Use Workstation Groups to customize Features for Select Registers

You can assign subsets of your total NetSuite Point of Sale (NSPOS) registers to unique groups and then modify those groups to use different logos, button layouts, or other features unique to a portion of your business. For example, you can use one logo for your large retail locations and use another for your smaller outlets. Other uses are setting up unique tender rules and permissions to areas within the application.

To configure your registers to use a workstation group, first create an RA-WorkstationGroup record in NetSuite. Then edit the desired register RA-Workstation records to select the group using the Workstation Type list. You only need to modify workstation records that will use the group.

Next, modify the layout or other features from a single register that is assigned to the group. The changes will replicate to all other registers in the group. You will need to exit and restart NetSuite POS on each grouped register for the changes to take effect.

To set up a Workstation Group:

  1. Log in to NetSuite as an administrator.

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

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

  4. Review the list to ensure the group you want to create does not already exist.

  5. Click New RA-WorkstationGroup.

  6. Enter a Name for the new group.

  7. If desired, enter a User Note Title and Memo that describes how the group will be used. Click Add.

  8. Click Save.

To assign a Group to individual Registers:

  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. For the first register to assign, click Edit.

  5. For Workstation Type, select the desired workstation group.

  6. Click Save.

  7. Repeat as needed for the remaining registers to be grouped.

For general Customization of Registers within a Group:

  1. Sign on to a NetSuite POS register assigned to the group.

  2. Touch Ctrl+F10.

  3. Touch Group Settings.

  4. Make changes as desired.

  5. Touch Done.

For information on customizing layouts and other features, see Customize the User Interface and Security in NSPOS.

Related Topics

Set up a Register
Prerequisites for NSPOS
Add an RA-Workstation Record in NetSuite
Stage a Register in NSPOS 2020.1.X
Stage a Register in NSPOS 2018.2.X – 2019.1.X
Store Server Architecture
Set up a Self-serve Kiosk

General Notices