If you see an exclamation mark next to the bundle version number, it indicates that an update is available.
NetSuite Tutorial | SuiteBundler Installations
You can watch this embedded tutorial video or follow the written guide below to understand how to search and install bundles. We’ll also cover how third-party businesses can create bundles for use in NetSuite.
Understanding SuiteBundler
To get started, navigate to Customization > SuiteBundler. This tutorial will cover three main aspects of SuiteBundler: Creating a Bundle, Searching and Installing Bundles, and Reviewing a Bundle Audit Trail.
Creating a Bundle
We won’t dive too deeply into the creation process for bundles in this guide, but it's helpful to understand what it entails. The Create Bundle feature allows third-party companies to develop bundles that you can easily search for and install, making it a quick, plug-and-play option.
Reviewing Installed Bundles
Before you install a bundle, let's take a moment to explain what bundles are and see the ones already installed. To view the bundles currently in your NetSuite account, go to Customization > SuiteBundler > Search and Install Bundles > List.
In this demo NetSuite account, you’ll see a list of all installed bundle types.
The Action column allows you to either update or uninstall a specific bundle. You’ll also find details such as the Name, Bundle ID, and Bundle Version. If an exclamation mark is present next to the version number, it signifies an available update. You can expect to see this for Managed bundles, which receive updates from the publisher.
Note: It’s generally a good practice to keep your bundles updated. However, there may be reasons to hold off on updates - for example, if the bundles have been customized, it's wise to consult with your team before manually applying any updates to avoid breaking existing customizations.
On the Installed Bundles list, you'll notice an Abstract column, providing brief descriptions of what each bundle does. Some bundles may also come with Admin Documentation for reference.
A checkmark in the Status column indicates that a bundle is successfully installed. You can also view the Owner and Publisher of each bundle. Finally, the last few columns will show installation details like where the bundle was Installed From, who it was Installed By, and timestamps for both the Installed On date and the Last Update.
SuiteBundles in the File Cabinet
You can also find information about your bundles within the file cabinet at Documents > Files > File Cabinet.
In this section, you’ll see a "SuiteBundles" location where all your stored bundles can be viewed.
Installing a Bundle
To start the installation of a bundle, head to Customization > SuiteBundler and select 'Search and Install Bundles' instead of 'List' as we did earlier.
On this page, you can search for DocuSign.
Once you find the bundle you wish to install, click on the linked title. This action opens the Bundle Details page, where you can find essential bundle information, including the product type, target verticals, and available languages.
From here, click on 'Install'. However, before the actual installation occurs, NetSuite will display a page outlining all items that will be integrated into your NetSuite account as part of this installation.
Previewing Bundle Installation
On the Preview Bundle Install page, take a moment to review what will be included in your NetSuite system through this installation. Most of this information may be somewhat technical unless you have a background in NetSuite development tasks, SuiteScript, or creating bundles with SuiteBundler.
We won't delve too deeply into specifics here, but it’s important to familiarize yourself with the page layout. The components of the bundle are categorized into different sections, such as Custom Fields, Custom Lists/Records, and File Cabinet. For instance, you can see that one Entity field is included in this bundle installation.
After your review, click on 'Install Bundle'.
This action will initiate the installation of the necessary scripts, custom fields, and various configurations as detailed on the preview page.
You can check the bundle installation status from the Installed Bundles page. While the bundle is being installed, the status will indicate "Pending...".
Keep in mind, the installation process may take some time. You might need to refresh the page several times until you see your bundle installation marked complete with a green checkmark in the status column.
Bundle Audit Trail
Next, we will examine the bundle audit trail to track bundle installations and uninstalls in your NetSuite account. To access this, navigate to Customization > SuiteBundler and click on 'Bundle Audit Trail'.
This brings up a page displaying all bundle installations and uninstalls. We can focus on the bundle we just installed by using a CTRL+F search for "DocuSign".
Before recording this video, I ran a test installation of DocuSign to verify smooth integration. It shows that I installed it earlier today, then uninstalled it shortly after, and reinstalled it just now.
Uninstalling a Bundle
Suppose you installed the wrong bundle or simply no longer need it; it’s advisable to remove any outdated or unused bundles to keep your NetSuite system organized. To uninstall an unnecessary bundle, begin at Customization > SuiteBundler > Search and Install Bundles > List.
Find the bundle you wish to uninstall, and in the action column, select 'Uninstall'.
Generally, uninstalling a bundle takes less time than installing it, but it could still take a few minutes. Refresh the page as needed to monitor the bundle status. When a bundle is being removed, its status will indicate "Delete in Progress X% complete".
Once the deletion is complete, the bundle will no longer appear on your list. If you want to verify that the bundle was successfully uninstalled, you can check the bundle audit trail for the install/uninstall details we reviewed earlier in this guide.
The Advantages of SuiteBundler
You now have an understanding of how to find third-party bundles or NetSuite Bundles that can enhance your systems with less need for customization. More individuals are developing their own bundles in SuiteBundler and making them available, allowing you to avoid excessive customization work. Often, when seeking a customization, there may already be a similar solution available that meets your needs well enough, making it more beneficial to install the bundle rather than creating a perfect customization from scratch.
In the example we discussed, you saw numerous items added with the bundle installation, including various fields and records and about five or six scripts. This prebuilt solution saves time and effort compared to handling everything manually.
In this instance, the bundle was free, but many require obtaining a license before they can be provisioned to your NetSuite account and installed. Nevertheless, even pricier bundles can save you significant time and resources, letting your in-house teams focus on other important tasks.
That concludes our guide! I hope this article serves you well in navigating NetSuite and discovering its benefits for your business.
Bundle Configuration Tutorials
Looking to configure one of the bundles listed below? Check out the relevant tutorial:
Need assistance with a step in this article?
Configuring the Product Lead Time Bundle | NetSuite SuiteCommerce
How to Set Up Back In Stock Notifications for SuiteCommerce
Configuring SuiteCommerce Logo List Bundle | NetSuite SMT
Everything You Wish You Knew About Merchandising Zones
We're committed to updating our blog posts and articles to address any troubleshooting issues you encounter. There may be related features to activate or fields to fill out that we overlooked in the instructions. If this article didn't resolve your issue, please reach out so we can make the necessary updates!
