Netsuite e commerce training doc

Training Document
#Netsuite Ecommerce

# Table

1. Netsuite Overview
2. Site Builder
3. Themes
4. Various Tabs used in Themes
5. Setup Website
6. Layout/Templates

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7. Tags used in HTML pages and site templates
8. Information Item
9. Tabs
10. Categories
11. Customized Text
12. Tags
13. File Cabinet
14. Content Manager
15. Customers
16. SSP application
17. Saved Search

# Overview

Netsuite provides a full complement of front end, back end and ecommerce
functionalities available on SaaS based infrastructure, providing small and medium
sized businesses with accurate and up-to-date information needed for on the fly
decision making in the dynamic market conditions of today.

2

Delivered as a webservice, Netsuite enables businesses, big or small, to manage and
share their data from a single system. Delivered via the internet, Netsuite combines
accounting/ERP, Customer Relationship Management (CRM), Inventory Management,
Incentive Management in single powerful platform for businesses big or small.
There is no hardware to procure, no costly installations, no lock-in contract, no costly
upfront investments and no maintenance worries allowing businesses to operate on
the fly and benefit from -
● Scalable and streamlined operations leading to greater productivity;
● Data availability on demand without any constraints regarding time or place;
● Single system for managing contact to contract to sales to customer service
process;
● Savings in IT costs and time and company resources

Reference: Netsuite video tutorial

# Site Builder
Whether you chose basic customization, or advanced customization, you can use
point-and-click Site Builder tools to accomplish setup tasks. You can track product
inventory and sales-related transactions (including returns) in your NetSuite account.

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When you create your web store, there are several ways to construct the site to address
both the needs of your business and the needs of your customers. Building a web store
with Site Builder requires little if any knowledge of HTML.

# Themes

Go Setup > Site Builder > Themes

Create a unique e-commerce site as you maintain your item, category, and tab information
in NetSuite. Using site themes gives you great flexibility in site design and maintenance.
Site themes are based on Item/Category templates and Layouts. You can use a site theme
to define the look and feel of tabs, sidebars, headers, and footers on your web site.

4

We can customize the themes that are already available in Netsuite Themes or can start
from scratch. Let’s customize the Gproxy Design theme , also can Preview theme (at right
hand).

We can also delete the existing theme by Actions > Delete.

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*If website template is already in use, need to make changes in website setup from Setup >
Site builder > Set up website.
# Various tabs used in Themes
General subtab
1. In the Page cellpadding field, enter a value for the amount of space you want to appear
outside the tables in your HTML.
2. For example, to include no space between your tables, enter 0.
3. In the Color Theme field, select the color background scheme to use for this theme. You
can override this theme by selecting a theme on the Set Up Web Site page.
4. You can create your own color theme at Setup > Site Builder > Setup Tasks > Color
Themes > New.
5. In the Site Font field, select the default font to use for text in your site.
6. In the field named Addition to <head>, enter any HTML you want to appear in the
<head> section of your web site.
7. This section is useful for referencing script files, defining scripts your pages need or
adding a message in the title of your window.
8. In the <body> tag attributes field, you can control the attributes of the page <body> tag.
9. For example, you can control the page background color, default text color, link color and
margin width. Enter custom values to override the default values for the <body> tag of
your site. Leave this field empty to use default body tag attributes.

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Body subtab
1. In the Logo and Tabs Template field, enter the HTML that defines the top of the page,
including your logo and tab bar.
2. In the Content Area Template field, you can customize the central content area where
your categories and items are displayed. This example inserts lists of items available on
the tab you are viewing.
<td valign="top" width="100%">
<table width="100%">
<NLCOLUMNCONTENTS>
</table>
</td>

3. In the Left Sidebar Width field, enter a width in pixels for the size of the left column in your
web site.
4. In the Left Side Navigation Template field, enter HTML for the table on the left side
navigation of all pages.
<td valign="top" width="<NLSIDEBARWIDTH>">
<table>
<NLCOLUMNCONTENTS>
</table>
</td>
5. In the Right Sidebar Width field, enter a width in pixels for the size of the right column in your
web site.
6. In the Right Side Navigation Template field, enter HTML for the table on the right side
navigation column on the Home page, and My Account tab on your web store. For example, you can
enter the following:
<td valign="top" width="<NLSIDEBARWIDTH>">
<table>
<NLCOLUMNCONTENTS>
</table>
</td>
7. In the Footer Template field, you can customize the footer of your site pages. This example
places a copyright statement in the footer.

