Tutorial: Filter Sales Reps by Location
Retailers that have a lot of Sales Reps may find it easier to enable sales reps ( on the Employee record) for certain locations. This will reduce the amount of reps displayed when setting the sales rep during a transaction in SuitePOS.
Step 1: Activate Sales Reps for Location(s)
- In NetSuite, go to the Employee record
- Select the Locations the Sales Rep is valid for
If "Sales Rep Availability is empty, it is assumed this rep is valid in all locations
On Returns directly from a Sale, the Sales Rep on the original sale is displayed regardless of whether they are valid at the specific terminal location or not.
Related Articles
Tutorial: Enabling Geocoding for Avatax to facilitate Field Sales.
Pre-requisite Requires the purchase of the SuitePOS Avatax Module Geocoding for Avatax enables SuitePOS Sales and Returns to automatically calculate tax based off the device's location (versus the more static Settings record). For example, if you are ...NetSuite Issue: NetSuite not calculating sales tax correctly. Results in open invoices and unapplied payments of 0.01 on SuitePOS transactions
UPDATE According to NetSuite, fixes will be released on a case by case basis to accounts that experience the issue. Please log a case directly with NetSuite and reference defect 580567 (and 563147). This is confined to accounts that use NetSuite's ...Square Warning: Location Id Mismatch
This can be displayed during a sync when the Square Authorized Location in SuitePOS does not match the Square Location in POS Settings. This normally occurs when you update the Square Location in POS Settings but have not re-authorized Square. This ...Tutorial: Automatic Surcharges
An automatic surcharge is a single line item (represented as a percentage) that is added on to a sale or Created From Return. This can represent things such as Public Improvement Fees (PIF), COVID PPE Fees or any other fee you want to add. Example ...NetSuite Issue: Whole Order Discounts not appearing in SuitePOS when searching and retrieving Sales Orders
Whole order discounts may not appear when searching for Sales Orders or Invoices created from Sales Orders. This may be caused by the field "POS Transaction Discount" missing from the SuitePOS Sales Order (or linked Invoice) form(s). Show the field ...