Version: eXtendOrders 2.0.0.26 and above
Audience: Administrator, User

Overview

This feature allows you to create Pre-Configured Items with specified decoration options, so you can quickly capture configured Sales Order or Purchase Order item information. This saves time, as you won't need to re-enter configuration details on every order. You can automate the order entry configuration from the web or via integrations for some of your program items when using pre-configured items.

Accessing the Item Record's Order Configurator

In View Mode on the Item Record, a "Display Order Configurator" button is available on the Item/Deco subtab. Opening the modal will allow you to review the current configurations for a Pre-Configured Item.



By default, this feature is deployed on the Inventory Item and Non-Inventory Item types, but it can be configured other NetSuite item types as well.

Create Pre-Configured Item Order Imprint Configuration (OIC) Records

To configure Pre-Configured Item details, the same Order Configurator modal will be used as is used on a Sales Order record. The primary difference is that the modal will have a "Save Configuration" button and the "Create Lines" button will not be visible. Use the Order Configurator modal to configure your decoration details.

The "Save Configuration" button will create the Order Imprint Configuration (OIC) records and attach them to your Pre-Configured Item.


To learn more about the configurator UI, please see the related articles:

Pre-Configured Item Order Functionality

Once you have created the Pre-Configured Items, adding these items on a Sales Order or Purchase Order will attach the OIC records automatically (which in turn will let you the create line items from their configuration details).

For this behavior to function properly, a workflow will be deployed in your NetSuite account on the Sales Order and Purchase Order records. The workflow uses a custom workflow action eXtendOrders Copy PreConfig Items to OIC. If you want to further automate the generation of line items after the OICs have been copied, you can use the workflow action script eXtendOrders Create line Items From OIC in your workflow.
 
Notes:
  • By default, any line items added on a Sales Orders or Purchase Order which aren't part of a Pre-Configured Item will be removed during processing. Please contact eXtendTech Support (support@extendtech.net) if line items will be present on a Sales Order or Purchase Order which aren't part of a Pre-Configured Item and if those need to be retained.
  • By default, the Pre-Configured Items feature is enabled only on Inventory Items and Non-Inventory Items. Please contact eXtendTech Support (support@extendtech.net) if additional item types are required.