NetSuite CPQ Guided Selling Setup
Before creating catalogs, define settings on the options record at Guided Selling > System > Global Settings. Users must see the Guided Selling button on transactions to search for items. In the Show Guided Selling Button field, select the transactions where you want the button to appear.
The following transactions are available:
-
sales orders
-
invoices
-
estimates/quotes
-
opportunities
-
credit memos
-
purchase orders
-
return authorizations
If you use custom partner roles that aren't assigned to the Partner Center, check the Custom Role Centers box. This option lets users with these roles search for items from transactions. You can verify the center assigned to a role at Setup > Users/Roles > Manage Roles. On the role record, view the information in the Center Type field. For more information about roles, see NetSuite Roles Overview.
When you are finished with the setup, save the options record.
After the installation, NetSuite CPQ Guided Selling automatically creates and enables two custom transaction fields for eligible transactions. When customizing these transactions, always keep these fields enabled so users can search for items. The following table lists the custom transaction fields that must remain enabled.
|
Transaction Field Name |
Transaction Field ID |
Field Type |
|---|---|---|
|
Group |
custcol_cpqg_room |
Line field |
|
VGS rooms |
custbody_cpqg_rooms |
Body field |
For more information about custom fields in NetSuite, see Custom Fields.
Users with an administrator or GS Product Builder role can create and maintain catalogs. For more information about NetSuite CPQ custom roles, see Assigning NetSuite CPQ Custom Roles.