QuickAdd Bar and Forms Settings for SCIS

This topic applies to

Applies to

SuiteCommerce InStore

Use the Other Configuration subtab on the SCIS Settings record to define QuickAdd bar behavior and forms settings for SuiteCommerce InStore (SCIS).

To define the QuickAdd bar and forms for SCIS:

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

  2. Scroll to SCIS Settings , and then click List in that row.

  3. Click Edit next to an existing SCIS Settings record to make changes.

  4. Click the Other Configurations subtab. Click the following subtabs to define settings:

  5. Click Save.

If you use custom forms with SCIS, read Creating Custom Transaction Forms for SCIS Best Practice.

QuickAdd Bar

  • Show Related Items – Check the box to show an additional tab that displays Related Items associated with the last item on an order. You can define one or more Related Items by selecting them on item records.

  • Show Correlated Items – Check the box to show an additional tab that displays Correlated Items associated with the last item on an order. Correlated items are items that are frequently bought together. This list is automatically generated by the system and cannot be configured.

  • Start Raised – Check the box to show the SCIS main application screen with the QuickAdd bar expanded. When this box is cleared, the QuickAdd bar is collapsed on the main application page, and users can click the arrow to expand it.

Transaction Forms

On the Transaction Forms subtab, select the forms you want to use for transactions submitted through SCIS. Select a form to use for each transaction.

Note

Standard forms and forms that are installed by SCIS are updated or changed during scheduled updates to SCIS. Custom forms that you create are not changed during these updates.


The following screenshot shows a custom form selected for invoices, but standard forms selected for other transactions.

Tip

It is recommended that you create custom forms to avoid unexpected changes during a scheduled update. To create your custom forms, use the standard forms in NetSuite as templates. For more information about creating custom forms, read Creating Custom Transaction Forms for SCIS Best Practice.

You are responsible for maintaining your own custom forms. Test your custom forms after each scheduled update to ensure your custom forms continue to work as expected.


Creating Custom Transaction Forms for SCIS Best Practice

Administrators create custom forms to ensure there are no unexpected changes after a scheduled upgrade, or to implement a specific business process. Note that using custom forms which include fewer fields, only the fields required to capture essential information, can improve the performance of SCIS.

The more fields that are included on a custom form, the more likely it is that users will experience slower performance. Extra, non essential fields on a form can create lag time after clicking the submit button, while the application waits to write data to the system. SCIS installs a set of Minimal forms, but using these forms is not required.

Important

It is recommended that you test custom forms on your Sandbox environment to ensure they work as expected.


To create custom transaction forms for SCIS:

  1. Create a custom transaction form in NetSuite that is based on a Standard form.

    For example, if you want to create a custom version of the Standard Product Invoice, go to Customization > Forms > Transaction Forms, and then click Customize next to Standard Product Invoice.

  2. Name your custom form.

  3. Use the following guidelines when creating custom forms for SCIS:

    • Ensure that the Enable Item Line Shipping field is marked to show on transaction forms. This field is required on forms used for SCIS transactions.

    • Do not change or remove default tax settings. If you modify default tax settings on these forms, tax may not be calculated properly, or you may not be able to submit transactions through SCIS.

    • To view the line Item location on transactions entered using SCIS, ensure the Line Item Location field is marked to show on custom forms.

  4. After you create custom transaction and entry forms, go to the SCIS Settings record to select the forms you want to use.

For general reference information about creating custom forms, read the help topic Creating Custom Entry and Transaction Forms.

Entry Forms

On the Entry Forms subtab select forms you want to use for customers created with SCIS, employees logging into SCIS, and more. To learn how to customize the entry form used for the Customer Profile, read Configuring the Customer Entry Form.