Grid Order Entry Custom Element Configuration

The Grid Order Entry custom element is an incredibly responsive and beautiful looking ordering interface for you customers.  I mimics a modern ecommerce website and reads right from your Netsuite environment so all Item data and pricing is kept up to date as you make changes to your Item Masters.  With many features for searching and filtering your items list and a quick checkout process, this element can be quickly deployed to provide your customers with an easy way to place orders without having to contact your sales reps.

1. To start first create two saved searches in your Netsuite environment.
   
1. Item Search - this will be the main list of items displayed in the Grid Order Entry element.  Any item record that meets the criteria of this search will be displayed in the "grid" in the user site.  This search does not need to contain any specific columns in the results tab buy you can add any columns you wish for your own internal review.  Be sure that this search is NOT a summary search.
   
2. Shipping Items Search - this will be the main list of Shipping Methods (ie. items) displayed in the Grid Order Entry element.  Any shipping item that meets the criteria of this search will be displayed in the list of available shipping methods in the User Site.
   
2. If you would like to use a different Item List per customer you can provide a saved search to use per customer by creating a custom Entity field on the customer record.  This field should be a List/Record type field and the List should be "Saved Search".  Take note of the field ID you set for this new Entity field.
   
   
   

1. Next navigate to the Admin console and create a new portal or update an existing portal
   
   
   
2. Drag the Grid Order Entry custom element into the portal builder workspace.
   
   
   
3. Give the Grid Order Entry element a title.  This can be an actual title like "Place an order" or you can even write out some specific instructions for your customers.
   
   
   
4. Select what type of transaction should be created in your NetSuite environment when a new order is submitted.
   
1. Estimate - this will create an Estimate transaction in NetSuite that can be easily transformed into a Sales Order after you have reviewed internally.
   
2. Sales Order (pending approval) - this will create a Sales Order transaction in Netsuite, however, the status will be set to Pending Approval so your teams can review it internally before allowing it to be fulfilled.
   
3. Sales Order (pending fulfillment) - this will create a Sales Order transaction in Netsuite, and the status will be set to Pending Fulfillment so it will be available to be fulfilled without further interaction.
   
   
   
5. If you would like to store the current user (ie. the user creating the order) on the Sales Order that gets created, then enter the field ID of a transaction body field used to store this information.  (You may need to create a new custom Transaction Body field to support this).
   
   
   
6. The List of Items displayed in the Grid Order Entry element can be derived in 1 of 2 ways.  Enter the saved search ID OR the entity field ID depending on which approach you would like to use to source the item list.
   
1. Static Item List - this is just a saved search that has a list of items to be shown.  Versital will load the most up to date results of this saved search every time a user goes to place an order so dynamic criteria within the search will be honored.  For example, if you have a criteria in your saved search where the item quantity on hand must be greater than 0, then each time the user goes to place an order Versital will only show the items in the search results that meet this criteria.
   
2. Customer Specific Item List - this is the same concept as the Static Item List, however, you are able to assign a unique saved search/item list for each customer, so each customer can see specific items to them.  This is done by creating a custom field on the Customer record to assign what saved search makes up their specific item list.  (See step 2 above).
   
   
   
7. Next enter how VERSITAL should find and display the Item Data for each item listed in the "grid". The image below shows where each field is displayed in the item object.
   
   
   
8. Enter the field ID from the item record into each field in the configuration of the element
   NOTE - the Category filter only uses the custom record VERSITAL Item Category.  This record was created when you installed the bundle and you will need to populate it with the correct values and also add a custom item field to your item records to set the category for each item.  For help on setting up your VERSITAL Item Category structure, use this article here.
   
   
9. You can control the order level information that is captured and stored in Netsuite with the order information settings.
   
1. Shipping Item List - Add the saved search you made of shipping items into the Shipping Item List field and this will populate the list of available shipping methods from your netsuite environment.
   
2. Lock Shipping Method - Alternatively you can choose to "Lock Shipping Method" which would not allow the user to select their own shipping method but instead utilize the default shipping method from the customer record in Netsuite
   
3. Shipping Account # - If you allow customers to enter their own shipping account number for Collect or 3rd Party Billing then you can enter the field ID of the transaction body field where you would like to store this information on the Sales Order
   
4. Order Notes - if you would like your customer to add order notes you can provide the field ID where these notes should be stored on the sales order.
   
5. Ordered By - if you would like to have the user enter their name while placing an order you can add the field ID of the transaction body field you want to store this data on the Sales Order.  (Note - this will populate with the Current User name, but allow them to overwrite it).
   
6. Ordered By Email - if you would like to have the user enter their email address while placing an order you can add the field ID of the transaction body field you want to store this data on the Sales Order.  (Note - this will populate with the Current User name, but allow them to overwrite it).
   
   
   
   
   
   
10. Use the bottom setting to control the layout and searchability of the items listed on the page.
    
1. Show Items on Page Load - if you enable this setting then the grid of items and images will be displayed as soon as the page is loaded.  If you disable this setting then only a button labeled "Place Order" will be shown.  Once clicked then all items will be displayed for the user to place an order.
   
2. Items should match ANY category filter - if you enable this setting then the user can select multiple item categories and items will be displayed that match ANY of the categories selected.  if you disable this field then the user can select multiple item categories but ONLY the items that match ALL categories selected will be displayed
   
3. Image Size - you can quickly resize all your images by selecting Small, Medium or Large here.  You can also resize images by fixing the source image size.  Please see Recommended Image Sizes to ensure your images are properly configured.
   
   
11. You can also select the Item View you would like to use to view your item list
    
    
    
    
1. Grid View - Items will be displayed in a grid of 4 columns
   
   
   
   
2. List View - Items will be displayed in a list with a smaller thumbnail image
   
   
   
12. If you would like to have your customers pay for their order at checkout then enable the Payment Method box and choose either the native NetSuite payment processing profiles (if you have this already configured) OR you can utilize our pre-built stripe integration and connect your existing Stripe account.  To connect your Stripe account follow these instructions here.
    
    
    
13. Lastly, you can add multiple tabs across the top of the Grid Order Entry element and each tab can provide a different list of items for the customer to select from. 
    NOTE - This feature will only work with the static Item List, you cannot use grouping with customer specific Item Lists
    
    
14. Check the box for Allow Group List, then click on the Item Group List button
    
    
15. In the Groups List provide a Label for each tab, and a saved search that will represent the Item List to be displayed on each respective tab.
    
    
16. Click Save to store this Grouping and the next time your user logs in they will see the additional tabs in the user site to further segment the item list and improve searchability.
    
    
17. Once you have completed the configuration of this element, Submit this portal for it to be displayed in the User Site.
    

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