VERSITAL Elements Reference Guide
Click on the record type below to view detailed information on how each element can be configured in the VERSITAL portal builder
NetSuite Records
Entity Records
Entity records in NetSuite represent a business entity that you work with. Most commonly entity records are Customers, Vendors, Partners or Employees. You can read more about how entity records function here.
Item Records
Item records in NetSuite represent goods or services that you buy or sell for your business. Each item type has it's own features and functions within your NetSuite environment. You can read more about how item record function here.
Transaction Records
Transaction records in NetSuite represent a business transaction that occurs in your day to day operations. There are many different transaction types available and not all transaction types apply to all accounts. Each transaction type available is dependent on the features you have enabled in NetSuite and the modules you have purchased. You can read more about how transactions function here.
CRM Records
CRM records in Netsuite represent productivity tasks for your internal teams. Tasks, Phone Calls and Events are common examples of CRM records that can be displayed and edited through VERSTIAL. You can learn more about CRM records here.
Custom Records
Custom records in NetSuite are just that....CUSTOM. They provide a way for you to capture data and support business processes that are not found with native NetSuite records. Custom Records can be configured and customized to support almost any use case as you can define the fields, forms and objects displayed on each unique record type. You can learn more about custom records here.
Custom Transaction Types
Custom Transaction Types in NetSuite are similar to native transactions but allow you more flexibility to customize and configure them to support your business needs. You can learn more about custom transactions here.
Custom Elements
Text Box
The Text Box custom element allows you to add a block of text into any portal on any tab. This text box can be used to provide more instruction to your users, or provide meaningful information about your business, products or the User Site itself.
Image
The Image custom element allows you to add an image into any portal on any tab. First create the image using your preferred design software then publish the image to the web. Use the publicly available URL to display the image in your User Site.
Saved Search Viewer
The Saved Search Viewer allows you to embed a NetSuite saved search into your portals. You can also provide optional features like exporting saved search results and a dynamic search field. The saved search viewer can support summary searches, main line searches or line level searches.
Grid Order Entry
The Grid Order Entry custom element is a unique order entry form for your users. You are able to display your products in a grid format with customizable information like images, SKU, pricing and descriptions. Users can quickly place orders and checkout with or without credit card payments.
Table Order Entry
The Table Order Entry custom element is a another order entry form for your customers. With this element you can upload a diagram or schematic of your products with a related table of parts that are referenced in the diagram. Users can quickly find the replacement parts they need an checkout with or without credit card payments.
Transform Record
The Transform Record custom element allows Users to convert transactions into other transactions while maintaining the sublist data. For example, you can create a Vendor Bill from a Purchase Order. All NetSuite supported transformations are available to VERSITAL.
Pay Invoices
The Pay Invoices custom element provides a list of open Invoices to your customer with the ability to pay one or multiple invoices at a time. Payments can be made using a credit card and will leverage either Stripe or the native NetSuite payment instruments.
Embed/iFrame
The embed/iFrame custom element provides a way for you to embed other websites into your VERSITAL portal so your users can access everything they need to all in one place.
Entity Profile Management
The entity profile management custom element will allow your Customers to manage their profile. Allow them to add or update addresses in their address book, their preferred shipping method and even add or update payment methods.
Quick Links
The quick links custom element allows you to add a bank of links to any web URL. Easily configure the format, layout and destination of each link
File Download
The file download custom element allows you to share any file in your Netsuite File Cabinet with an external user safely and securely. Once logged into Versital user can have access to download the files that you define in the configuration.
Related Articles
Step 8 - Creating a Portal
When you create a portal you are creating a user interface for your VERSITAL Users to interact with your NetSuite data. The portal consists of a group of Form Templates, Records and other Custom Elements that you configure, then assign to users. ...Update your VERSITAL password
To update your password to login to VERSITAL you can login and navigate to Account Settings then the Security tab. Here you can enter your current password and new password to make the changes. Be sure to click Save Changes before navigating away ...Step 4 - Add VERSITAL Administrators
In NetSuite navigate to the Employee record that you want to give access to VERSITAL to. Then on the Access subtab click "New VERSITAL Administrator" Enter the Name and Email address for this Administrator. Mark the Status checkbox and mark "Send ...Setting up the VERSITAL Item Category for the Grid Order Entry element
The VERSITAL Grid Order Entry element provides a drop down menu to use as a filter, that will filter products in the element based on the category assigned to each Item Record in you Netsuite environment. This feature requires some administrative ...Step 1 - Prerequisites
Welcome to VERSITAL the Universal Portal builder for NetSuite! Follow this step by step guide to a successful implementation and other detail training documentation forBefore installing VERSITAL please ensure you have the following features enabled. ...