Proposal For Appointment Report and CRM Report- Phase 1
Month: March 2023
How to change Customer Deposit’s Billing information when printed
Steps to change Customer Deposit’s Billing information when printed
Search to know Quantities per Location
To create an Item Saved Search that shows Quantity Available per Location refer to these steps: Navigate to Reports > Saved Searches > All Saved Searches > New Click Item Click the Criteria tab > Standard sub tab, add the following filters: Type | Choose the Type of the Item you wanted to include Inventory Location | Choose the Location you wanted to include Click the Results tab > Columns sub tab, add the following… Continue reading Search to know Quantities per Location
How much does Shopify cost?
In essence, there are five Shopify pricing plans to choose from: Shopify Starter. $5/month, plus 5% and 30¢ per transaction. This Shopify plan allows you to create a simple store and easily share products across social media platforms. Shopify Basic. $39/month, plus 2.9% and 30¢ per transaction. Shopify’s Basic plan is the platform’s entry-level plan and gives… Continue reading How much does Shopify cost?
On Hand and Available Quantities of an Item per Bin and per Location
Create Saved Search for On Hand and Available Quantities per bin and Location 1.Navigate to Reports > Saved Searches > All Saved Searches > New 2. Click Item 3. Search Title: Enter Title Example: On Hand and Available Quantity per Bin and per Location 4. Click Criteria 5. Click Standard 6. Filter: ○ Select Formula (Numeric) i. Formula: case when {binonhand.location} = {inventorylocation} then 1 else 0 end ii. Formula (Numeric):… Continue reading On Hand and Available Quantities of an Item per Bin and per Location
Default Sales Order Status
We can set sales order status in default for an entire account Setup> Accounting> Accounting Preference Under the Order Management tab, there is a field called “Default sales order status” from this field we can set the default sales order status. We can select the default sales order status as Pending fulfillment or Pending Approval.… Continue reading Default Sales Order Status
Add Custom Entity Field on QuickView when viewing Transaction List or Record.
To achieve this, follow the steps below: 1. Navigate to Customization > Forms > Entry Forms. 2. Customize/ Edit the preferred Entry Form for Lead/Prospect/Customer type. 3. In QuickView tab, add the custom Entity field. 4. Click Save. Fields that have been configured for QuickViews of the entry form will apply to transaction records where these entities can be selected.
Date formats
In SuiteScript, you can use the N/format module to format dates in different formats. The N/format module provides methods to format dates in various formats, including the standard formats defined by ISO 8601, as well as custom formats that you can define. Here’s an example of how you can use the N/format module to format… Continue reading Date formats
“.replace” with XML file
Steps to create XML file using “.replace” Download the sample of the XML file you want and add it to the file cabinet This is a sample image for XML tag in the sample file 3. We can replace invoiceData here by using .replace In SuiteScript, you can use the N/file module to read and… Continue reading “.replace” with XML file
Criteria to enable “Create PO” item line field in sales order.
To display “Create PO” sublist field in sales order. the “Drop Shipments and Special Orders” feature should be enabled. In order to enable “Create PO” item line field in sales order, the given item should have preferred vendor and purchase price. The transaction subsidiary of the sales order should be same as of subsidiary of… Continue reading Criteria to enable “Create PO” item line field in sales order.