Installing the NetSuite CPQ SuiteApps

After completing the prerequisites, a user with an administrator role can install the NetSuite CPQ SuiteApps from the SuiteApp Marketplace. After installing NetSuite CPQ Configurator, you can install NetSuite CPQ Manufacturing, NetSuite CPQ Ecommerce Integration, NetSuite CPQ Proposal Generator, and NetSuite CPQ SuiteCommerce Integration. NetSuite CPQ Guided Selling can work independently from NetSuite CPQ Configurator.

To install a SuiteApp:

1. In NetSuite, go to the SuiteApps tab.
2. In the Search Apps field, enter the name of the NetSuite CPQ SuiteApp you want to install.
3. The following SuiteApps are available:

• NetSuite CPQ Configurator
• NetSuite CPQ Manufacturing
• NetSuite CPQ Ecommerce Integration
• NetSuite CPQ Proposal Generator
• NetSuite CPQ SuiteCommerce Integration
• NetSuite CPQ Guided Selling

1. Click the SuiteApp tile.
2. On the SuiteApp details page, click Install.
3. Note: If the Install button appears dimmed on the SuiteApp details page, the SuiteApp has not been shared with your account. To request access to the SuiteApp, contact your NetSuite representative.

For more information about installing a SuiteApp from the SuiteApp Marketplace, see Installing from the SuiteApp Marketplace.

Providing Access to Employees

After installing NetSuite CPQ Configurator or NetSuite CPQ Guided Selling SuiteApps, you (or other users with an administrator role) should provide access to yourself and other employees to launch these SuiteApps from transactions and configure products or search for items.

You can provide access to an employee at Lists > Employees > Employees. On the employee record, go to the Access subtab. Ensure that the Give access box is checked. To provide access to NetSuite CPQ Configurator, check the NetSuite CPQ Config user box . To provide access to NetSuite CPQ Guided Selling, check the NetSuite CPQ GS user box. After setting these options, save the employee record. Enable these options for any employee working with these SuiteApps. When working on sandbox and beta accounts, setting these options is not required. For more information about providing access to employees in NetSuite, see Giving an Employee Access to NetSuite.

Assigning NetSuite CPQ Custom Roles

After installing the NetSuite CPQ SuiteApps, you can assign custom roles to let employees create and maintain products, catalogs, and document templates without requiring an administrator role. The following custom roles are available:

• CPQ Product Builder – Lets users create and maintain products with NetSuite CPQ Configurator without an administrator role.
• GS Product Builder – Lets users create and maintain catalogs with NetSuite CPQ Guided Selling without an administrator role.
• CPQ PropGen Builder – Lets users create and maintain templates with NetSuite CPQ Proposal Generator without an administrator role.

To assign these roles to an employee, go to the Access subtab of the employee record. Then, select these custom roles under the Roles subtab.