1. Commerce
  2. NetSuite Point of Sale (NSPOS)
  3. NSPOS Administrator Guide
  4. Environment – Required
  5. Set up a Register
  6. Add an RA-Workstation Record in NetSuite

Add an RA-Workstation Record in NetSuite

The 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. You need this record before you can stage a register.

Warning:

Workstation location: You cannot change the Location setting after saving the workstation record.

This restriction prevents synchronization issues. If you move a register to another store, create a new RA-Workstation record for the new location and then inactivate or delete the old workstation record. Stage the moved register using 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 helps you to identify 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.

      NSPOS 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 NSPOS, this opens the Payment Provider section. For the steps to set up Shift4 , Vantiv (MPS) or FreedomPay, see Payment Gateways.

    • Provisioning section – Leave this blank until you're ready to stage (install) NSPOS on the register.

  8. Complete optional fields as desired:

    • Inactive – Leave this box blank. Only use this option 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

General Notices