SuitePOS Admin
Tutorial: Enable Print Shift Summary
Print Shift Summary allows you to print out a summary of the shift directly onto the receipt printer. This is performed on Shift Close and can either be manually printed or automatically printed. The summary can then be attached to the daily cash ...
Tutorial:Enabling Kick Drawer and Pay In/Out
Retailers who take cash at the POS can now track the reasons for kicking a drawer as well as cash paid in (or out) during an open shift. This avoids having to use hand-written notes and manual calculations. When "Open/Close Shift" is Enabled and the ...
Tutorial: Enable Receipt Footer Images
Retailers can now put various images for coupons, event notices and other messages at the bottom of receipts with or without an accompanying QR or bar code. Examples include: Coupon for discounts on an item (e.g. 10% on all baseballs) Whole Order ...
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: ...
SuitePOS App notifications for the Failed Queues
In some cases the transaction write (to NetSuite or Salesforce) will fail. These failed transactions are stored locally in the "Failed Queue" for processing again at a later time. Not only do we show this in the Settings screen, but we also display ...
SuitePOS Licensing and Entitlements
When you subscribe to SuitePOS you are set up with a set of entitlements based off what you purchase. Example of such entitlements are terminal/device counts and modules (eg. Advanced Inventory). Each time a full (or diff) sync is performed (at least ...
NetSuite Platform Performance Management Tool. Slow SuitePOS Scripts.
If you are experiencing slow performance in NetSuite, there is a performance management tool that can be installed in your Netsuite account that can assist with the performance troubleshooting of scripts. We recommend that you install this SuiteApp ...
Referencing Image URL's in POS Settings and Item Records.
Images are used to display logos, receipt images, coupons, item displays and other things throughout SuitePOS. Images are referenced via a URL and must be accessible publicly. Some things to consider: Make sure the service you are using has Public ...
Mobile Device Management (MDM) for SuitePOS Terminals
If you have more than a handful of terminals a Mobile Device Management (MDM) solution is recommended to manage (remote and centrally) all devices. A MDM strategy enables you to update SuitePOS quicker and more accurately - resulting in less issues. ...
The SuitePOS Upgrade/Release Process
One of the many advantages of subscribing to software is that you will get upgrades from time to time. This is important so that the latest version of the platform (NetSuite or Salesforce) and Apple iOS are properly supported. Upgrades are also a ...
Tutorial: Advanced Payments Module
Pre-requisite Requires the purchase of the SuitePOS Advanced Payments Module The Advanced Payments Module is ideal for retailers that to provide shoppers with the ability to put transactions "on account" for later payment. These methods lead to ...
Tutorial: Accessing NetSuite from SuitePOS
Sometimes clerks need to perform actions directly in NetSuite. This could be activities such as seeing analytics or reports, researching transaction history and/or accepting payments against receivables. To make this process easy, SuitePOS allows a ...
Tutorial: Activating custom Customer fields in SuitePOS
Custom fields (at the Customer/Account level) are very useful for tracking any metric about your shoppers. You can use them to take notes, track preferences and desires and even script information to read only fields to showing things like $ spend ...
Tutorial: Installing SuitePOS for Salesforce
Pre-requisite: Currently, only the Salesforce Enterprise Edition with "Person Accounts" enabled is supported. The retailer is responsible for installation, applying the upgrades to the SuitePOS package and app, and testing. It is recommended that ...
Tutorial: Enable Print Images on Receipt when Items Sold. aka. Disclaimers or Coupons.
Pre-requisite Requires the purchase of the SuitePOS Advanced Promotion Module To ensure speedy printing it is recommended LAN/Wireless printers are used versus BT printers (which will still work albeit a bit slower). Print Images on Receipt when ...
Tutorial: Activating/Deactivating Optimize Diff. Syncs. in NetSuite.
Diff Syncs are performed each login to SuitePOS (if enabled in POS Settings) or at least every day. Diff Syncs search for customers and items that have been updated since the last Diff Sync and applies those updates to the local device cache. Some ...
Tutorial: Installing SuitePOS for NetSuite
The retailer is responsible for installation, applying the upgrades to the SuitePOS bundle and app, and testing. It is recommended that these tasks are performed by a qualified NetSuite Administrator in a sandbox environment first.\ Overview SuitePOS ...
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 ...
Tutorial: Salesforce Registration and OAUTH 2.0
In order for SuitePOS to work you will need to first create a POS Terminal record using the 'Device Id" of the terminal and allocate it to a POS Settings record (which contains all of the configuration parameters). Once that is complete, you then ...
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 ...
Tutorial: Enabling Quick Access of Items (Favorites)
Quick Access (or Favorites) allow for often used items to be displayed on the main SuitePOS screen in addition to whatever sub-category they reside in. Enable Quick Access: Salesforce Product Record Quick Access items are displayed across all ...
Tutorial: Customer Alerts
Customer Alerts allow you to flag clerks about specific customer/shopper information when a named customer/shopper is selected. Some use cases for this include: VIP customers/shoppers Problematic customers Authorized contacts for a specific customer ...
Tutorial: Enabling UOM (Units of Measure) (NetSuite Only)
Requires the purchase of the SuitePOS Advanced Inventory Module UOMs (Units of Measure) is a NetSuite feature that permits a single item SKU to be stocked and/or sold in various configuration Units at the click of a button. Using the Advanced ...
Tutorial: Time-based Promotions
Requires the purchase of the SuitePOS Advanced Promotions Module With the Advanced Promotions Module. you can specify start and end dates for whole order or item level promotions. Now you can specify start and end times. For example, this feature is ...
Tutorial: Enabling Quantity Pricing (NetSuite Only)
Pre-requisite Requires the purchase of the SuitePOS Advanced Promotions Module Quantity Pricing is a NetSuite feature that permits different item prices based on quantities sold. Using the Advanced Promotions Module and when the feature in enabled on ...
Implementing On-Demand Customer and Items Strategies and Optimizations
STOP On-Demand Customer and Items should not be considered if your customer or item syncs happen at an acceptable speed; generally when there are less than 20,000 items and 40,000 customers. On-Demand Customers On-Demand Customers should only be ...
Tutorial: On-Demand Customers for NetSuite
On-Demand Customers, if enabled, allows you to pull in the sever-side data, that is not stored locally, into SuitePOS. This significantly reduces bottlenecks (and times) during customer syncs because not all the customers are required. STEP 1: Enable ...
Tutorial: NetSuite Saved Customer and Item Searches
Saved Customer and Items Searches allows you to customize what is including in the syncs and pin it at the POS Settings level (typically a store). This is used to override the Active Saved Searches that apply to all POS Settings and provides an ...
Avatax Exemption Codes and Certificates (CertCapture)
Avatax Customer Level Exemption Codes and Certificate Numbers are supported. Builds prior to that are not supported. Address level Avatax Exemption Codes/Certificates are NOT supported In Salesforce, we only support a customer being taxable or not. ...
Tutorial: Setting Up Token-based Authentication (TBA) for SuitePOS
SuitePOS uses Token-based Authentication (TBA). This is a NetSuite requirement and makes things more secure, reduces management at the terminal level and makes SuitePOS login independent of NetSuite account password policies. In summary, setup of TBA ...
Tutorial: On-Demand Items for NetSuite
On-Demand Items, if enabled, allows you to pull in the sever-side data, that is not stored locally, into SuitePOS. This significantly reduces bottlenecks (and times) during item syncs because not all of the items are required. This is primarily used ...