| Field | Description |
| General Settings | |
| ERP Service Name* |
Your ERP integration service Example: NetSuite, Custom, etc. |
| Use Tax Rates Exported From Netsuite | For NetSuite ERP, if enabled, tax rates will be retrieved from NetSuite |
| Use line item shipping | If selected, shipping details are applied at the line-item level rather than the order level |
| Enable Master of Record | If enabled, OMS will be the Master of Record for all orders when retrieving order details |
| Has Department Per Location | Enabled indicates that department (i.e., cost center) references will be retrieved from the store level ERP configuration |
| Has Fulfillment Based Transaction Type | Enabled indicates invoices for cash & carry orders, and the sale orders of endless aisle will be generated |
| Disable Default Search | Enabled indicates that search will not be executed at page load. Search will be executed only when search terms are entered by user |
| Always Use Custom Price |
Enabled indicates to use NetSuite's custom Price Level for maintaining initial pricing of products. By default, Point of Sale sends "1" as the InternalID for the "Base Price" Price Level to NetSuite. Enabling this toggle changes it to "-1," preserving the initial product pricing. Note: If this setting is enabled, a tax engine must be configured. Otherwise, turn this flag off, and orders can be posted without a tax integration record. |
| Credentials Fields | |
| Account ID* | ERP account ID; can be found in your NetSuite account and is shown on the Company Information UI |
| Consumer Key* |
ERP API access credentials consumer key; can be found in your NetSuite account when setting up a new integration Note: Max length supported is 128 characters |
| Consumer Secret* | ERP API access credentials consumer secret; can be found in your NetSuite account when setting up a new integration |
| Token ID* | ERP API access credentials token ID; can be found in your NetSuite account when creating a web services access token for the web services user |
| Token Secret* | ERP API access credentials token secret; can be found in your NetSuite account when creating a web services access token for the web services user |
| Checkout Settings | |
| Endpoint URL* |
Merchant NetSuite base URL; can be found in your NetSuite account by going to Setup > Company > Company Information, Company URLs tab, Suitetalk (SOAP and REST web services) Example: https://293_AB1.suitetal-k.api.netsuite.com |
| Customer Store Credit Custom Field |
NetSuite custom field to the store customer credit; can be found in your NetSuite account Example: custentity_qas_re-mainingbalancecr |
| Customer Group Custom Field | Specifies the name of the custom field in the customer record that stores the customer group ID for merchants that support customer groups. |
| Create Finance Deposits | If this flag is enabled, a customer deposit will be created for finance tenders, |
| Edit Customer Credit | If this flag is enabled, editing will be allowed to a customer store credit amount which is held in a custom field in the customer record. |
| Advanced Search Settings | |
| Internal ID | Internal ID field for searching orders and quotes. For more details, please refer to Advanced Search Settings. |
| Customer Internal ID | Internal ID field for searching customers by name. For more details, please refer to Advanced Search Settings. |
| Reference IDs | |
| Class | ERP Class internal ID; can be found in your NetSuite account by going to Setup > Company > Classes |
| Department | ERP Department internal ID; can be found in your NetSuite account by going to Setup > Company > Department |
| Gift Certificate Item | ERP Gift Certificate Item internal ID; can be found in your NetSuite account |
| Guest Customer | ERP Guest Customer Internal ID for guest orders; can be found in your NetSuite account by going to Lists > Relationships > Customers |
| POS Transaction ID - External Ref ID | To find and retrieve an order from NetSuite in Point of Sale, we use a custom field with the necessary Internal ID for the search call |