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<table border="0" cellspacing="0" cellpadding="0" width="100%">
<tr>
<td class='smalltextrt' align='right'>
Copyright © 2004 Your Company Name. All rights reserved.
</td>
</tr>
</table>
Tabs and Buttons
1. In the Active Tab Template and Inactive Tab Template fields, you define how the active
tab (the tab a customer is viewing) and the inactive tabs appear. If you create an active tab
template, you must also create an inactive tab template.
2. This example creates a tab bar with a dark blue active tab and light blue inactive tabs. The
color of the text on the tabs in defined by the color theme selected at Setup > Site Builder
> Set Up Web Site.
Active Tab Template :
<td width="2"></td>
<td bgcolor="darkblue">
<a href='<NLTABLINKURL>' <NLTABLINKATTRIBS>>
<NLTABLABEL></a> </td>
<td width="2"></td>
Inactive Tab Template :
<td width="2"></td>
<td bgcolor="lightblue"> <a href='<NLTABLINKURL>'
<NLTABLINKATTRIBS>><NLTABLABEL></a>
</td>
<td width="2"></td>
3. In the Add to Cart Button field, you can customize the button that customers click if they
want to buy an item. This example creates a button with text “Buy Now!”.
<NLADDTOCARTOPTIONS>
<tr align='left'>
<td class='smalltext' width='1%'>
<NLADDTOCARTITEMID><NLADDTOCARTQUANTITY>

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</td>
<td>
<INPUT type='button' class='bgbutton' value='Buy Now!'
id='addtocart' name='addtocart'
onkeypress="window.event.cancelBubble=true;"
onclick="<NLADDTOCARTCLICKSCRIPT>">
</td>
</tr>
4. In the Add to Cart Button on Dense Lists field, you can customize the button that
customers click if they want to buy an item. This example creates a button with text “Buy
Now!”.
<NLADDTOCARTOPTIONS>
<tr align='left'>
<td class='smalltext' width='1%'>
<NLADDTOCARTITEMID><NLADDTOCARTQUANTITY>
</td>
<td>
<INPUT type='button' class='bgbutton' value='Buy Now!'
id='addtocart'
name='addtocart' onkeypress="window.event.cancelBubble=true;"
onclick="<NLADDTOCARTCLICKSCRIPT>">
</td>
</tr>
Sidebars subtab
1. In the Default Portlet Template field, enter the HTML to define the framing around any
portlets displayed on your site that you do not define in step 2 below.
2. This HTML must start with <td> and end with </td>. For example, you can enter the
following:
<td>
<table width="<NLSIDEBARWIDTH>">
<tr>
<td><NLPORTLETTITLE>
</td>
</tr>
<tr><NLPORTLETCONTENTS>
</tr>
</table>
</td>
3. Using the same format as the Default Portlet Template, enter HTML between <td> and
</td> tags for the following portlets:
○ Cart Summary

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○ Currency Selector
○ Language Selector
○ Search
○ Search Form
○ Site Navigation
4. To apply these templates, you must set these portlets to display at Setup > Site Builder >
Setup Tasks > Set Up Web Site.
5. In the Navigation Show Top-level Links field, choose the type of menu you want to
display in your navigation portlet:
○ All Tabs – Shows contents of all tabs
○ Current Tab – Shows contents of the tab being viewed
○ Categories – Shows contents of the category being viewed
Misc subtab
1. For each of the following, you can enter custom HTML or select an image for the different
kinds of bullets in your web site:
○ Bullets – This replaces the bullets next to login links or any bullets that are not
part of a hierarchical list.
○ Item Bullets – This replaces the bullets next to items in the left-column,
navigational portlet.
○ Open Category Bullets – This replaces the bullets next to categories that are
open and showing subcategories or items in the left-column, navigational
portlet.
○ Closed Category Bullets – This replaces the bullets next to categories that are
not open in the left-column, navigational portlet.
2. In the Separator HTML field, enter the HTML you would like to appear between items in
item lists.

You can override your site theme's appearance (color theme, tab style, portlet style, etc.)
based on appearance settings at Setup > Site Builder > Setup Tasks > Set Up Web Site.

