What it does, what it needs, where it stops
85 capabilities grouped by who uses them. Each row says whether it is released, what has to be configured, what it depends on, and any documented limit. Planned work is not listed.
Show
Ordering, catalogs, pricing, quotes and account access
For B2B buyers, sales reps, counter staff
Visual order form — sales order, cash sale, invoice or quote
Released- Configuration
- Order Form module; transaction type set per module
- Depends on
- NetSuite custom transaction forms per subsidiary
Product catalog — grid/list/gallery, categories, attribute filters, search, variations, images
Released- Configuration
- Catalog built by a NetSuite script; assigned per subsidiary and account
- Depends on
- NetSuite items; images in the File Cabinet
- Limitations
- Catalog cached for 24h; price changes appear after refresh
Customer-specific catalogs and exclusive items
Released- Configuration
- Catalog restrictions; per-page exclusive-item setting
Price levels, quantity breaks, discount items
Released- Configuration
- Maintained on NetSuite item and customer records
- Depends on
- NetSuite pricing
- Limitations
- Quantity breaks apply on the order, not shown as a table in the catalog grid
Header and line discounts
Released- Configuration
- Discount Header / Discount Item components; PIN limits optional
NetSuite promotions and coupon codes (auto-apply)
Released- Configuration
- Promotions set up in NetSuite
- Depends on
- NetSuite Promotions feature
- Limitations
- Rule types confirmed per client during scoping
Multi-currency
Released- Configuration
- Enable on the workflow and on each catalog
- Depends on
- NetSuite Multiple Currencies
- Limitations
- No client-side conversion; no mixed-currency carts
Kits, item groups and assemblies
Released- Configuration
- Option to show kit components on lines
Lot, serial and bin detail on order lines
Released- Configuration
- Inventory detail checks on submit; auto-assign options
- Depends on
- NetSuite Advanced Inventory / Bins
Units of measure
Released- Configuration
- Prices scale by UOM conversion rate
- Depends on
- NetSuite UOM feature
Quotes — create, list, edit, convert to order
Released- Configuration
- Quote modules enabled per workflow
Saved drafts / suspended orders
Released- Configuration
- Saved Orders component
- Limitations
- Suspended sales may be cleared at end of day
CSV line import
Released- Configuration
- CSV Import component on the order form
Barcode scanning — USB/Bluetooth scanner, device camera, manual SKU
Released- Configuration
- Scan Items component
- Depends on
- Scanner in keyboard-wedge mode, or a device camera
- Limitations
- Not available on dashboard modules
Ship vs. store pickup; shipping methods and cost
Released- Configuration
- Shipping Method component
- Depends on
- NetSuite shipping items
Order history, status and carrier tracking links
Released- Configuration
- Order History module
- Depends on
- Tracking number on the NetSuite fulfillment
Reorder from history
Released- Limitations
- Reorders use current pricing
Customer hold / credit-hold handling with PIN override or Pending Approval
Released- Configuration
- Hold rules per workflow
- Limitations
- Approval happens in NetSuite; no separate approval inbox
Customer 360 — contacts, addresses, history, open invoices, price level, notes
Released- Configuration
- Entity 360 component
Create customer / contact / vendor from the portal
Released- Configuration
- Entity custom forms per subsidiary; additional fields
Public (unauthenticated) catalog
Released- Configuration
- Public module type
- Limitations
- Public modules cannot show user-specific data
Public / guest checkout
Released- Configuration
- Public workflow with login/register and checkout
- Depends on
- Card-not-present processor
Partner acting for linked customers (customer switcher)
Released- Configuration
- Partner Portal default workflow
- Depends on
- NetSuite partner ↔ customer links
- Limitations
- Default partner workflow is view-only
Point of sale — transactions, scanning, payments, signatures, receipts, permissions
For Cashiers, store managers
Counter sales — touch layout, numpad, scanner input without focus
Recently released- Configuration
- Counter Sales layout on the order form
Cash with change calculation and rounding rules
Released- Configuration
- Payments component
Card-present payments on a terminal
Released- Configuration
- Payment profile per location and register
- Depends on
- Fortis, Datacap, Windcave or 8Q Payments account; processor-supported EMV terminal
- Limitations
- Terminal models depend on the processor; Windcave uses matched refunds rather than voids
Card-not-present payments (online, invoices, card on file)
