Set up Quotes in NetSuite

This topic applies to

Applies to

Aconcagua | Elbrus | Kilimanjaro | Mont Blanc | SuiteCommerce Web Stores | Vinson

Perform the following setup tasks in NetSuite to enable Quotes on your site:

NetSuite also recommends installing the latest Reference Product List Records bundle. This bundle includes the custom records used to store and manage items in quotes for each logged in customer.

Note

The Quotes feature functions without the Reference Product List Records bundle installed. However, items built in a product list will be non-persistent and will be lost if the customer leaves the site before submitting the quote. Installing the Reference Product List Records bundle ensures that product list items are persistent. Shipping information and comments are non-persistent, regardless of bundle installation.


See Install Your SuiteCommerce Application for details on installing bundles.

Edit Customer Center Role Permissions

To let shoppers create quotes and view their quote basket, you must edit the Customer Center role in NetSuite.

To edit the Customer Center role permissions for Quotes:

  1. Navigate to Setup > Users/Roles > Manage Roles.

  2. Click Customize next to the Customer Center role.

  3. On the Transactions subtab, change the level of access for the Estimate permission to Create.

  4. Click OK to accept the change.

  5. Click Save to save your changes.

  6. Provide customer access to the Customer Center role. See the help topic Giving Customers Access for detailed information.

    See the help topic Set Permissions for detailed information on setting the level of access for a permission.

Note

Customers can add and remove items to the product list when they build a quote. However, after submitting the quote, customers cannot edit them.


Enable Features

To allow customers to convert quotes to an order, verify that the Online Ordering and Customer Access features are enabled.

To enable Online Ordering and Customer Access features:

  1. Go to Setup > Company > Enable Features.

  2. Click the Web Presence subtab.

  3. Under Access, check the Online Ordering and Customer Access boxes.

  4. Click Save.

Note

If these features are not enabled, the Review and Place Order button is not displayed in the web store.


Set up Search Fields

To allow customers to search your site for items, you must create specific Search Fields in NetSuite. This optimizes searches by Stock Keeping Unit (SKU). This step is required for a search to function, even if the customer chooses not to search by SKU.

To set Up Search Fields for Quotes:

  1. Navigate to Setup > SuiteCommerce Advanced > Set Up Web Site.

  2. Click Edit next to the website you are setting up.

  3. Click the Search Index tab and Search Fields subtab.

  4. Add the following Search Fields and search criteria in the order listed:

    Search Field

    Type of Match

    Name

    Starts With

    Name

    Exact

    Name

    Keyword

    See Select Search Fields for detailed information on Search Fields.

Ensure Field Sets are Defined

Before the Quotes feature can function properly on your site, you must expose specific field sets to your website.

To ensure Field Sets are defined:

  1. Navigate to Setup > SuiteCommerce Advanced > Set Up Web Site.

  2. Click Edit next to the website you are setting up.

  3. Click the Field Sets tab.

  4. Ensure that the Items Searcher: itemssearcher Field Set is in place as defined below.

Name

Field Set ID

Fields Included in Field Set

Items Searcher

itemssearcher

itemimages_detail: Item Images (Detail)

displayname: Display Name

itemid: Name

storedisplayname2: Store Display Name 2

urlcomponent: URL Component

custitem_ns_pr_count: Product Reviews Count (Custom)

custitem_ns_pr_rating: Product Reviews Rating (Custom)

minimumquantity: Minimum Quantity

itemoptions_detail: Item Options (Detail)

matrixchilditems_detail : Matrix Child Items (Detail)

isinstock: In Stock

showoutofstockmessage: Display Out-of-Stock Message

outofstockmessage: Out of Stock Message

onlinecustomerprice_detail: Price for Current Customer (Detail)

pricelevel1: Retail pricelevel1_

formatted : Retail (Formatted)

itemtype: Type

ispurchasable: Available for Purchase

See Define Field Sets for detailed information on Field Sets.

Customize the Standard Quote Form

SuiteCommerce Advanced relies on NetSuite’s Estimate record to manage each quote. The Estimate record uses the Standard Quote form, which does not display shipping information by default. You must customize the Standard Quote form to allow the customer to edit the shipping address. This is also required for the customer to make a purchase from a quote.

To customize the Standard Quote Form:

  1. In NetSuite, go to Customization > Forms > Transaction Forms.

  2. Click Customize next to the Standard Quote form (Form Type: Quote).

  3. Click the Screen Fields tab and the Shipping subtab.

  4. Check the box in the Show column next to the Ship To label to display the shipping address.

  5. Save your changes.