Grid Order Entry Custom Element Configuration

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. Next navigate to the Admin console and create a new portal or update an existing portal


  3. Drag the Grid Order Entry custom element into the portal builder workspace.


  4. 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.


  5. 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.


  6. Enter the saved search ID's of the two saved searches in the first step above.  These saved searches will provide VERSITAL with the list of items and shipping items to be displayed in the User Site


  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. If you would like to offer the customer the option to enter their own Shipping Account# to use for 3rd party or Collect billing when shipping this order, you can provide the transaction body field ID for where this value should be stored when the transaction is created.


  10. Lastly, if you would like to provide a way for your customer to enter any custom notes for this order you can provide the field ID of a transaction body field to hold any notes entered, when the transaction is created.


  11. 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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