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# Setup Website

Sno Website
Setup Tabs
Field Description
1 Setup 1.http://shopping.na1.
netsuite.com/
2. CheckoutURL
1. If you do not have your own domain
name, enter the name of your site as
one word, all lower case and without
punctuation. This name appears in

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https://
3. Web Site Home Page
Type
4. Web Site Home Page
5. Default Hosting Root
6. Web Site Scope
7. Price Level
8. Scripting Template
(Credit Card)
9. Scripting Template
(Invoice)
10. Show Uncategorized
Items
11. Show Cookie
consent Banner
12. Cookie Policy
your Web address after
http://shopping.netsuite.com/site-nam
e.
2. These are secured url used in checkout
and my account access.
3. Choose the type of Home page you want
to display for your site.Web Site Tab –
Use a tab created in NetSuite as your
Home page.Web Page – Use an HTML
page you create and store in your
NetSuite File Cabinet as your Home
page.
4. Choose the Web page or Web site tab
you want to appear as your Home page
in your Web site.If you chose Web Site
Tab in the Site Home Page Type field,
choose a tab you have created in
NetSuite.If you chose Web Page, choose
an HTML page from your NetSuite File
Cabinet.
5. Select the folder in the file cabinet,
under Web Site Hosting Files, where
your site is stored.
6. Select the type of web site or store you
want to operate. Full Web Store –
Includes a shopping cart and checkout,
allowing customers to purchase items.
You must enable the Web Store feature
to see this option. Information and
Catalog, With Pricing – Includes
information and items from your
account with the online price for each
item but does not include the option to

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purchase.Information and Catalog –
Includes information and items from
your account without prices or the
option to purchase.Information Only –
Includes information from you account
but does not publish item names,
descriptions, or prices.
7. Select the price level for this site.
8. In this field, select the sales order form
to which you attached custom
SuiteScript for use in the shopping
cart.You can customize any of the
following types of forms:Standard Sales
Order - Cash Sale, Standard Online
Sales Order - Cash Sale (External).
9. In this field, select the sales order form
to which you attached custom
SuiteScript for use in the shopping
cart.You can customize any of the
following types of forms:Standard Sales
Order - Invoice, Standard Online Sales
Order - Invoice (External).
10. Check this box to display items in
search results that have the Display in
Web Site box checked, even if they are
not published in your Web site.This can
be useful if you have not categorized an
item that is for sale.
11. Check this box to publish a banner
requesting that shoppers comply with
the use of cookies on your site.
12. Select the cookie policy file you

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stored in the file cabinet. Your cookie
policy displays when shoppers click the
link in the banner to learn more.
2 Appearance 1. Web Site Logo
2. Web Site Logo
Alignment
3. Web Site Theme
4. Default Item
Drilldown Template
5. Default Item List
Layout
6. Default Category List
Layout
7. Page Alignment
8. Description Font Size
9. Title Font Size
10. Zoom
11. Display Order of
Cart Items
1. Your store logo appears at the top of your
store or site. NetSuite recommends this
image be 200-pixels wide by 100-pixels tall.
2. Your logo appears at the top of your site.
You can choose to align your logo left, right
or centre.
3. Select an overall look and feel for your
site.If you use the Advanced Site
Customization feature, you can edit and
create your own site themes at Setup > Web
Site > Web Site Themes. You can use the
settings on this page to override the default
appearance settings of the theme, such as the
color theme or site font.
4. Select the item/category template that
should be used to display item pages. Items
are displayed in template format when a site
visitor clicks the name of the item from a list
to view more details.
You can override this default by selecting
templates for individual items on item
records.Create new templates at Setup > Web
Site > Item/Category Templates > New. If you
have selected a site theme, changing this

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default setting overrides the setting for the
theme.
5. Select the default layout for lists of items
in your site. You can set list layouts on
individual categories and tabs to override
this default.
This setting overrides the default set on the
site theme.
Create new layouts at Setup > Web Site >
Layouts > New.
6. Select the default layout for lists of
categories or subcategories in your site. You
can set category list layouts on individual
categories and tabs to override this default.
This setting overrides the default set on the
site theme.
Create new layouts at Setup > Web Site >
Layouts > New.
7. Select how to align your site content in the
browser window.
8. Enter the font size you want to use for item
and category titles in your Web site.
9. Zoom controls the scaled size of your
NetSuite Web site. 100%
10. Show Navigation Portlet Check this
box to include the Item Navigation portlet in
your site.
This portlet appears on the left side of your
site and lets customers navigate between
items and categories.
You can set preferences for this portlet on
site themes if you use the Advanced Site
Customization feature.

