Version: eXtendOrders 2.1.0 and above
Audience: Administrator

Overview

This article provides steps for setting up and configuring items in eXtendOrders.

Prerequisites

Access to item records and the eXtendOrders Setup page in NetSuite.

Configuration

Item Decoration Setup

To enable items to be decorated:

  1. Assign an eXtend - IMC Group to the item.
  2. For Distributors, typically use "Default IMC Group".
  3. For Suppliers, create IMC Groups based on different Imprinting Method options and Setup / Run Charge pricing and apply that group to the item.
  4. For more information, see Configure an Item as an Item Surcharge or Imprint Surcharge for use in eXtendOrders.

Surcharge Configuration

To enable items as surcharges:

  1. Classify items by enabling these preferences on the item record:

    • eXtend - Item Surcharge
    • eXtend - Imprint Surcharge

  2. These preferences determine item availability in surcharge modals in the configurator UI.

Automatic Information Sourcing

To automatically source Color, Size, and Vendor information in the configurator UI:

  1. On the eXtendOrders Setup page, include field references to the associated values on the item record.

Item Settings

Do not mark items as Drop Ship Item = True or Special-Order Item = True. eXtendOrders will handle these. Enabling these preferences will cause NetSuite to override eXtendOrders behavior.

Description Display Configuration

  1. Enable the "COPY FROM SALES ORDER" checkbox on the item record.
  2. This ensures setup and charge item descriptions are copied from the sales order to the generated purchase order.
  3. For more information, see Show Sales Order Setup Item's Description on Associated Purchase Order.

Drop Ship and Special Order Settings

When using eXtendOrders to manage Drop Shipment and Special Order Purchase Order generation, it is recommended to turn off the "Limit Vendor List On Items" preference in NetSuite. When preference is enabled, eXtendOrders cannot dynamically assign main item and decorator vendors depending on your selections in the Configurator UI unless they align with the vendors who have been preassigned to the associated main items, surcharge items, and service items.
  1. Go to Setup → Accounting → Accounting Preferences
  2. Select the Order Management subtab
  3. In Drop Shipments & Special Orders, turn off "Limit Vendor List On Items"

Frequently Asked Questions (FAQs)

Q: Why shouldn't I mark items as Drop Ship or Special-Order in NetSuite?
A: eXtendOrders handles these functionalities. Enabling these preferences in NetSuite will override eXtendOrders behavior, potentially causing conflicts or unexpected results.

Q: How do I ensure decoration details are included on purchase orders?
A: Enable the "COPY FROM SALES ORDER" checkbox on the item record. This copies the description from the sales order to the linked purchase order, including necessary decoration details.

Q: Are there any NetSuite Item Types not supported in eXtendOrders?
A: eXtendOrders does not support the following item types:
  • Discount
  • Gift Certificate
  • Item Group
  • Markup
  • Payment
  • Subtotal