| Guest Account Ref ID | Internal account ID that will be sent when guest orders are submitted |
| Not on file | ERP Not-On-File item internal ID; can be found in your NetSuite account |
| Not on file SKU | ERP Not-On-File item SKU; can be found in your NetSuite account |
| Store ERP | Used to link external Store ID fields with Point of Sale Store ID fields during searches for external quotes. Select the "Target Field" that is mapped to the NetSuite Store ID within the Store Feed (e.g., CustomeString0) |
| Product ERP | Point of Sale product field containing ERP Product internal IDs |
| Product Type Mapping | Point of Sale product field containing ERP Product type mappings |
| Return custom form | ERP Return Transaction Custom Form internal ID; can be found in your NetSuite account |
| Subsidiary | ERP Subsidiary internal ID; can be found in your NetSuite account by going to Setup > Company > Subsidiaries. For NetSuite calls (Search and Create Customer) passing the subsidiary ID, if populated at the store level, the store-level ID will be sent. Otherwise, the merchant-level ID from the ERP configuration settings in the CMS will be used. |
| Transaction custom form | ERP Transaction Custom Form internal ID; can be found in your NetSuite account |
| Deposit Credit Item Ref ID | Item internal ID reference |
| Credit Card Types | |
| Credit Card Type |
List of supported credit card types Example: Visa, Mastercard, American Express, Discover, JCBank, etc. Tip: For details on the support capability for BORIS returns to credit card payments, please refer to this article. |
| Credit Card Reference ID | ERP payment card internal ID |
| Tender Types | |
| Type |
Supported tender types Example: Cash, CreditCard, GiftCard, PLCC, Check, etc. |
| Payment Method ID | ERP tender payment method internal ID; can be found in your NetSuite account |
| General Ledger Account ID | ERP tender account internal ID for the tender type; can be found in your NetSuite account |
| Custom Fields | |
| POS Field |
List of supported POS fields from which data can be pulled into the ERP custom fields (e.g., Available Date, Customer ID, ERP Select, etc.) For descriptions of each supported field in CMS, please refer to "POS Fields" below. |
| ERP Field |
ERP custom field name; can be found in your NetSuite account Example: custqas_extern-alcustomerid |
| Applies To |
List of ERP entity types to which custom fields are applied to Example: Order, Order Item, Return, etc. |
| Error Settings | |
| Number of Retries | Maximum number of retries to attempt an ERP API request |
| Retry timeout in seconds | ERP API retry timeout in seconds |
| ERP email list | List of email addresses to be notified in the event of failed ERP API requests |
| POS Field | Description |
| Available Date | Date item/service is available |
| Last 4 Digits of Credit Card | Last 4 digits of credit card |
| Credit Card Expiration Date | Credit card expiry date |
| Custom Boolean Default | Custom true/false field |
| Coupon Code | Applied discount code |
| Contact Phone Number | Phone number for delivery-related inquiries (e.g., when an order is delivered) |
| Customer Group | Customer category/segment |
| Customer ID | Unique customer identifier |
| Delivery Date | Scheduled delivery date |
| Discount Amount | Total discount on order |
| ERP Select | ERP-related option |
| Financing Account Number | Financing account number |
| Financing Amount Financed | Total financed amount |
| Financing ID Expiration | Financing ID expiry date |
| Financing ID State | State issuing financing ID |
| Financing Instruction | Special financing instructions |
| Financing Last 4 SSN | Last 4 digits of SSN |
| Financing Order ID | Financing order identifier |
| Financing Payment Type Code | Financing payment type |
| Financing Primary Account Holder | Primary financing account holder |
| Financing Verified Buyer | Verified financing buyer |
| Is Exchange Order | Indicates an exchange order |
