Configuring Employee Records for SCIS
Create an employee record for each person who will be using SuiteCommerce InStore (SCIS) to enter transactions. To add a sales associate, you must create and configure a new employee record in NetSuite.
The following must be configured:
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Location – Set the location on the employee record to ensure the sales associate has access to items and customers in the same location.
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Access – Select one or more roles for each SuiteCommerce InStore user on the employee record. You must select the SCIS Clerk role installed by the SuiteCommerce InStore SuiteApp, or a role configured using the SCIS Clerk role as a template.
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SCIS Access Code – (Optional) Custom field setting only required for employees with manager override permission.
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SCIS Location – (Required) Select one or more locations for each employee. Employees can log in to SCIS at more than one location. Additional permissions may also be required.
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SCIS User Settings – Custom record that links the employee record to other records, such as default customer, default sales rep, and cash drawer account. For more information, read SCIS User Settings.
To add a new SCIS sales associate:
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Go to Lists > Employees > New. Create a new employee record.
Important:Create employee records using the Standard Employee Form. The SCIS Access Code field is added to the Standard Employee form when SCIS is installed.
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Enter name, email, and address information.
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(Required if you use OneWorld) Make a selection from the Subsidiary list.
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Select an employee location from the Location drop down.
Note:You must configure the location before an employee can use SuiteCommerce InStore. If this field is not set, the employee will not be able to log in.
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(Required) Click the Custom subtab. Select at least one SCIS Location. If you have employees who work in more than one location, read Working with Employees in Multiple SCIS Locations.
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(Required if you use Departments) Make a selection from the Department drop down.
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(Optional) Click the Human Resources subtab, and then check the Sales Rep box.
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(Required for employees with Authorized Roles) Click the Custom subtab. Enter a value in the SCIS Access Code field. For more information, see Manager Override.
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Click the Access tab.
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Check the Give Access box.
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As of 2018.2, you should check the Send New Access Notification Email box.
When checked, the employee receives an email notification that access has been granted to your NetSuite account. The email contains a link so that the employee can set up a NetSuite password.
(Optional) If you prefer to specify the employee’s password yourself, follow these steps instead:
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Do not check the Send New Access Notification Email box.
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Check the Manually Assign or Change Password box.
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In the Password field, enter a password for the employee to use to log in. As you type, the characters are validated against the password policy criteria, and the results displayed.
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In the Confirm Password field, re-enter the password. You must tell the employee the password you assigned.
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Check the Require Password Change on Next Login box to require this employee to change their password on their next login to NetSuite.
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In the Roles column, select one or more roles for the employee.
Important:For employees expected to enter transactions using SuiteCommerce InStore, you must use the SCIS Clerk role installed by the SuiteApp, or use a role that you create using the SCIS Clerk role as a template.
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Click Save.