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11. To customize the order of items in the
shopping cart, select one of the following:
Most Recently Added First - Every time an
item is added to the cart, it is added to the
top of the list of items in the shopping cart.
Most Recently Added Last - Every time an
item is added to the cart, it is added to the
bottom of the list of items in the shopping
cart.
Most Recently Added First
3 Shopping 1.Require authorization
for credit card
transactions
2. Web Store Out Of
Stock Items
3. Drop Ship/Special
Order items are always
in stock
4.Pass URL Promotion
Code to Checkout
5. After shopper adds
an item to cart
6. Pass URL Promotion
Code to Checkout
7. Sales Order Type
8.Credit Card Form
9. Invoice Form
1. Check this box to require authorization
for your customer's credit card before
you accept an order.
1. Select an option for displaying items
that my be out of stock on your site.
For Suit ecommerce Advanced sites: Check
the box to display out-of-stock items on your
site. Clear the box to omit items that are out
of stock.
2. Check this box to treat items marked as
drop ship or special order as in stock items.
If you clear this box, drop ship and special
order items use the preference you set in the
Web Store Out Of Stock Items field.
To mark an item an item as drop ship or
special order, edit the item record and check
the Drop Ship Item box or Special Order Item
box on the Basic subtab.
3. Select an option for how the web site
shopper should be directed after adding an
item to the cart.
4. Check this box to automatically apply

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10. Customer
registration
11. Display Company
filed on registration
page
12. Mandatory
13.Create customers as
companies
13.Shipping-informatio
n is required
14. Ask for shipping
address first
15. Require Terms and
Conditions
promotion codes passed through a link to
items added to the shopping cart.
When a shopper clicks a link with an
appended promotion code that has an
associated discount, the shopper will see the
discount itemized and reflected in the order
total on the last page of checkout.
5. Select whether NetSuite should generate
cash sales or invoice forms when you
approve sales orders from your store. To let
your customers decide how they want to pay,
select Per Customer Basis.
6. If you select Per Customer Basis in the
Sales Order Type field, select the form that
should be generated when customers pay by
credit card.
should be generated when customers pay by
credit card.
should be generated when customers choose
to be invoiced. We need to set the customer’s
terms to provide this feature in website.
9. Choose one of the following to restrict or
allow customer registration in your Web site:
Select disabled if you do not require that
shoppers register on your site to complete
the checkout process.
10. Check this box to let customers enter a

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company name during the checkout process.
11. If you checked the field named Display
Company Field on Registration Page, then
check this box to make the Company field
mandatory.
Clear this box to make this field optional.
You must check this box to create customer
records of company type
12. Check this box to have all customers who
register in your site created as Company
type. You must also check the Mandatory box
to have customers created as companies.
Clear this box to have all customers created
as Individuals.
Customers created as individuals can also be
saved as contacts and have a first and last
name saved on record with an optional
Company field. Customers created as
companies have a Contacts subtab for
individuals in the company and a mandatory
Company field.
13. Check this box to require shipping
information to be entered before checking
out of your Web store.
14. Check this box to ask for customers'
shipping addresses before their billing
addresses during the Web store checkout
process.
15. Check this box to have customers to
agree to the terms of the product or service
they are buying before checking out of your

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store.
This places an “I Agree” checkbox that
customers must check to show that they
agree to your terms. They can view the full
terms and conditions by clicking a link that
opens a popup window.
If you use the Advanced Site Customization
feature, you can customize the name of this
checkbox at Setup > Web Site > Customize
Web Site Text
4 Email
1. Document Type
2. Output Line Breaks
as <br>
3. Automatically
Download published
site media items
1. Enter the code for the document type
declaration of your Web site.
This tells the browser the type of code you
are using in your site. For example, if you are
using transitional XHTML 1.0 , your
document type declaration is:
<!DOCTYPE html PUBLIC "-//W3C//DTD
XHTML 1.0 Transitional//EN"
"http://www.w3.org/TR/xhtml1/DTD/xhtml
1-transitional.dtd" >
2. Check this box to convert any line break in
descriptions fields for items, tabs or
categories you've created in NetSuite to the
BR tag.
3. Check this box to automatically download
a file or folder when you click the Download
link in the file cabinet

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5 Touch
points
After Uploading SSP Application Files to the
File Cabinet, you can select supported touch
points on the SSP Application record. Touch
points point to files in the file cabinet.
After selecting supported touch points on the
SSP application record, you link your site or
domain to one or more of the supported
touch points by defining them on site and
domain records.
For each supported touch point, NetSuite
links to a page hosted by the SSP application.
A single SSP application can be
integrated at multiple touch points. You can
define one or more supported touch points
on the SSP Application record by associating
each touch point with a website URL.
For each URL, you have the option of defining
parameters.

