MerchantE supports the connection of point-of-sale (POS) terminals to NetSuite. To do this, you will need a configured supported terminal and the MerchantE Integrated Terminals bundle. Once you link your configured terminal to NetSuite, you will be able to send transactions to NetSuite directly from the POS terminal.
Supported Devices
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Desk 3500 | Desk 5000 | Lane 3000 | Move 5000 |
Install the Integrated Terminals Bundle
Navigate: NetSuite → Customization → SuiteBundler → Search and Install Bundles
From the SuiteBundler submenu of the Customization menu, select Search and Install Bundles.
In the Keywords window, input “MerchantE Integrated Terminals” and click Search.
Select and open MerchantE Integrated Terminals link.
When installation window opens, click Install. You will see a green checkmark when the bundle has been successfully installed.
Enable the Integrated Terminals Bundle
Navigate: NetSuite → Setup → MerchantE Integrated Terminals → Settings →New MerchantE Settings
Under the MerchanteE Integrated Terminals submenu of the Setup menu, select Settings.
Click New MerchantE Settings.
Fill in the settings fields.
Custom Form – Select the form to use for the settings.
Name – Enter a name for the settings.
Inactive – Uncheck this box to make integrated terminals active.
Enable Pre Authorization on SO – Enable to allow pre-authorizations for sales orders.
Enabled for SCIS – Check to enable for SuiteCommerce InStore (SCIS).
Enabled Record Types – Select the record types to associate with terminals. The record types should include all transaction types carried out by the terminals.
Payment Method – Set the payment method for MerchantE Integrated Terminals.
Payment Method Error – Set the error for MerchantE Terminals Error.
Save Terminal Selection – Save the terminals selected for the profile.
Notes – Add notes for communications to the MerchantE Setting.
Files – Add files to the MerchantE Setting.
Terminals – Add new terminals to the MerchantE Setting.
Click Save.
Adding a Terminal
Navigate: NetSuite → Setup → MerchantE Integrated Terminals → Settings
Caution: Do not include special characters in the terminal name.
Note: The terminal will only be available when this location is selected for the sale.
Under the MerchanteE Integrated Terminals submenu of the Setup menu, select Settings.
Select the Edit link for the MerchantE Setting. The Terminal Settings screen appears.
Select the Terminals tab and click New MerchantE Terminals. The MerchantE Terminals screen appears.
Fill in the fields.
Name - Add a name for the terminal.
Inactive - Check to make the terminal inactive and remove all references to this record from your account.
TSN - Enter the last 16 digits of the terminal serial number.
Location - Select the location of the terminal.
Click Save.
Creating a Sales Order
Navigate: NetSuite → Transactions → Sales → Enter Sales Orders
Note: The Location on the Sales Order and the Location of the Terminal must match.
In the Sales submenu of the Transactions menu, select Enter Order. The Order screen appears.
Enter the following information:
Order – Automatically assigned by NetSuite.
Customer – Select the customer.
PO # - Enter the PO number.
Terms – Select the payment terms.
Date – The date of the sale. Automatically set as the current date.
Promise Date – Date the order will be fulfilled.
Subsidiary – Select the subsidiary of the customer.
Location – Select the location where the sale is taking place. This will determine which terminals are available to complete the sale.
Class – Select the class.
Department – Select the department.
Form – Select the order form to use.
Add the items to the Sales Order using the Items tab.
Click the button for the action to take.
Authorize CC
Charge CC
Select the terminal at the Location.
Click Process.
Complete the transaction on the terminal.
Accept the response and Save the Sales Order to record the transaction.
Creating a Cash Sale
Navigate: NetSuite → Transactions → Sales → Enter Cash Sale
In the Sales submenu of the Transactions menu, select Enter Cash Sale. The Cash Sale screen appears.
Enter the following information:
Sale # - Automatically generated by NetSuite.
Customer – Select the Customer.
Subsidiary – Select the subsidiary of the customer.
Location – Select the location where the sale is taking place. This will determine which terminals are available to complete the sale.
Project – Select the project.
Check # - Enter the check number if paying by check.
Memo – Enter notes.
Date – The date of the sale. Automatically set as the current date.
Posting Period – The period where the transaction will post.
Form – Form of the cash sale.
Add the items to the Cash Sale using the Items tab.
Click the Charge CC button.
Select the terminal at the Location.
Click Process.
Complete the transaction on the terminal.
Accept the response and save the Cash Sale to record the transaction.
Making a Deposit
Navigate: NetSuite → Transactions → Bank → Make Deposits
In the Bank submenu of the Transactions menu, select Make Deposits. The Deposits page appears.
Deposit – Assigned when the deposit is made.
Account – Select the account to receive the deposit.
Amount – Calculated from the Cash Sale(s) selected.
Date – Date the deposit is made.
Posting Period – Select the statement where the deposit will appear.
Memo – Any notes for the deposit.
To Be Printed – Adds the deposit to the printing queue.
Check the boxes for the transactions to be deposited.
Click Save.
The Deposit record appears. The record will display the transactions included in the deposit.
In8Sync FinalPOS
The integrated terminals can be used as outlined above with the native NetSuite interface or in conjunction with a Point-of-Sale storefront. The MerchantE Integrated Terminals bundle was developed to work specifically with In8Sync FinalPOS.
FinalPOS was developed to replace NetSuite SuiteCommerce InStore (SCIS) to meet your business needs. This bundle integrates NetSuite functions into an easy-to-use POS and solves the performance problems encountered with SCIS.
For more information, see FinalPOS.
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