Creating or Customizing Roles to Use Order Guides

As an administrator, you can create new roles or customize roles to use order guides. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.

Here are the minimum access levels you need for different record types to use order guides.

To give access to the Customer Center Price Settings page, you must provide the following permissions to the role:

• Customer Record > Customer Center Price Settings – View access

• Customer Record > Customer Price Setting – View access

Adding Center Tab and Center Category

To set up a custom role, add the Order Guide tab and Order Guide Templates menu. Here's how to customize: create a center tab, categories, and links using the following information:

• Center tab – Name the center tab Order Guide.

• Center category – In the Content subtab, add these category labels:

  • Order Guide Templates

  • Customer Center Price Settings

• Center category link – In the center categories add the following links:

  • Order Guide Templates center category – Add the link Order Guide Template and label the link as Order Guide Templates.

  • Customer Center Price Setting center category – Add the link Customer Center Price Settings and label the link as Customer Center Price Settings.

For more information, read the help topics Creating Center Tabs and Creating Center Links.

General Notices