Creating or Customizing Roles to Use Order Guides

If you are an administrator, you can create new roles or customize roles for using order guides. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.

Refer to the following table for minimum access levels for different record types required to use order guides.

Record	Minimum Access Level
Lists > Documents and Files	View
Lists > Items	View
Lists > Subsidiaries	View
Custom Record > Brands	View
Custom Record > Customer Group Record	View
Custom Record > Order Guide	View
Custom Record > Order Guide Item	Edit
Custom Record > Items Group	View
Custom Record > Order Guide Template	View
Customer Record > Packs Size	View
Reports > SuiteAnalytics Workbook	Edit

To give access to the Customer Center Price Settings page, you must provide the following permissions to the role:

• Customer Record > Customer Center Price Settings – View access

• Customer Record > Customer Price Setting – View access

Note:

You cannot update linked order guides from roles that have restrictions applied on Order Guide custom record.

Adding Center Tab and Center Category

For a custom role, you must add the Order Guide tab to the navigation bar and Order Guide Templates menu within the Order Guide tab. To achieve this customization, create a center tab, center categories, and links within the category using the following information:

• Center tab – Label the center tab as Order Guide.

• Center category – In the Categories sublist of the Content subtab, add the following labels:

  • Order Guide Templates

  • Customer Center Price Settings

• Center category link – In the center categories add the following links:

  • Order Guide Templates center category – Add the link Order Guide Template and label the link as Order Guide Templates.

  • Customer Center Price Setting center category – Add the link Customer Center Price Settings and label the link as Customer Center Price Settings.

For more information, read the help topics Creating Center Tabs and Creating Center Links.

Related Topics:

• Order Guides
• Installing Order Guides
• Setting Up Order Guides
• Creating Order Guides
• Updating Order Guides
• Items Filtering Criteria
• Working with Historical Order Guide
• Using Order Guides on Transactions

General Notices