1. Commerce
  2. Store Front
  3. My Account
  4. Quotes for Commerce Websites
  5. Set up Quotes in NetSuite

Set up Quotes in NetSuite

Perform the following setup tasks in NetSuite to enable Quotes on your Commerce website:

Note:

You should the latest Reference Product List Records bundle. This bundle includes the custom records used to store and manage quote items for each logged-in customer. See Install Your Commerce Website Applications for details on installing bundles.

Quotes for Commerce websites functions without the Reference Product List Records bundle installed. However, installing this bundle ensures that product list items are persistent and will not be lost if the customer leaves the site before submitting a quote. Shipping information and comments are not persistent, regardless of bundle installation.

Give Customers Permission to Request and View Quotes

Edit the Customer Center role in NetSuite to give your customers permission to request a quote and view their submitted quotes.

To edit the Customer Center role permissions for Quotes:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Click Customize next to the Customer Center role.

  3. Go to the Permissions tab and the Transactions subtab.

  4. Change the level of access for the Estimate/Quote permission to Create.

  5. Click OK to accept the change.

  6. Click Save.

  7. Give your customers access to the Customer Center role to let them view quotes. See the Account Setup help topic Giving Customers Access for instructions.

    See the Account Setup help topic Setting Permissions for detailed information about setting the level of access for a permission.

After a customer submits a request for a quote, an Estimate/Quote record is created in NetSuite.

Confirm Item Searcher Fields are Defined

You must expose specific Item Searcher field sets to your Commerce website so that the Quotes feature can function properly.

Important:

Item Searcher fields are required for the Quotes feature to function and are added to field sets that are already established. Do not replace established fields with these fields. See Define Field Sets for detailed information about field sets.

To confirm Item Searcher fields are defined:

  1. Go to Commerce > Websites > Website List.

  2. Click Edit next to your website.

  3. Go to the Field Sets tab.

  4. Confirm Item Searcher fields are in place as defined in the following table.

  5. Add any missing Item Searcher fields to the Item Searcher field set as defined in the following table:

    Name

    Field Set ID

    Fields to be Added to Field Set

    Items Searcher

    itemssearcher

    itemimages_detail: Item Images (Detail)

    displayname: Display Name

    itemid: Name

    storedisplayname2: Store Display Name 2

    urlcomponent: URL Component

    custitem_ns_pr_count: Product Reviews Count (Custom)

    custitem_ns_pr_rating: Product Reviews Rating (Custom)

    minimumquantity: Minimum Quantity

    itemoptions_detail: Item Options (Detail)

    matrixchilditems_detail : Matrix Child Items (Detail)

    isinstock: In Stock

    showoutofstockmessage: Display Out-of-Stock Message

    outofstockmessage: Out of Stock Message

    onlinecustomerprice_detail: Price for Current Customer (Detail)

    pricelevel1: Retail pricelevel1_

    formatted : Retail (Formatted)

    itemtype: Type

    ispurchasable: Available for Purchase

  6. Click Save.

Set Up Search Fields

Create specific search fields in NetSuite to let customers search your site for items by Item Name or Stock Keeping Unit (SKU).

Note:

This step is required for a search to function, even if the customer chooses not to search by SKU.

To set up Search Fields for Quotes:

  1. Go to Commerce > Websites > Website List.

  2. Click Edit next to your website.

  3. Go to the Search Index tab and the Search Fields subtab.

  4. Add the following Search Fields and Type of Match in the order listed in the following table:

    Search Field

    Type of Match

    Name

    Starts With

    Name

    Exact

    Name

    Keyword

See Select Search Fields for detailed information about Search Fields.

Customize the Standard Quote Form to Display the Shipping Address

Commerce websites use NetSuite’s Estimate/Quote record to manage each quote. To view Estimate/Quote records, go to Transactions > Sales > Prepare Quotes > Lists. Select Default from the View list to view all Estimate/Quote records.

An Estimate/Quote record uses the Standard Quote form, which does not display shipping information by default. Customize the Standard Quote form to let the customer perform the following actions:

To customize the Standard Quote Form:

  1. Go to Customization > Forms > Transaction Forms.

  2. Click Customize next to the Standard Estimate/Quote form.

  3. Go to the Screen Fields tab and the Shipping subtab.

  4. Complete the following steps in the Ship To row:

    • Check the box in the Show column.

    • Select Shipping Address from the Field Group list.

  5. Click Save.

Enable Online Ordering and Customer Access Features

Verify that the Online Ordering and Customer Access features are enabled to let customers convert quotes to an order.

To enable Online Ordering and Customer Access features:

  1. Go to Setup > Company > Enable Features.

  2. Go to the Web Presence tab.

  3. Under Access, check the Online Ordering and Customer Access boxes.

  4. Click Save.

Note:

If the Online Ordering and Customer Access features are not enabled, the Review and Place Order button is not displayed in the customer’s quote records on your website.

After a customer makes a purchase from a quote, the quote is closed and NetSuite creates a Sales Order record linked to the original Estimate/Quote record.

Related Topics

Quotes for Commerce Websites
Configure Quotes Properties
User Experience

General Notices