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For the Demoshop site, our top navigation tabs will be following:
1. Home
2. Categories
3. My Account
4. Static pages as ( About us )
5. Contact us
UserInfo:
1. Login
2. Register
3. Cart
4. Checkout
5. Search box ( Link :DemoSite )

# Layout
Setup > Sitebuilder > Layout
item/Category Template:
Setup > Sitebuilder > item/category template
You can use item/category templates to customize the look and feel of several types of Web site
pages:
● category lists
● item lists
● lists of related items
● lists of upsell items
● item detail pages
● information item detail pages
Steps:
● Go to Setup > Site Builder > Setup Tasks > Item/Category Templates > New.
● In the Name field, enter a name for this template.
● (Optional) In the Description field, enter a description for your template.

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● In the Template HTML field, enter HTML within <td> start and end tags to create your
item/category template. The HTML you enter here specifies how content is displayed.
● Or customize existing template.

Note that when you create a template for category list pages, you must include the
<NLITEMLIST> tag in the template HTML so that categories display properly on the page.

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Apply into Layout:

#Tags for Use in HTML Pages and Site Templates

NetSuite's web site tags allow you to display tab, category, and item information in HTML files you
host from the file cabinet or the custom HTML you use in your web site Themes.
To use web site tags, the Advanced Site Customization feature must be enabled in your NetSuite
account. To host HTML files in the file cabinet, you must use the Host HTML Files feature. To enable
these features, click the Web Presence subtab at Setup > Company > Enable Features.
You can use web site tags to do the following:
● To edit or customize site themes
● To integrate a site that you host in NetSuite with a NetSuite shopping cart, checkout or
other presentation tabs created in NetSuite

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<NLGLOBALSEARCHHTML>
<%=getGlobalSearchHTML()%>
Logo and Tabs
Left-Side Navigation
Right-Side Navigation
Footer
Content Area
Includes the standard
Search portlet in your
web site, including
hosted pages. This tag
returns a <td> of the
search form HTML. The
search form may be
used one time on any
page.
<NLCARTURL>
<%=getCartUrl()%>
Logo and Tabs
Creates a link to the
Shopping Cart page
when you use it with an
href. This tag must be
used instead of a
hard-coded link to
ensure security.
<NLCHECKOUTURL>
<%=getCheckoutUrl()%>
Logo and Tabs
Checkout page when
you use it with an href.
This tag must be used
instead of a hard-coded
link to ensure security.
<NLLOGINURL>
<%=getLoginUrl()%>
Logo and Tabs
Login page for the web
store when used within
an href. This tag must
be used instead of a
hard-coded link to
ensure security.

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<NLPROCESSONCE> Any Use this tag to surround
HTML code in all areas
of the site theme. When
the page is displayed,
only the first portion of
HTML surrounded by
the NLPROCESSONCE
tag is shown.
Subsequent blocks of
HTML surrounded by
the NLPROCESSONCE
tag will not be
displayed.
For example, when you
customize a site theme,
you may see an image
or a greeting message
displayed twice. Use the
NLPROCESSONCE to
resolve the problem.

#Information Item:

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An information item is a way of communicating with your customers. Information items can include
news articles about your company, pictures, graphics, and more.

Information items appear on tabs in your web site. You can group similar information items in
categories.
You can create two different types of information items:
Type of Information
Item
Description Examples
Text and Images Displays text and a graphic or
picture for your customers to
view online.
Use this type to post directions and a
picture of your physical location to
customers.
Formatted Text Displays only text on the item
detail page.
Use this to include press releases on
your web site.

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# Tabs
List > Website > Tabs

You can create presentation tabs in NetSuite for display on your web site or intranet site.
Presentation tabs are pages on your web site. If you use the Advanced Site Customization
feature, you can select a custom template for displaying content on your site.

To create a presentation tab for display on your web site:
1. Go to Lists > Web Site > Tabs.
2. Click New Presentation Tab.
3. You can also create a tab while using the Web Site Content Manager at Lists > Web Site >
Content Manager.
4. In the Label field, enter a name for this tab. Your customers click what you enter here to
view the items on that tab.
5. You can enter up to 30 characters of letters and numbers. You cannot enter HTML in this
field.
6. If you use the Multiple Web Sites feature, choose the web site where you would like the
tab to display in the Site field.
7. Check the Display in Web Site box.

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8. Click Save. Your tab now automatically appears in your web site.

