Setting Up POS Imports

WFM can import point of sale (POS) data from NetSuite for scheduling.

Before you set up POS imports, complete the following requirements.

• Set up and configure your WFM and NetSuite integration.

• Upgrade to the latest version of the WFM SuiteApp. See Installing SuitePeople Workforce Management from the SuiteApp Marketplace.

• If you are use InfinetCloud, add these view permissions to the Payroll Administrator - Unlocked role from InfinetCloud:

  • Items

  • Cash Sale

  • Cash Sale Refund

  • Invoice

  • Sales Order

  If you’re not using InfinetCloud, these permissions are already included in the role from the WFM SuiteApp.

To set up POS imports:

1. Set up a saved search for WFM to pull transactions from NetSuite.

   Make a copy of this saved search before making changes, so updates to the SuiteApp don’t override your changes.

   1. Open the list of all saved searches. For instructions, see Accessing a Saved Search.

   2. Find the customsearch_Adi_transactions saved search.

   3. Edit and save a copy of the saved search. For more information, see Editing or Deleting a Saved Search.

   4. Configure the search to get the results you want. For more information, see Defining a Saved Search.

      For example, you can include or exclude items like gift cards from the search.

   5. Keep the search tab open and note the ID.

2. Add a new custom record in the WFM website.

   1. Open the WFM website at see.adiinsights.com.

   2. Go to Setup > NetSuite Integration > Configuration > Records.

   3. Click create new custom record

   4. Set the link type to Transaction.

   5. In the Record Type field, enter the search ID noted from NetSuite earlier. You may opt to add extra filters and columns to fetch from NetSuite here.

   6. Set the display name and display name plural to be Transactions or something similar.

   7. In the name field, enter the name. Click Create.

3. Map the fields from NetSuite to the right items in WFM.

   1. After you create the custom record, click Fields for the record type you made.

   2. Identify the fields you need to pull from NetSuite. For more information about the available fields, see NetSuite Records Browser for Transactions

   3. For each field, specify a purpose and a field name.

   4. Map the fields.

      • Stats location – This field in NetSuite maps to the WFM location where you import the data..

      • Date – If your sales are reported to NetSuite in real time, use the datecreated field. This field gives you the date and time of the sale, allowing for a 15-minute resolution.

        If your sales are added in bulk at the end of the day or tracked on a different day, use either trandate or saleseffectivedate. These fields only track at a daily resolution.

        You can set up the field for sale date or time as either Date and time of the sale or Date depending on if WFM will get the time from NetSuite.

   5. Stats types – For sales, you should map these to amounts. Either map to quantity to get the number of items sold, or map to internalid to get a count the transactions during the period.

   6. Additional filters – Use these to exclude individual items for a sale or to exclude tax lines. You may set up a test to add these.

4. Click the Linking tab.

5. From the list, select Transaction from the import only group. Click Save.

   A new menu item for import sales will show up. This lets you import any missing data or fetch data again if it’s wrong or you’ve updated the search or mapping. WFM updates sales for today and yesterday throughout the day.

General Notices