Customizing the Sales Order Form for Store Pickup
You must create a customized sales order form that shows the Fulfillment Choice and Location fields as columns in the sublist under the Items subtab. Sales people can then choose store pickup as the fulfillment choice on lines that will be picked up at a store location. Only store locations are displayed in the Location column when the fulfillment choice is store pickup.
You can also add the Fulfillment Choice field to the Items subtab which lets sales people apply the same fulfillment choice to all lines in the sales order without having to edit each line in the order separately.
To create a customized sales order form for store pickup:
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Go to Transactions > Sales > Enter Sales Orders (Administrator).
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Click Customize at the top of the form and then select Customize Form.
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In the Name field, enter a name to identify the new form.
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Click the Sublist Fields subtab.
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Check the Show box next to the Fulfillment Choice and Location fields in the field list.
Note:Make sure that you check the Show box for both columns on the form. If you leave the Location box unchecked, the Fulfillment Choice column will not be shown.
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Move the items up and down in the list to the desired position. Items at the top of the list correspond to the leftmost columns in the sales order form.
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To add the Fulfillment Choice field on the Items subtab (enabling sales people to apply the same fulfillment choice to all lines) select the Screen Fields subtab, then click the Items subtab and check the Show box next to Fulfillment Choice.
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Click Save.
For more information about customizing forms in NetSuite, see Creating Custom Entry and Transaction Forms.
Custom Sales Order Forms and SuiteCommerce
If you have a SuiteCommerce web store and want to enable store pickup as a fulfillment option, you must also create a custom sales order form. If you already have a custom sales order form to enter store pickup sales orders in NetSuite, you can use the same form for your SuiteCommerce web store. After you create the custom sales order form, take note of the internal ID of the form. You will need the internal ID of the custom sales form when enabling store pickup in SuiteCommerce.
The internal ID is generated automatically and is displayed in the Internal ID column of the Custom Transaction Form page. Go to Customization > Forms > Transaction Forms to view a list of all custom forms in your account. Take note of the internal ID next to the name of the custom sales order form you want to use for store pickup.
If the Internal ID column is not displayed on the page, you can update your general account preferences to show the internal ID of records on all lists and search results pages in NetSuite. See General Personal Preferences for more information.
For more information about the steps to configure store pickup for a SuiteCommerce web store, see Store Pickup for SuiteCommerce Websites.
Custom Sales Order Forms and Cross-Subsidiary Fulfillment
When the Store Pickup and the Intercompany Cross-Subsidiary Fulfillment features are enabled in your account, the Inventory Location column and the Inventory Subsidiary column appear on all sales order forms. You must use the Inventory Location column to specify the store pickup location.
By default, the Inventory Location column lists locations in the customer subsidiary as well as locations in other subsidiaries that are allowed to fulfill orders from the customer subsidiary. If you show the Allow Cross-Subsidiary Fulfillment box under the Items subtab, clearing the box lists on those locations in the customer subsidiary. The Allow Cross-Subsidiary Fulfillment box is hidden and checked by default. See Intercompany Cross-Subsidiary Fulfillment for more information.
If you have forms that still show the Location column in the Items sublist, you should ensure users specify the store pickup location in the correct column (the Inventory Location column).
You can continue to use the Location column in the Items sublist, but as a method of classification, instead of as the fulfillment location. If you do not want to use the Location column for classification, consider removing it to avoid confusion.