SuiteCommerce InStore User Interface

This topic applies to

Applies to

SuiteCommerce InStore

The following topics provide a general overview of the SuiteCommerce InStore (SCIS) user interface:

Main Application Page

SCIS provides a touchscreen user interface. The following screenshot shows the user interface when performing a transaction.

  1. Application Logo – Appears differently, according to your installation of SCIS.

  2. Search Bar – Enables you to search for customer profiles, items, and transactions. To use the search, enter the first few letters of a customer's first or last name, a product name, or the first numbers of a transaction ID.

  3. Saved Transaction menu – Click to see a list of suspended transactions. For more information, see Saving an Order.

  4. User Menu – Click to view additional commands, such as Printer Setup and Drawer Operations. For more information, see Login and User Menu.

  5. Cart – Displays a list of items added to a transaction. For more information, see The Cart.

  6. Transaction Summary – Displays totals for the transaction, including subtotal, tax due, and amount due.

  7. QuickAdd tab – Click to display the QuickAdd bar. For more information, see QuickAdd Bar.

Login and User Menu

The first page you encounter in SCIS, is the Login page. Here you enter your email address and a password assigned to you by your manager or system administrator.

After you log in, click the User Menu to select your next task.

From the User Menu, you can do the following:

  • View a report of your sales performance. For more information, see Viewing a Sales Report in SCIS.

  • Set the default sales representative for this session or for all sessions. For more information, see Selecting a Sales Representative.

  • Enable the on screen keyboard, so you can type on your tablet.

  • Perform cash drawer operations such as, Opening Drawer and Closing Drawer. For more information, see SCIS Cash Drawer.

  • Select a printer for printing receipts. For more information, see Selecting a Printer.

  • View the current version of SuiteCommerce InStore that you are using.

  • Sign out.

QuickAdd Bar

You can use the QuickAdd bar to find items to add to an order. Your system administrator defines the tabs that organize item QuickAdd Keys into groups on the QuickAdd bar. By default, QuickAdd Keys are organized in the following groups on the QuickAdd bar:

  • New Items

  • Promotions

  • Hard to Scan

  • Special Offers

  • Correlated Items

These groups appear as tabs in SCIS as shown in the following screenshot.

The Cart

The following screenshot shows the cart when an item is selected. Click the item name to view the product detail page.

  1. Customer name – Displays the customer associated with the current transaction. If no customer has been added to the transaction, the default customer name is shown. For more information, see Default Customer.

  2. Item description – Displays information about an item. Click the item name to drill down to the product detail page.

  3. Item quantity – Displays the quantity of an item added to the cart. Click the item quantity to increase or decrease the number.

  4. Item price – Displays the price of the item.

  5. Item total – Displays the total due for a type of item. Click the amount to apply a discount.

  6. Item action menu – Click to view a popup menu that displays additional actions you can perform on an item. For more information, see SCIS Store Pickup and Orders for Delivery. See also, Processing Returns in SCIS.

Product Detail Page

On the product detail page you can view the detailed description of an item, add an item to the cart, place an order for delivery, and view or enter ratings and reviews.

  1. Product Name – Typically appears at the top of the product detail page.

  2. Price – Price as configured on the item record in NetSuite.

  3. Product matrix options – Matrix options are based on item record configuration in NetSuite.

  4. Inventory status – Shows the quantity on hand at the location of the sales associate who is logged in.

  5. Quantity to add to cart – Click the plus and minus buttons to set the quantity that should be added to the cart.

  6. Add to cart button – Click Add to put items in the shopping cart for cash and carry transactions.

  7. Order button – Click Order to place an order for delivery to the customer’s address.

  8. Description – Includes a detailed description of the item.

  9. Nearby stores – Shows a list of the local stores.

  10. All inventory – Shows a list of the inventory count across different locations.

Swipe to Refresh

Sometimes a sales associate may need to refresh the SCIS application. Refresh describes the process of reloading or updating data displayed on the screen.

Use the refresh capability in SCIS if you encounter a problem with connectivity, an application error, or a role or permission problem. Refreshing the application enables you to continue working or start troubleshooting.

The following table describes the gestures you can use to refresh SCIS on various devices.

Operating System/Device

Refresh Gesture

iOS

Swipe from the left edge of the screen to expose the refresh menu.

Windows

Make a cross (x) gesture on the tablet screen with two fingers.

Laptop or desktop computer

Make a cross (x) with the cursor.

After you make a refresh gesture, options for three levels of application refresh are displayed:

  • Refresh current page – Reloads the page you are currently viewing.

  • Reload initial store page – Reloads the store login page.

  • Restart application – Initializes the application from topmost entry point, which is the login screen.

Popup Windows for Log Out or Application Closure

Popup windows are displayed as a result of the following actions in the SCIS app:

  1. Closing the SCIS App (by double clicking the Home button, then swiping up on the app's preview):

    1. In the middle of an order, without payments applied.

    2. In the middle of an order, with partial payments applied.

  2. Logging out of SCIS when a sale is in progress:

    1. In the middle of an order, without payments applied.

    2. In the middle of an order, with partial payments applied.

The following table describes actions that trigger when a popup window is displayed and supported workflows for how to proceed.

Action

Workflow Options

Popup Window

Avalara Workflow

Close the SCIS App with an order in progress and no payments applied. (1.a)

The application is closed without any notification.

No pop-up is displayed.

If Avalara is activated, and the Submit on Update setting on the SCIS Settings record, is checked, when the sales associate logs in to SCIS a pop-up is displayed. The sales associate can resume the last order or suspend it.

Close the SCIS App with an order in progress and partial payments applied. (1.b)

The application is closed without notification. When the sales associate logs in again, a pop-up is displayed. The sales associate can resume the last order or discard it.

Without Avalara the following popup is displayed.

If Avalara is activated, the behavior is the same.

Log out of SCIS with an order in progress and no payments applied.

(2.a)

When the sales associate clicks Sign Out in the user menu, a pop-up is displayed. The sales associate is given the option to discard the order and log out or cancel signing out.

Without Avalara the following popup is displayed.

If Avalara is activated and the Submit on Update setting on the SCIS Settings record, is checked, SCIS shows this pop-up.

After the sales associate logs in again, no modal is shown. The order was voided.

Log out of SCIS with an order in progress and partial payments applied.

(2.b)

When the sales associate clicks Sign Out in the user menu, a pop-up is displayed. The sales associate is given the option to suspend the order and log out or cancel the log-out action and go back to the cart.

Without Avalara the following popup is displayed.