| Item Discount | Discount on an item |
| Item Discount Reason Codes | Codes for item discount reasons |
| Item Notes | Notes about the item |
| Item UPC | Item's Universal Product Code |
| Layaway | Indicates layaway purchase |
| Line Unique Key | Unique line item identifier |
| Line Item Sale Associate ID | Sales associate ID for item |
| Location | Store/warehouse location |
| Logged In Associate ID | Logged-in associate ID |
| Order Discount Reason Codes | Codes for order discount reasons |
| Order ID | Order identifier |
| Replacement Order | Indicates replacement order |
| Payment Device | Device for payment processing |
| Payment Device ID | Payment device identifier |
| Pickup Date | Scheduled pickup date |
| Promotion Code | Applied promotional code |
| Route Stop |
Delivery route stop number Note: For app builds 10.2.1 or greater, when Point of Sale retrieves an order from NetSuite if this field in the order has a value, the system will prevent any edits to the deliverable items. |
| Ship Method ID | Shipping method identifier |
| Store Credit | Applied store credit amount |
| Serial Number | Item's serial number |
| Tax Amount | Total tax amount |
| Tax Exempt Card Number | Tax-exempt card number |
| Tax Exempt Code | Tax exemption reason code |
| Tax Exempt Customer Name | Tax-exempt customer name |
| Tax Exempt Name | Tax exemption name |
| Tax Exempt Notes | Notes on tax exemption |
| Tax Exempt Rate | Tax exemption rate |
| Tender Refund Amount | Refunded tender amount |
| Total Assembled | Total assembled items |
| Total Boxed | Total boxed items |
| Total Credit Used | Total credit used |
| Transaction ID | Transaction identifier |
| Truck Number |
Delivery truck number Note: For app builds 10.2.1 or greater, when Point of Sale retrieves an order from NetSuite if this field in the order has a value, the system will prevent any edits to the deliverable items. |
| Field Name | Description |
| ERP Configuration | |
| Customer ID | Merrchant NetSuite Guest Customer internal ID for store guest orders |
| Location ID* | Merchant NetSuite store ID, value should match CustomString0 |
| Secondary Location ID | Store showroom reference ID of ERP configuration that is used for clearance items |
| Department ID | Merchant NetSuite Department internal ID |
| Class ID | Merchant NetSuite Class internal ID |
| Tax Item ID | Merchant NetSuite Tax Item internal ID; used if POS sends tax amounts to NetSuite |
| Other Attributes | |
| CustomString0 | Merchant NetSuite store ID, value should match Location ID. This value is automatically populated through Store Field Mappings. Please note, when uploading the Store Feed, regular text values are not permitted and will not be imported. Ensure that the relevant columns (store ERP, store type, etc.) are formatted in JSON. Refer to the attached file(s) for an example feed. |
|
Real-Time Order Export Endpoint Webhook to invoke when a new order is placed. See example below: |
| {"integrationType":"HTTP_POST_JSON","url":"http://stage-v2.psconnector.com/service/v1/oms/orders","contentType":"application/json","headers":[{"name":"PredictSpring-Secret","value":"abuh2YYBGV3kXK8157ZNBLUioGKc4d/ sRvjZMhWKjaCb87t0ldFLUlADMKs+t7NPj/Nczm1y2vF+1EAlWplw=="}]} |
|
Real-Time Returns Export Endpoint Webhook to invoke when an order is returned. See example below: |
| {"integrationType":"HTTP_POST_JSON","url":"http://stage-v2.psconnector.com/service/v1/oms/orders/update","contentType":"application/json","headers":[{"name":"PredictSpring-Secret","value":"abuh22YYBGV3kXK8157ZNBLUioGKc4d/ sRvjZMhWKjaCb87t0ldFLUlADMKs+t7NPj/Nczm1y2vF+1EAlWplw=="}]} |
|
Real-Time Order Update Endpoint Webhook to invoke when an order is updated. See example below: |
| {"integrationType":"HTTP_POST_JSON","url":"http://stage-connector-v2.us-west-2.elasticbeanstalk.com/service/v1/oms/orders/update","contentType":"application/json","headers":[{"name":"PredictSpring-Secret","value":"abuh22YYBGV3kXK8157ZNBLUioGKc4d/ sRvjZMhWKjaCb87t0ldFLUlADMKs+t7NPj/Nczm1y2vF+1EAlWplw=="}]} |