Cart Capture - How to Create New Return Cart Screen Form

Overview

This guide provides a step-by-step walkthrough to create a new Punchout Return Cart Screen Form.


Prerequisites: Must be logged in as an administrator in the NetSuite account.

Step by Step Process 

1. Navigate to Punchout > Punchout Configs and select Return Cart Forms.

2. Click on the form you would like to edit.

3. Click on the form that you want to add the field to.

4. Click on Add Field and choose what field type you would like to add.

5. Type in the Name of the field and type in help text.

6. Click on Form Settings -> Lists -> Add List at the top so we can add the employee options to our field.

7. Type the list name, choose the type of drop-down the field is, & paste the internal ID of the field and click Add

8. Go back to your Field settings and click on the option list source and select the list you created.

Copying a form from Sandbox to Production

Use these steps to move a Return Cart Form you’ve built and published in Sandbox over to Production, so you don’t have to rebuild it from scratch.
Prerequisites: Must be logged in as an administrator in both the Sandbox and Production NetSuite accounts.

  1. In Sandbox, navigate to Punchout > Punchout Configs and select Return Cart Forms.
  2. Open the published form you want to copy.
  3. In the top corner of the form panel, use the toggle to switch from the form view to the source code view.
  4. Click the Copy button in the top right corner of the source code panel.
  5. In Production, navigate to Punchout > Punchout Configs and select Return Cart Forms.
  6. Create a new draft, or open the latest existing draft.
  7. Switch to the source code view using the same toggle.
  8. Delete everything in the source code panel, then paste the code you copied from Sandbox.
  9. Click Save Draft, then Publish the form.
  10. Test a punchout in Production and confirm the return cart screen shows the updated form.

Note: Pasting the source replaces the entire form in Production. Any changes made directly in the Production draft will be overwritten.

Troubleshooting

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.

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