NetSuite CPQ Configurator Integration with SuiteCommerce
NetSuite CPQ Configurator enhances user experience by integrating with SuiteCommerce, inheriting commerce themes and streamlining configurations.
The NetSuite CPQ Configurator enables product interfaces to seamlessly integrate with SuiteCommerce themes, enhancing the overall user experience. This integration allows the configurator to style elements like font colors, font styles, background colors, and border colors based on the selected theme.
Incorporating Commerce Theme
To use the commerce theme in the product interface, you need to manage the Basic Color Theme field located on the SuiteCommerce Configuration record. Clearing this field integrates the theme, while checking it adopts the standard NetSuite CPQ design.
Prerequisites for Integration
Before using the NetSuite CPQ Configurator with SuiteCommerce, ensure you fulfill the following prerequisites:
- Install or update to SuiteCommerce or version 2020.2 or newer of SuiteCommerce Advanced.
- Update to SuiteCommerce Base Theme version 2022.1 or later.
- Install SuiteCommerce Extension Management version 2022.1 or newer.
- Ensure the NetSuite CPQ Configurator SuiteApp is installed.
For additional guidance, see recommendations on installing the NetSuite CPQ SuiteApps.
Enabling Required Features
To successfully implement the NetSuite CPQ SuiteApps, the required features must be enabled in your account settings.
Steps to Enable Features:
- Navigate to Setup > Company > Enable Features in NetSuite.
- Under the SuiteCloud tab, activate the following features:
- Custom Records
- Client SuiteScript
Assigning Roles to Script Deployments
For both logged-in users and guest shoppers to utilize the configurator, specific roles must be assigned to the script deployments:
Required Role Summary:
| Script Name | Script Deployment ID | Role | Description |
|---|---|---|---|
| CPQC-ST-SCA-Wrapper | customdeploy_cpqc_st_scaw | Online Form User | Allows configuration of items from SuiteCommerce without logging into NetSuite. |
| CPQC-UE-SalesOrder | customdeploy_cpqc_ue_sales_order | Customer Center | Facilitates adding and managing configured items in the shopping cart for logged-in and guest shoppers. |
Enable roles appropriately to avoid access issues. If users encounter an access denied message, review role settings.
Configuring the NetSuite CPQ SC Integration Extension
After activating the NetSuite CPQ SC Integration extension, configuration settings can be modified from the SuiteCommerce Configuration record. Adjustments here dictate how the extension behaves on your website when launching products.
Configuration Options Include:
- Enable Configurator: Controls visibility of configuration buttons.
- Hide Configure Button: Option to hide the main configuration button.
- Scriptable Cart and Checkout: Allows custom pricing and configuration changes in the shopping cart.
Remember to save your changes in the configuration settings after configuring the integrative features.
Conclusion
By leveraging the NetSuite CPQ Configurator with SuiteCommerce, businesses can create a consistent and engaging product interface that enhances user experience and streamlines the purchasing process. Ensure all prerequisites are met and configurations adjusted according to the needs to optimize performance.
Key Takeaways
- NetSuite CPQ Configurator integrates with SuiteCommerce to enhance user experiences.
- Adjusting the Basic Color Theme impacts the visual integration with the overall commerce theme.
- Specific roles must be assigned for access to the configurator functions.
- Key configurations can significantly influence product visuals and interaction workflow in SuiteCommerce.
Frequently Asked Questions (4)
Do I need to adjust any settings to allow CPQ configurators to use SuiteCommerce theme styles?
Can I switch back to the standard NetSuite CPQ aesthetic after integrating a SuiteCommerce theme?
What customizable elements are affected by the CPQ configurator's integration with SuiteCommerce themes?
Will this integration require any changes from developers?
Weekly Update History (1)
Renamed the Add the Online Form User External Role section to Assign the Required Roles to Script Deployments in the NetSuite CPQ SuiteCommerce Integration help topic. The section has also been updated to explain the roles required by NetSuite CPQ script deployments to let users configure items from SuiteCommerce web stores.
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