● Greeting – Enter a greeting for this tab. This greeting appears above your tab message. You
can enter up to 4,000 characters of letters, numbers, and HTML.
● Message – Enter a message for this tab. This message appears below the greeting on your
tab. You can enter up to 4,000 characters of letters, numbers, and HTML. On your Home tab,
the message appears below content in the Flash® or image field.
● Page Title – Enter a page title for this tab which is added to the HEAD element of the HTML
source code for this page.
● URL Component – This field is displayed only after you turn on the Descriptive URLs feature.
Enter a name which will appear in the URL for this page. If you do not enter a URL
component, the text in the Label field is used in the URL.
● Meta Tag HTML – Enter a META tag which is added to the HEAD element of the HTML source
code for this page.
● Category List Layout – Select a layout for the list of categories displayed on this tab.
● Item List Layout – Select a layout for the item lists you place on this tab.
● Related Items List Layout – Select a layout for your related items list. Use related items to
cross-sell items that complement each other.

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To organize presentation tabs:
1. Go to Setup > Site Builder > Setup Tasks > Set Up Web Site.
2. If you use the Multiple Web Sites feature, click Edit next to the site you want to organize.
3. Click the Appearance subtab.
4. On the Tabs subtab, select a row, and drag it to the position where you want it to appear

# Categories
List > Website > Categories

To organize information and items for sale on your web site, put them in categories.
Categories must be associated with presentation tabs for them to display on your web site.
Use the presentation tab record to organize which categories display on a tab and in which
order.

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Adding Items to Web Site Categories
Use the Basic subtab on the category record in NetSuite to choose items and subcategories for
display in a certain category.
Note that when editing and saving a category with more than 10,000 items, any changes you make
to the sublist are not processed or saved. Editing tasks include: adding new items, deleting old ones,
and reorganizing items in the category. This is done to reduce the potential for slow Web site
performance.

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● Select a thumbnail image for your category in the Thumbnail field. This thumbnail appears
with your category in your web site.
● Select an image for your category in the Image field. This image only appears in your web
site with a layout that uses full-size images. If you select an image and do not select one of
the Basic layout templates, or a custom layout template that you create, only the thumbnail
image appears.
● On the Site Category page, enter a name in the Category field.
● If you use the Multiple Sites feature, select the site where you want the category to display.
● In the Subcategory of field, choose a tab or parent category from the list.
● For example, if this is a category you want to appear on your Catalog tab, select Catalog.
● In the Category List Layout field, select a layout for the list of subcategories you place in
this category.

# Customize Text
List > Website > Customize text

You can use groups to organize the custom text you create for any of the system-generated text that
appears on your web site.
If you use multiple web sites, you can differentiate the branding on each site by customizing the text
on each site. If you operate one web site, you can create multiple web site text groups to experiment
with different custom text options.

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To create a web site text group:
1. Go to Setup > Site Builder > Customize Text > New.
2. Enter a name and description for a new group. The description is optional. If you are
creating custom text groups to support multiple languages on your site, name the text
group for the language into which you want to translate text.
3. Click Save.
4. Click Customize to modify the text group you created in the previous step.
5. Click Save when you are finished.
6. (Optional) Click Edit to modify the name or description of an existing web site text group.
7. (Optional) Click View to see a list of sites where the text group is applied
If you have already associated the web site text group with a site, the site will be updated with any
customization changes after clicking Save.
To associate a web site text group with a site:
1. Go to Setup > Site Builder > Set Up Web Site.
2. Click the Appearance subtab.
3. In the Customize Text Group section, select the web site text group you want to display
on that site.
4. Click Save.

32

# Tags
Setup >Sitebuilder > Tags

In addition to entering your own custom HTML for items, categories, tabs, and item/category and
site theme templates you can also use various types of NetSuite tags to customize your web site.
Web site tags allow you to apply an advanced level of customization to your web site.
You can use attribute tags in most description fields, but to work with other types of web site tags,
you must use the Advanced Site Customization feature. You should have experience working with
HTML code to use web site tags most effectively.

Creating Attribute Tags
Use Attribute tags to display information from item, information item, category, and customer
records in site themes, item/category templates, and hosted HTML pages.
For example, you might use Attribute tags to display an image in the store detailed description field
of your NetSuite generated site, or to capture information retrieved from browser requests, or to
display an item from your NetSuite account on a hosted HTML page.

