Author: Sandhra Simon

Sales rules are sets of conditions that group together potential customers before they are assigned to sales reps or territories. You can assign rules based on city, customer status, state, company and many more. The netsuite system will gather this information from lead, prospect and customer records to sort them according to a sales rule.… Continue reading Sales Rules

Manufacturing processes help organizations create finished goods from raw or semi-finished materials using some combination of labor and machinery. Finished goods are then sold, at a profit, to other manufacturers, wholesalers, or retailers who then sell them to consumers. NetSuite integrates your manufacturing workflow from the sales order and process planning to building goods, tracking… Continue reading Manufacturing Module Features

In order to set up the marketing from email in the NetSuite, Navigate to the Setup > Marketing > Email Preferences >new Follow the below steps-: Enter the new email address and save the record. An authorization code will be sent to the corresponding email from NetSuite.Edit and enter the authorization code to validate the… Continue reading Setup Marketing From Email

Navigate to Documents > Templates > Email Templates > new Enter the name, description and other details In the Template source code, paste the below code Hello, <br /><br />Good news! Your order has been dispatched and is now on its way to you.<br /><br />Addressed To: <br />${transaction.shipaddress}<br /><br />Reference# ${transaction.tranId}<br />Number of Items: QUANTITY<br /><br />To… Continue reading Email Template for customers from sales order

How we can set up the standard shipping integration feature in NetSuite. Go to SetUp > Accounting > Shipping Under the carrier subtab click on “Add Fedex Account”. Enter the details of the FedEx account and submit.

An image of the employee signature needs to be added as a file within the NetSuite system first before customizing the templates used for printouts. Solution Create a File containing the Employee Signature Image Navigate to Documents > Files > Images > New File: File Name: Enter Employee Signature 1 Folder: Select Images Click Choose File… Continue reading Add dynamic image in the pdf template

The data from a record cannot be accessed when the record is in the view mode, using the client script. Then use the search to access the values from the record. Pass the id of the record to the filter of the search.

Creation of custom module for button appearance in records. define([], () => { /** * Description Custom button creation in records */ const createCustomButton = (form,label,functionName) => { form.addButton({ id : ‘custpage_’ + label, label: label, functionName: functionName }) form.clientScriptFileId = 39399; } return {createCustomButton} }); Call the function in script and pass the label… Continue reading Custom Module Creation for Button

Requirement  The client would like to implement a one-way sync for customer master from NetSuite to the third-party application.  Our Solution  Pre-Requisites    Need an API end point to post the Data  Berkely Needs to provide credentials of the API.  Require unique identifier to know when the NetSuite customer record is edited.  Need a sample API… Continue reading Proposal for Real-Time Netsuite Customer Record Integration

Proposal Summary  This proposal describes the process of sales order approval for customers having discount and sending acknowledgement regarding the approval through email.  Requirement  Graph Tech needs to do some customizations in the approval process of Sales order for customers having discount.   New sales orders to be generated in the NetSuite must be in the… Continue reading Proposal for Sales order approval