Version: eXtendOrders 2.1.0
Audience: Administrator

  1. To enable items to be decorated, they need to be assigned an eXtend - IMC Group. The IMC Group association controls which Imprinting Methods are available for the item. For Distributors, the typical value is “Default IMC Group”.

    For Suppliers, typically various IMC Groups are created depending on different Imprinting Method options and Setup / Run Charge pricing.

  2. To enable items to be Item Surcharges or Imprint Surcharges, they need to be classified using those preferences on its item record. The preferences below will determine whether an item is available in the item or imprint surcharge modals on the sales order. 
    1. eXtend - Item Surcharge 
    2. eXtend - Imprint Surcharge 

  3. To automatically source in Color, Size, and Vendor information from the item record to the sales order, the fields specified on the eXtendOrders Setup page should include field references to the associated values on the item record.

  4. Items to be used with eXtendOrders should not be marked as Drop Ship Item = True or Special-Order Item = True. eXtendOrders functionality will handle this – enabling these preferences will cause NetSuite to override eXtendOrders behavior. 

  5. When using eXtendOrders, you will always want to show the setup and other charge items' descriptions as specified on the sales order record. This ensures that the descriptions are copied over to the generated dropship/special order purchase order with the necessary decoration details for the purchase order vendor. To configure this, enable the "COPY FROM SALES ORDER" checkbox present on the item record. Doing so will copy the description specified on the sales order to the linked dropship/special order purchase order. See Show Sales Order Setup Item's Description on Associated Purchase Order for more information.