Released- Configuration
- Publishable keys per subsidiary or location
- Depends on
- Paystand or Accept Blue account
Check, on-account terms, credit memo, store credit
Released- Configuration
- Payment methods per subsidiary
- Limitations
- Terms payments do not create a customer deposit (by design)
Split tenders, partial payments and deposits
Released- Configuration
- Processing rules per subsidiary
Gift certificates — sell, redeem, balance check
Released- Configuration
- Gift card prefix; Gift Card Status component
- Depends on
- NetSuite Gift Certificates feature
Surcharge / convenience fee
Released- Configuration
- Fee item and percentage
- Depends on
- Accept Blue
- Limitations
- Processor-specific
Manager PIN override — all employees, specific users or advanced query; audit log
Released- Configuration
- Per component (discounts, refunds, voids, fields)
- Depends on
- PINs on employee records
PIN login at the terminal
Released- Configuration
- Access method on the user record
On-screen signature capture
Released- Configuration
- Signature Pad component
- Limitations
- Saved as an image on the transaction
Topaz hardware signature pad
Released- Configuration
- Topaz Signature Pad component
- Depends on
- Topaz device and driver
Receipt print, email receipts, auto-print
Released- Configuration
- Printer records per location; receipt templates
- Depends on
- Network or USB receipt printer (58/80mm thermal)
- Limitations
- Printer models are not individually certified; setup may need IT
Receipt, refund receipt, invoice, label, statement and picking-ticket templates
Released- Configuration
- Printers & Templates in the Admin Portal
Cash drawer — opening float, cash in/out, denomination counts, variance
Released- Configuration
- Register linked to a cash drawer
- Limitations
- Physical drawer kick depends on printer/drawer setup
Auto open/close drawer at a set time
Recently released- Configuration
- Drawer schedule
Returns, exchanges and refunds against the original sale
Released- Configuration
- Return Form module
- Limitations
- Refund to original terminal payment depends on processor
Voids before and after payment
Released- Configuration
- May require supervisor PIN
- Limitations
- Windcave: matched refund instead of void
End-of-day report — sales, payment breakdown, cash reconciliation; print or email
Released- Configuration
- EOD Reports module; email sender
Register and payment reconciliation reports
Released- Configuration
- Register Reports component
Customer-facing display
Released- Configuration
- Customer Display module
- Depends on
- Second screen
Inventory, fulfillment, receiving, deposits and returns
For Store and warehouse staff
Stock by location — on hand, available, committed, on order, backordered
Released- Configuration
- Product Locations component
- Depends on
- NetSuite Multiple Locations
- Limitations
- Stock is cached briefly
Cross-subsidiary inventory view
Released- Configuration
- Location setting
- Depends on
- NetSuite OneWorld
Stock validation before submit
Released- Configuration
- Readiness checks on the submit button
Item fulfillment — pick/ship, partial, tracking number, signature
Released- Configuration
- Fulfill Order modules
Purchase orders — create, list, view
Released- Configuration
- Purchase Order modules
Receiving against purchase and transfer orders (partial receipts)
Released- Configuration
- Receive modules
Transfer orders — create, list, serial numbers
Released- Configuration
- Transfer Order modules
Drop-ship and special-order lines (PO created from the line)
Released- Configuration
- Create-PO column on order lines
- Depends on
- NetSuite drop-ship items
- Limitations
- Vendor-side fulfilment is not in the vendor portal
Customer deposits / prepayments
Released- Configuration
- Processing rules
B2B self-service return request
Released- Configuration
- Return module in the customer workflow
- Limitations
- Request waits for approval in NetSuite
Customer invoices and self-service
For Customers, partners
Open invoices list; invoice view and print
Released- Configuration
- Invoices modules
Pay one or several invoices, in full or in part
Released- Configuration
- Pay Invoice module
- Depends on
- Paystand or Accept Blue
Customer statements — view and print
Released- Configuration
- Customer Statement module / Print Statements component
Account self-service — profile, saved addresses, preferences, password
Released- Configuration
- Account module
Support cases — create, attach files, reply, status
Released- Configuration
- Support Cases module
- Depends on
- NetSuite support cases
Attachments on transactions
Released- Configuration
- Attachments component
Payment links by email or SMS