33

Attribute tags are supported in HTML files hosted in your NetSuite file cabinet, item/category
templates, site themes, and email messages generated from orders. To customize email messages
go to Setup > Site Builder > Setup Tasks > Customize Text.
To create an Attribute tag, use the tag component for recordType and an attribute for the
information you want to display from the record.
<%=getCurrentAttribute('item','storedisplayname')%>
Record Type
Tag Component
for recordType
Notes
Item item For more information
Information
Items
infoitem Only Text and Image or Formatted Text records are available for
use in Attribute tags.

Category sitecategory
Color Theme colortheme Tags with the colortheme component return colors for the current
color theme in #RRGGBB form.

Customer customer For more information
Custom record record ID
Order Email
Messages
salesorder
site Used for site-wide properties, such as capturing referrer
information from visitors on your site.

34

request Used for returning information about the session to include in
any custom JavaScript.

checkout Used in the Order Script Tracking HTML field at Setup > Site
Builder > Set Up Web Site on the Analytics subtab.

Thank You page confirmation Used to capture data from orders placed on your web site, and to
send this data to third-party reporting tools.

Tags Available for Web Store Email Templates:
All the tags listed below are supported in the Text Editor field on the Web Store Email Templates
page, and in template files you create and attach there. In the table below, tags are listed under each
email template type.

Email Type/Tag Description Tag Name
Order Received Messages
Billing address <NLBILLADDRESS>
Date and Time <NLCURRENTDATE>
Customer center link <NLCUSTCENTERLINK>

35

Customer name <NLCUSTOMERNAME>
Customer email <NLEMAIL>
Email footer <NLEMAILFOOTER>
Email header <NLEMAILHEADER>
Item list table <NLITEMLIST>
Order confirmation number <NLORDERCONFIRMATIONNUM
BER>
Order tracking message <NLORDERTRACKING>
Shipping address <NLSHIPADDRESS>
Shipping method <NLSHIPMETHOD>
Link to your store <NLSTORELINK>
Your company name <NLUSERCOMPANYNAME>

Using the Server-Side Include Tag:
You can use the server-side Include tag in your item/category templates and in the HTML pages
hosted in your NetSuite file cabinet.
<%=include('URL')%>
The server-side Include tag is useful for reusing a common piece of HTML code throughout your site,
such as a page header, a page footer or a navigation menu.

36

# File Cabinet
Documents > Files > File Cabinet

You can use the NetSuite File Cabinet to store and organize your business documents in much the
same way as you store any files on your PC. Files can be organized into folders, and either the folder
owner or an administrator can restrict access to them. You can upload most file types into the File
Cabinet.

To view files in your File Cabinet, go to Documents > Files > File Cabinet. Click on the required folder
icon to view individual files within that folder. Click on the required file icon to view the file. If the file
is an image file or PDF, a preview window will open and display the file. Other types of file will
automatically be downloaded. After uploading files to your file cabinet, you can attach them to
relationship records, such as customers, leads and contacts; or activity records, such as events and
cases. Click the Communication subtab to view a file attached to any NetSuite record.

NetSuite recommends working with files 100 MB or smaller. Note that factors other than the file size
may affect the time it takes to upload and download files larger than 100 MB, such as network
speed, time-out settings, and overall space limitations. Unless you have purchased additional
storage space, each NetSuite account comes with 10 GB of total storage space.

37

# Content Manager
List > Website > Content Manager

You can use the Web Site Content Manager to quickly add or edit the content in your Site Builder
site. Go to Lists > Web Site > Content Manager.
From a single page in NetSuite, the Content Manager lets you create tabs, categories, item records,
and if you use the Multiple Web sites feature, you can also organize these elements across multiple
Site Builder web sites.
Use the Content Manager to edit and organize the following elements in a Site Builder site:
● Tabs
● Categories
● Items
● Information Items (text and images)
● Forms

38

# Customer
List > Relationships>Customers

Customer records allow you to track all the following types of information on your customers in one
place, depending on the features you have enabled:
● Contacts
● Events, tasks, and calls
● Messages
● Opportunities
● Transaction history
● Items purchased
● Cases

To create a customer record:
❖ Go to Lists > Relationships > Customers > New.
❖ Under Primary Information:

