In NetSuite, a subscription generally refers to the feature used to manage recurring revenue and subscription-based services. This feature is particularly useful for businesses that offer products or services on a recurring basis, such as software-as-a-service (SaaS) companies, subscription box services, or any business model that involves periodic billing and revenue recognition. Using subscriptions in… Continue reading Subscriptions in NetSuite
Month: June 2024
SEPARATION OF EMAILS UNDER DIFFERENT SUBTABS
Proposal Summary This proposal outlines a comprehensive solution for separating logistics-related and sales-related emails into different subtabs within NetSuite’s customer and other records. The separation will help in organizing and accessing emails based on their transaction module efficiently. Requirement MynTahl Corporation DBA East Electronics wants to separate logistics-related and sales-related emails into different… Continue reading SEPARATION OF EMAILS UNDER DIFFERENT SUBTABS
Concatenate 3 fields on the results of a Saved Search
To concatenate 3 fields on the results of a saved search, do the following: Create a saved search, List > Search > Saved Searches > New. You may select any search type, for this example select Customer. Navigate to the Results tab and add the field “Formula (Text)” and enter the following as the value of the Formula: Concat({firstname},… Continue reading Concatenate 3 fields on the results of a Saved Search
Addressing Common Concerns in Cloud ERP Sales: Security, Compliance, and Data Governance
Introduction: Cloud ERP (Enterprise Resource Planning) systems offer numerous advantages, including flexibility, scalability, and cost-efficiency. However, potential customers often express concerns regarding security, compliance, and data governance. Addressing these concerns is crucial for building trust and successfully closing sales. Security: Advanced Encryption: Cloud ERP providers implement advanced encryption protocols to protect data during transmission and… Continue reading Addressing Common Concerns in Cloud ERP Sales: Security, Compliance, and Data Governance
Document Status on Estimates
For Stand-alone Estimates (No Opportunity Linked) Upon creation: the Document status will depend on the default customer status(Probability) set for Estimates under Setup > Sales > Sales Preferences unless the user manually changes the Status and Probability before saving. a.) If Probability is 0% = Document Status is set to Closed b.) If Probability is 100% = Document Status is… Continue reading Document Status on Estimates
The Future of Cloud ERP: Emerging Trends and Opportunities for Sales Growth
Introduction: Cloud ERP (Enterprise Resource Planning) systems have become integral to modern business operations, offering flexibility, scalability, and cost-efficiency. As technology evolves, new trends and opportunities are emerging that can significantly enhance sales growth and overall business performance. Emerging Trends in Cloud ERP: Artificial Intelligence and Machine Learning: AI and ML are transforming Cloud ERP… Continue reading The Future of Cloud ERP: Emerging Trends and Opportunities for Sales Growth
Changing Customer in Sales order and Project Record
We cannot change the customer in Project but possible to change in the sales order
How to find the list of Customers with a duplicate Address.
Go to Reports> Saved Searches> All Saved Searches> New> Customer Under the Criteria tab, Summary subtab, add the following: Summary Type: Count Field: Address Internal ID | Description: is greater than 1 Under the Results tab, add the fields below: Internal Id | Summary Type: Group Address Internal Id | Summary Type: Count Address | Summary Type: Group Enter Search Title Click Save and Run
Comprehensive Outreach Strategies for Enhanced Sales Performance
Top 9 Key Habits of High-Performing Sales Representatives: Upload Your Book of Business: Organize and maintain records of your clients and prospects. Focus on Top Accounts: Prioritize efforts on the most promising accounts. Find the Right Buyers: Identify the key decision-makers within target organizations. Sell When Buyers are Ready: Engage with potential buyers at the… Continue reading Comprehensive Outreach Strategies for Enhanced Sales Performance
Attaching Time Sheet to a Project Task
We can select the Project Task in the Timesheet entry for a project.