Add an RA-Workstation Record in NetSuite

The NetSuite Point of Sale (NSPOS) RA-Workstation record establishes a register in NetSuite ERP, enabling the exchange of information to occur through data synchronization. It defines the register’s location, ID, payment gateway for credit or debit tenders and other important information. This record must be in place before you can stage a register.

Important:

The browser types supported for staging a register depend on the NSPOS release. For NSPOS 2018.2.X or 2019.1.X, use a recent version of Internet Explorer or Microsoft Edge.

For NSPOS 2020.1.X or later, you can use any browser. For example, you can use Internet Explorer, Microsoft Edge, Mozilla Firefox, or Google Chrome.

Warning:

You cannot change the Location setting after saving the workstation record..

To prevent system issues, administrators cannot change the Location setting on the RA-Workstation record after creating the record in NetSuite. If you must move a register to another store, first create a new RA-Workstation record with the desired Location and inactivate or delete the old workstation record. Then stage the register for the new Location.

To add a register RA-Workstation record:

1. Log in to NetSuite as an administrator.

2. Go to Customization > Lists, Records & Fields > Record Types.

3. Locate the RA-Workstation row and click List.

4. Review the list to ensure the register’s record does not already exist.

5. Click New RA-Workstation.

6. Set Custom Form to RAPOS Workstation Form.

7. Complete the required fields:

   • Name – Enter a descriptive name that will assist you in identifying the register in the RA-Workstation list.

   • Location – Select the store in which the register will be used.

     Note:

     If the location currency is different from the subsidiary currency, the location currency will be used.

   • Lane Number – Enter the register’s lane assignment in the store.

   • Till Count – Enter the number of physical till (cash) drawers the register is capable of supporting. If the register has no till drawers, enter 1.

   • Workstation Type – Select Sales for a register that defaults to your standard setup. Or, if pre-configured, select a named RA-WorkstationGroup for a custom register subset Type.

     NetSuite POS does not support Mobile setups.

     Note:

     For information about using RA-WorkstationGroup records for a Workstation Type, see Use Workstation Groups to customize Features for Select Registers.

   • Payment Provider – Select the provider to be used for credit and debit card payment processing.

     For providers that require configuration to enable their payment gateway in NetSuite POS, this opens the Payment Provider section. For the steps to set up Shift4 , Vantiv (MPS) or FreedomPay, see Payment Gateways.

   • Provisioning section – Leave blank until you are ready to install NetSuite POS on the register. See Get the NSPOS 2018.2.X or 2019.1.X Download and Begin.

8. Complete optional fields as desired:

   • Inactive – Leave the box blank. Use this option only to take an existing register offline from the synchronization process.

   • Manufacturer Name – Enter the register brand.

   • Model – Enter the register model.

9. Click Save.

Related Topics

Set up a Register

Prerequisites for NSPOS

Stage a Register in NSPOS 2020.1.X

Stage a Register in NSPOS 2018.2.X – 2019.1.X

Store Server Architecture

Use Workstation Groups to customize Features for Select Registers

Set up a Self-serve Kiosk

General Notices