Version: eXtendOrders 2.1.88 and above
Audience: Administrator

Overview

eXtendOrders allows users to automatically set the quantity of an item or imprint surcharge to match the total quantity of the main items on an order. This is particularly useful when the surcharge directly corresponds to the number of main items, such as applying a polybag surcharge where the number of polybags needed equals the total quantity of the items being packed.

Prerequisites

You need access to create custom fields in NetSuite.

Configuration

Creating Item Field

To set surcharge items with the total quantity of main items, you need to create a dedicated checkbox field on your item records if one does not already exist. This checkbox designates which surcharge items should have their quantities automatically matched to the main item total quantity.

Updating the eXtendOrders Setup

Once the field is created, specify it in the "Copy Main Item Quantity On Surcharge Item" field. This field is located on the Additional Settings subtab: 
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Configuring Your Surcharge Items

Complete these steps to configure your surcharge items:
  1. Enable the Quantity Sourcing Checkbox - Edit the surcharge items you want to use with this feature and check the checkbox field you created earlier. This tells eXtendOrders to automatically source the quantity from the main items.
  2. Include Items in Surcharge Saved Searches - For your surcharge items to be selectable in the configurator, they must be included in the relevant surcharge saved searches defined in your eXtendOrders Setup.

Here's how to ensure your items are included:

  • Verify item presence in your specified surcharge saved searches before trying to select them in the eXtendOrders Configurator UI
  • Update the search criteria if an item is missing from a saved search to ensure it's properly included

On the eXtendOrders Setup page, navigate to the Saved Searches subtab and check these fields:

  • Surcharge Item Saved Search Id - Items in this saved search will be available for selection in main item surcharges
  • Imprint Charge Saved Search Id - Items in this saved search will be available for selection in imprint surcharges
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Frequently Asked Questions (FAQs)

Q: What happens if I don't check the quantity sourcing checkbox?
A: The surcharge item will use the default quantity of 1 instead of matching the main item quantity.

Q: Can I use this feature with imprint charges?
A: Yes, this feature works with both main item surcharges and imprint surcharges.