SuiteCommerce InStore User Interface and Workflow Overview

SuiteCommerce InStore (SCIS) is a web-based point-of-sale application designed specifically for retail environments. It features a user-friendly, touch-based interface suitable for tablets, negating the need for specialized POS hardware. This application supports common peripherals such as credit card readers, printers, barcode scanners, and cash drawers.

Important Considerations

To use SCIS on an iPad or Windows tablet or computer, you must have the SuiteCommerce InStore mobile app installed. Note that SCIS cannot be accessed via standard desktop or laptop web browsers like Safari, Chrome, or Firefox.

How Does SCIS Integrate with NetSuite?

SCIS is designed for native integration with NetSuite, utilizing the SuiteCommerce InStore SuiteApp installed within your organization’s NetSuite account. Sales associates rely on the secure SCIS POS application for various operations, with all pertinent data stored and retrieved from NetSuite. This architectural integration allows SCIS to leverage functionalities from other NetSuite areas such as ERP, web commerce, and CRM.

What About Customer Profiles?

The Customer Profile feature equips sales associates with a comprehensive view of customer purchase activities. By tapping on the customer’s name, associates can access the Customer Timeline, showing purchases, returns, shipments, and records of customer interactions.

Managing Roles and Permissions

Each employee using SCIS requires a custom role assigned within NetSuite during the SuiteCommerce InStore installation. Administrators can further customize these roles as needed to fit organizational workflows.

Employee Roles Include:

• SCIS Clerk: Allows order entry and access to SCIS on approved devices.
• SCIS Support: Enables order entry but not transaction completions.
• SCIS Store Manager: Lets managers view cash drawer activities and manage employee shifts.
• SCIS Fallback Auditor: Allows for the reconciliation of fallback transactions within SCIS.

Administrators can define necessary roles for SCIS to operate effectively, including the SCIS Permission custom record, which controls restricted operations needing authorization.

How Are Restricted Operations Handled?

To carry out certain restricted operations, a manager or duly authorized employee must input an SCIS Access Code for approval. The role permissions must be managed by a NetSuite Administrator to ensure that only authorized personnel have access to approve these processes.

Conclusion

SCIS offers a robust and integrated point-of-sale solution for retail associates, enabling streamlined operations and enhanced customer service through effective management of transactions and customer interactions. The intuitive interface aids in quick adaptation for users, while the role-based access ensures secure operation tailored to business needs.