Sales Transactions

This topic applies to

Applies to

SuiteCommerce InStore

All transactions generated from SuiteCommerce InStore (SCIS) are recorded in NetSuite. Each sales transaction originates as a cash sale. The cash sale transforms to an invoice for cash-and-carry sales with split payments. Sales orders are generated for orders for delivery. As orders for delivery are processed and shipped, item fulfillments are created from the sales order.

SCIS installs saved transaction searches that can be used for sales reporting. For more information, see SCIS Saved Search and Reporting.

Cash Sales

A basic sales transaction entered in SCIS, paid using one payment method is recorded on a cash sale transaction form. Administrators can view or edit cash sale transactions in NetSuite. Go to Transactions > Sales > Enter Cash Sales > List.

Invoices

A basic sale, paid with multiple payment methods is recorded on an invoice form. For example, an invoice form is used when a customer pays part of the amount due in cash, and the remaining amount with a credit card. The Standard Product Invoice form is used by default. To view or edit an invoice in NetSuite, go to Transactions > Sales > Create Invoices > List.

Optimize EMV Enabled Sales Transactions

When the Optimize EMV preference is enabled, SCIS submits a customer payment and invoice during the EMV device priming process. Because customer payments do not calculate taxes, or typically run user event scripts, the process of submitting a sales transaction is faster.

Note

The Optimize EMV preference affects specific types of sales transactions:

  • Sales transactions where the entire amount is processed using an EMV payment method.

  • Sales transactions where an EMV payment method is the first one used in a split payment of more than one payment method.


POS Status Definitions

The POS Status field appears on all transactions entered with SCIS. This field displays values that are not part of the standard transaction record. The values displayed in this field provide information about transactions that are closed or in progress. This is a read-only field that is set automatically as transactions are created and processed in SCIS.

The following list includes values that can appear in the POS Status field and descriptions for the values:

  • Closed – A transaction that is paid in full, or a transaction with a Credit Memo fully applied.

  • Open – The status set at the creation of a transaction. Also, if a saved transaction is resumed without being completed, then the POS Status is Open.

  • Tendering – A partially paid transaction.

  • Suspended – A saved or suspended transaction.

    Note

    Suspended orders are designated an Unapproved Payment Status. To put a transaction in “Unapproved” status a credit card payment method must be selected. The specific payment method is not relevant and has no impact. Unapproved is the only status that allows a non-posting cash sale to be created without affecting reports and inventory.


  • Partially Returned – The status set when one or more (but not all) items on a cash sale transaction are returned.

  • Returned – The status set when all items on a cash sale transaction are returned.

Orders for Delivery

The sales associate can have products shipped to the customer. Each line of the order can be shipped to a different residential address or marked to be picked up in another store. Shipping capabilities in SCIS leverage the Multiple Shipping Routes feature in NetSuite. The following conditions must be met to create orders for delivery:

  • A non-default customer must be selected on the order. Orders for delivery require a customer record with a shipping address. Before creating the order, the sales associate must establish whether the customer is already registered with the store. If the customer does not already exist in the system, then a customer record must be created.

  • Items must exist in the cart. The sales associate uses the Item Action menu to set up the delivery. The Item Action menu appears under each line-item in the cart.

When an SCIS order is set up for delivery, the resulting transaction is a Cash Sale or an Invoice (depending on the payment methods, or return status). The workflow is the same for a delivery order as with a standard order. The difference is that the cash sale or invoice is created from a sales order. If the order contains items that are not to be shipped, an item fulfillment transaction is created in NetSuite for those items as well.

SuiteCommerce InStore supports ship from store and pickup in-store. For more information, read SCIS Ship from Store, Pickup In-Store Overview in the SCIS Administrator’s Guide. See also Fulfilling Orders for Shipping and Pickup with SCIS, in the SCIS User Guide.

Note

When an item is not shipped, the address in the Ship To field on the transaction line in NetSuite is set to the store location address.