39

➢ In the Custom Form field, select which form you want to use to create this
record.
➢ The Customer ID field will automatically fill with information you enter on this
record. You can clear the Auto checkbox to override this ID.
➢ Choose the type of customer record you are creating by selecting Company or
Individual in the Type field.
➢ This selection determines which fields and subtabs are used on this record.
➢ To enter the name of this customer:
■ If this customer is a company, enter the name of the customer in the
Company Name field,
■ If this customer is an individual, enter the name of the customer in the
Name fields. You can also enter the customer's company in the
Company Name field.
➢ The name you enter is used to generate the customer ID in the customer ID
field. To enter a customer ID manually, clear the Auto checkbox and enter the
ID.
➢ If this customer is an individual, enter his or her job title.
➢ If this is a child record of another record, select the existing parent record in the
Parent Company field.
➢ Select a status for this customer in the Status field.
➢ If this customer is a company, enter this customer's Web address.
❖ Under Email | Phone | Address, enter this customer's email addresses, and phone and fax
numbers.
❖ The Address field automatically fills with the default billing address you enter on the
Address subtab.

40

# SSP Application
The SuiteScript Server Pages feature is available for both Site Builder and SuiteCommerce Advanced
websites. This feature supports the packaging of SuiteCommerce website assets as SSP applications.
You can create SSP applications to customize your e-commerce website, and then link your site to
SSP applications by selecting touch points to specify entry page URLs.

41

SSP applications consist of .ssp files and a library of JavaScript files. The SuiteScript Server Pages
(.ssp files) make AJAX calls to SuiteScript files and support a clear delineation between frontend
(website display) and backend (business) logic. Supported touch points, such as View Homepage,
Log In, and Log out are defined on the SSP application record. All files in an SSP application are
grouped by author (application publisher), and stored together in the file cabinet in the Web Site
Hosting files folder.

SSP Application Structure
Each .ssp file represents a page that can replace a supported web store touchpoint. An .ssp file
includes presentation logic for the touchpoint. These .ssp files also allow you to add HTML and
generate dynamic content to be rendered in the browser.
Backend services are included in .ss files, typically one .ss file per service. Ajax calls from an .ssp file
provide access to .ss file services. Note that in addition to the SuiteScript API, both .ssp and .ss files
can use the Commerce API.

SSP Application Record
The SSP Application record provides a single NetSuite object that stores details about a
website customization. This record facilitates grouping of assets, debugging of script files,
and packaging of the customization for use in other NetSuite accounts. On this record, you
can create and view the following properties:
● Application Folder – the file cabinet folder where customization files are located.
● URL Root – the root used in web store links to SSP application assets.
● Supported Touch Points – the pages in the web store that should be replaced
with pages from the SSP application.

File Types for SSP Applications
Web store customizations implemented through SSP applications support the following file types:
● .ssp files: These files, known as SuiteScript Server Pages, are frontend pages that can be
written in HTML and/or server-side SuiteScript. They are similar to .jsp files, use a similar

42

tag convention, and support Includes so that code can be pulled from associated libraries.
You may invoke suitelets and RESTlets from .ssp files. Also, you can use .ssp files to
develop pages that use JQuery.
● .ss files: These files are request handlers written in SuiteScript, basically a specialized type
of suitelets. They can be frontend non-HTML pages, such as AJAX handlers, or they can be
backend pages that take an HTTP request and perform an action, such as writing HTML,
XML, JSON or JavaScript to the output stream or issuing a redirect.
● Both .ssp files and .ss files run against the server. These files support the full range of
existing SuiteScript APIs that run on the server, as well as the Commerce API designed to
support web store customizations

To build an SSP application:
1. Turn on the required features in NetSuite.
2. Write the SuiteScripts that will implement your web store customization, including .ssp
files to render the UI and .ss files to handle requests.
3. Create and assemble other assets needed for your SSP application.
4. Create an SSP Application record in NetSuite. As part of this task, you create the file
cabinet folder where the SSP application will be hosted.
5. Upload your SuiteScripts and other required assets to the file cabinet folder listed in the
SSP Application record.
6. Edit the SSP Application record to define supported touch points where the SSP
application will integrate with the web store.
7. Link the website to the SSP application in your NetSuite account.
8. If you are working with multiple SSP applications in a single account, determine which one
should be executed first.

43

# Saved Search

A saved search is a reusable search definition, that can have many advanced search filters and
results display options. If you have the Publish Search permission, you can share search results with
other users. Saved search results provide reporting and tracking and can serve as the basis for
business analysis and strategic decision-making.

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You can define the following as filter fields on the Criteria, Standard subtab of an advanced or saved
search: the selected record type's fields, related record types' join fields, and formulas. For some
types of searches, you also can define values from attached files as filters.
you defined summary types for any of your search results columns, you can apply additional filters
to the summary results page of this search.

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