No Sale operation

OPEN_CASH_DRAWER

Convert quotes to sales

QUOTES_CONVERT

Create quotes

QUOTES_CREATE

Edit or change quotes

QUOTES_UPDATE

Remove or delete transaction

REMOVE_TRANSACTION

Resume order

RESUME_ORDER

Close a shift for a sales associate.

STORE_MANAGER

Suspend Orders

SUSPEND_ORDER

Unvalidated Return

UNVALIDATED_RETURN

Validated Return

VALIDATED_RETURN

Void Line

VOID_LINE