SuiteCommerce InStore User Interface

• Main Application Page

• Login and User Menu

• QuickAdd Bar

• The Cart

• Product Detail Page

• Swipe to Refresh

• Popup Windows for Log Out or Application Closure

Main Application Page

SCIS provides a touchscreen user interface. The following screenshot shows the user interface when performing a transaction.

1. Application Logo – Appears differently, according to your installation of SCIS.

2. Search Bar – Enables you to search for customer profiles, items, and transactions. To use the search, enter the first few letters of a customer's first or last name, a product name, or the first numbers of a transaction ID.

3. Saved Transaction menu – Tap to see a list of suspended transactions. For more information, see Saving (Suspending) an Order.

4. User menu – Tap to view additional commands, such as Enable On Screen Keyboard and Drawer Operations. For more information, see Login and User Menu.

5. Cart – Displays a list of items added to a transaction. For more information, see The Cart.

6. Transaction Summary – Displays totals for the transaction, including subtotal, tax due, and amount due.

7. QuickAdd tab – Tap to display the QuickAdd bar. For more information, see QuickAdd Bar.

Login and User Menu

The first page you encounter in SCIS, is the Login page. Here you enter your email address and a password assigned to you by your manager or system administrator.

After you log in, tap the User menu to select your next task.

From the User menu, you can do the following:

• View a report of your sales performance. For more information, see Viewing a Sales Report in SCIS.

• Set the default sales representative for this session or for all sessions. For more information, see Selecting a Sales Representative.

• Enable the on screen keyboard so you can type on your tablet.

• Perform cash drawer operations such as Opening Drawer and Closing Drawer. For more information, see SCIS Cash Drawer.

• Select a printer for printing receipts. For more information, see Selecting a Printer.

• View the current version of SuiteCommerce InStore that you are using.

• Sign out.

QuickAdd Bar

You can use the QuickAdd bar to find items to add to an order. Your system administrator defines the tabs that organize item QuickAdd Keys into groups on the QuickAdd bar. By default, QuickAdd Keys are organized in the following groups on the QuickAdd bar:

• New Items

• Promotions

• Hard to Scan

• Special Offers

• Correlated Items

These groups appear as tabs in SCIS, as shown in the following screenshot.

The Cart

The following screenshot shows the cart with two items added to the transaction. You can tap an item name to view its Product Detail Page.

1. Customer name – Displays the customer associated with the current transaction. If you do not select a customer, the transaction is assigned to a default customer. SCIS automatically creates a default customer record for each sales associate. For more information, see Default Customer in the SCIS Administrator Guide.

2. Item description – Displays information about an item. Tap the item name to drill down to the Product Detail page.

3. Item quantity – Displays the quantity of an item added to the cart. Tap the item quantity to increase or decrease the number.

4. Item price – Displays the price of the item.

5. Item total – Displays the total due for a type of item. Tap the amount to apply a discount.

6. Item action menu – Tap to view a popup menu that displays additional actions you can perform on an item. For more information, see SCIS Store Pickup and Orders for Delivery. See also, Processing Returns in SCIS.

Product Detail Page

On the Product Detail page, also called the PDP, you can:

• View the detailed description of an item

• Add an item to the cart

• Place an order for delivery

• View or enter ratings and reviews

This screenshot shows the parts that make up the PDP.

1. Product Name – Typically appears at the top of the Product Detail page.

2. Price – Price as configured on the item record in NetSuite.

3. Product matrix options – Matrix options are based on item record configuration in NetSuite.

4. Inventory status – Shows the quantity on hand at the location of the sales associate who is logged in.

5. Quantity to add to cart – Tap the plus and minus buttons to set the quantity add to the cart.

6. Add to cart button – Tap Add to put items in the shopping cart for cash and carry transactions.

7. Order button – Tap Order to place an order for delivery to the customer’s address.

8. Description – Includes a detailed description of the item.

9. Nearby stores – Shows a list of the local stores.

10. All inventory – Shows a list of the inventory count across different locations.

Note:

You can add an item even if the inventory shows zero at your location. If an item is not on hand, you can advise the customer if shipping is available from another location.

Swipe to Refresh

Sometimes a sales associate may need to refresh the SCIS application. Refresh describes the process of reloading or updating data displayed on the screen.

Use the refresh capability in SCIS if you encounter a problem with connectivity, an application error, or a role or permission problem. Refreshing the application enables you to continue working or start troubleshooting.

The following table describes the gestures you can use to refresh SCIS on various devices.

Operating System/Device	Refresh Gesture
iOS	Swipe from the left edge of the screen to expose the Refresh menu.
Windows	Make a cross (x) gesture on the tablet screen with two fingers.
Laptop or desktop computer	Make a cross (x) with the cursor.

After you make a refresh gesture, options for three levels of application refresh are displayed:

• Refresh current page – Reloads the current page.

• Reload initial store page – Reloads the store login page.

• Restart application – Initializes the application from topmost entry point, which is the login screen.

Popup Windows for Log Out or Application Closure

Popup windows can display as a result of the following actions in the SCIS application:

1. Closing SCIS by double taping the Home button and then swiping up on the app's preview:

   1. In the middle of an order, without payments applied.

   2. In the middle of an order, with partial payments applied.

2. Logging out of SCIS when a sale is in progress:

   1. In the middle of an order, without payments applied.

   2. In the middle of an order, with partial payments applied.

The following table describes actions that trigger when a popup window displays and the supported workflows for how to proceed.

Action	Workflow Options	Popup Window	Avalara Workflow
Close the SCIS App with an order in progress and no payments applied. (1.a)	The application is closed without any notification.	No popup window displays.	If Avalara is activated, and the Submit on Update setting on the SCIS settings record is checked, a popup window displays when the sales associate logs in to SCIS. The sales associate can resume the last order or suspend it.
Close the SCIS App with an order in progress and partial payments applied. (1.b)	The application is closed without notification. When the sales associate logs in again, a popup window displays. The sales associate can resume the last order or discard it.	Without Avalara, this popup window displays.	If Avalara is activated, the behavior is the same.
Log out of SCIS with an order in progress and no payments applied. (2.a)	When the sales associate taps Sign Out in the User menu, a popup window displays. The sales associate is given the option to discard the order and log out or cancel signing out.	Without Avalara, this popup window displays.	If Avalara is activated and the Submit on Update setting on the SCIS settings record is checked, SCIS shows this popup window. After the sales associate logs in again, no modal is shown. The order was voided.
Log out of SCIS with an order in progress and partial payments applied. (2.b)	When the sales associate taps Sign Out in the User menu, a popup window displays. The sales associate is given the option to suspend the order and log out or cancel the log-out action and go back to the cart.	Without Avalara, this popup window displays.

Related Topics

SCIS User Guide Overview

SuiteCommerce InStore Workflow

General Notices