Installing and Updating the Bundle
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Administrators who manage NetSuite often require a streamlined solution for incorporating advanced vendor onboarding processes into their environment. By installing and updating this SuiteApp, users gain the ability to automate and simplify vendor onboarding steps, ensuring a more efficient procurement workflow. For example, a high-volume organization might install this bundle to reduce manual entry and accelerate new vendor setup, thus freeing staff to focus on higher-value tasks.
This knowledge base article provides end-to-end guidance on installing and updating the Advanced Vendor Onboarding bundle in NetSuite. It covers prerequisites such as the required role and permissions, navigating to the correct NetSuite module to locate the bundle (using its numeric ID), and confirming its successful installation. You will also learn the best practices for updating the bundle to ensure that you’re always running the latest version and benefiting from enhancements or fixes.
Below is a comprehensive guide on installing and updating the Advanced Vendor Onboarding bundle in NetSuite. Make sure you have the Administrator role (or equivalent) before proceeding.
You must have an Administrator (or equivalent full-access) role in NetSuite.
Ensure you have the required permissions to search and install bundles in the Customization section of NetSuite.
The Advanced Vendor Onboarding bundle equips NetSuite with features to streamline vendor onboarding and reduce manual entries. By installing the bundle, you grant the solution provider permission to deploy essential files and scripts that automate these workflows.
If you need to log in with sufficient privileges, open NetSuite as an Administrator so you can access SuiteBundler features:
Once you’re ready to install the bundle, click Customization, then select SuiteBundler, and afterward choose Search & Install Bundles:
If you have to find the correct bundle, enter 448491 in the Keywords text field and click the Search button:
To confirm you’re installing the correct product, locate the SquareWorks Automate Advanced Vendor Onboarding listing from the search results and click on it to open the Bundle Details:
Once you confirm the details from the Bundle Details screen, click the Install button to begin the installation process:
Note: If you want to proceed with granting permission for updates, choose Yes in the prompt that appears (allowing the solution provider to install updates when needed), and once you complete those steps, wait for NetSuite to finish the installation — this process can take a while before the next screen fully loads.
Regularly updating the bundle helps ensure you’re using the latest automation features and bug fixes. The update process closely mirrors the installation steps, ensuring minimal downtime or disruption.
To verify the installed version, click Customization in the NetSuite main menu, select SuiteBundler, and then choose Search & Install Bundles:
To locate the Advanced Vendor Onboarding bundle, enter 448491 in the Keywords field:
Once you need to verify if an update is available, click on the bundle to open it:
If there’s a new version available, click on Update to let NetSuite apply the latest changes from the solution provider:
Once you need to finalize the new version, confirm your installation selection using any security or permissions prompts that appear.