Released- Configuration
- Confirmed during setup
- Depends on
- Card-not-present processor
Other supported workflows
For Sales reps, partners, vendors, employees
Employee cashier workflow (default, 27 modules)
Released- Configuration
- Ships as a default workflow
Store manager workflow — all-register EOD, reports, customers
Released- Configuration
- Configured from the cashier workflow
Sales rep workflow — order on behalf, quotes, customers
Released- Configuration
- Configured workflow
- Limitations
- No commissions, leads or pipeline
Customer (B2B/B2C) workflow — dashboard, catalog, orders, invoices, account
Released- Configuration
- Ships as a default workflow
Partner portal — linked customers, transactions, invoices, cases
Released- Configuration
- Ships as a default workflow
- Depends on
- NetSuite partner links
- Limitations
- View-only by default
Vendor portal — purchase orders, history, profile
Recently released- Configuration
- Ships as a default workflow (Oct 2026)
- Limitations
- No invoice submission or PO acknowledgement
Dashboards — stat cards, charts, report widgets, lists, quick actions
Released- Configuration
- Dashboard module; widgets read saved searches or SuiteQL
- Depends on
- NetSuite saved searches
Built-in reports and export to spreadsheet / PDF
Released- Configuration
- Reports module
- Limitations
- Scheduled report emails are done with NetSuite scheduling
Submission queue monitoring
Released- Configuration
- BRM Queue Report / Widget
Branding, configuration and integrations
For Administrators
Theme builder — colours, typography, light/dark, presets, live preview
Released- Configuration
- Global or per subsidiary
- Limitations
- Custom domains are not a documented option
Per-subsidiary logo, labels and default catalog
Released- Configuration
- Subsidiary branding settings
- Depends on
- NetSuite OneWorld for multiple subsidiaries
Page builder with 70+ components; custom CSS/HTML/JS blocks
Released- Configuration
- Admin Portal
- Limitations
- One active workflow per role; last publisher wins on concurrent edits
Custom React components
Released- Configuration
- Uploaded as AMD modules
- Depends on
- Developer-built
Default workflow templates — clone and sync
Released- Configuration
- Intended for sandbox and dev
- Limitations
- Syncing can overwrite in-place edits
Publish, undo/redo, restore earlier versions
ReleasedRoles and permissions per entity type (employee, customer, contact, vendor, partner)
Released- Configuration
- BRM roles; access flag on the NetSuite record
- Limitations
- User limits set by your SphericalBRM license
Sign-in — email/password invitation, SSO (Azure AD, Okta, OneLogin), PIN
Released- Configuration
- Access method per user; SSO settings in the Admin Portal
- Depends on
- Identity provider
Multi-subsidiary, multi-location, registers and terminals
Released- Configuration
- Locations, registers, payment profiles per subsidiary
- Depends on
- NetSuite OneWorld / Multiple Locations
- Limitations
- A location with no register cannot be used at a terminal
Tax — NetSuite native, Avalara AvaTax; customer and item exemptions
Released- Configuration
- Tax engine per subsidiary
- Depends on
- Avalara account if used
Tax — SuiteTax, Vertex
Released- Configuration
- Tax engine per subsidiary
- Depends on
- SuiteTax / Vertex in NetSuite
Custom transaction and entity forms per subsidiary
Released- Configuration
- Forms created in NetSuite, mapped in the Admin Portal
Session and module variables
Released- Configuration
- Admin Portal
Sandbox and production environments; SuiteApp updates
Released- Configuration
- Update via SuiteBundler; sandbox first
- Limitations
- Portal may be briefly unavailable during an update
Error monitoring consent (Sentry)
Released- Configuration
- General settings toggle
Not offered today
So you don't have to ask. If one of these is a must, tell us on the demo form and we'll say where it stands.
- Offline operation — the portal needs a connection to NetSuite
- Native mobile apps — the web app is responsive on tablets and phones
- Cycle counts and inventory adjustments
- Commission statements, leads and pipeline
- Vendor invoice submission, PO acknowledgement, ASNs
- Deal registration
- Loyalty programs as a standard feature
- In-portal scheduled report emails (use NetSuite scheduling)
- Stripe, Square, Adyen or Tyro payment processing
Full configuration detail for every row is in the product documentation. Looking for a specific workflow? Start from Solutions.
See it on a live NetSuite account
Tell us whether you care about the register, B2B ordering or customer self-service and we'll walk through those screens — and what it takes to run them on your account.
