Setting Up Auto Assign UPC
Setting up the SuiteApp involves installation, enabling required features, and assigning permissions.
This ensures the SuiteApp works as intended and users have the right access.
Installing the Auto Assign UPC SuiteApp
Only users with the Administrator role can install the SuiteApp.
To install this SuiteApp:
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Go to Customization > SuiteBundler > Search & Install Bundles.
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On the Search & Install Bundles page, search for the SuiteApp:
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SuiteApp Name - Auto Assign UPC
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SuiteApp ID - 316640
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Click Auto-Assign UPC to view details, then click Install.
For more information, see Installing a Bundle.
Enabling Features
Only users with the Administrator role can enable the features.
To enable the features:
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Go to Setup > Company > Setup Tasks > Enable Features.
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Click the Items & Inventory subtab.
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Under Items, check the following:
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Matrix Items
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Bar Coding and Item Labels
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Click Save.
Auto Assign UPC Roles and Permissions
Only users with the Administrator role can assign the permissions.
Assign these permissions to custom roles as needed. For more information about setting permissions for a role, see Setting Permissions.
The following table lists the permissions required to work with the Auto Assign UPC SuiteApp.
|
Usage |
Subtab |
Permission Name |
Permission Level |
|---|---|---|---|
|
Import CSV File |
Setup |
Import CSV File |
Full |
|
Run Server SuiteScript and Trigger Workflows |
Setup |
Control SuiteScript and Workflow Triggers per CSV Import |
Full |
|
Create UPC custom record |
Custom Record |
UPC Code |
Full |
The Auto Assign UPC SuiteApp is installed and configured, you can now proceed to Working with Auto Assign UPC and Setting Custom Auto Assign UPC Preferences.