NetSuite’s Customer Relationship Management (CRM) Roles and Dashboards add-on bundle helps companies manage interactions with current and potential customers in a single place. With all the capabilities of a traditional CRM solution, NetSuite CRM Roles and Dashboards add-on bundle provides a seamless flow of information across the entire customer lifecycle — from lead all the… Continue reading NetSuite CRM Capabilities
Author: Aswathy S Vijayan
Features of NetSuite Advanced Financials Module
NetSuite Advanced Financials brings additional financial management functionality to NetSuite, including budgeting, expense allocations and amortization, and statistical accounts. It helps ensure strong financial management by managing and monitoring budgets versus actuals. With expense management capabilities, NetSuite Advanced Financials provides sophisticated expense allocations that make it simple to assign expenses based on typical weightings, while… Continue reading Features of NetSuite Advanced Financials Module
Challenges of Field Service Management
Customer Expectations Meeting or exceeding customer expectations is always a challenge. Adopting new software can lead to confusion and frustration and initially hinder customer service. However, with a well-planned deployment, an FSM solution can reduce the number of dissatisfied customers while maintaining service levels regardless of upgrades, updates and employee movement. Service Delivery Optimization Customers… Continue reading Challenges of Field Service Management
Unlocking Global Business Efficiency with NetSuite OneWorld
As businesses grow across borders, the need for seamless financial consolidation, multi-subsidiary management, and real-time global visibility becomes critical. NetSuite OneWorld is designed precisely to address these challenges, providing an integrated cloud ERP solution that simplifies the complexities of managing global operations. What is NetSuite OneWorld? NetSuite OneWorld is a robust cloud-based platform that empowers… Continue reading Unlocking Global Business Efficiency with NetSuite OneWorld
How to Store Unstored Fields in NetSuite Using Workflows
In NetSuite, custom fields based on saved search values are often “unstored,” meaning their values update dynamically. While this is useful for real-time visibility, unstored fields can’t be used in reports, saved searches, or external integrations because their data isn’t saved. To overcome this, you can create a stored field, commonly referred to as a stamp… Continue reading How to Store Unstored Fields in NetSuite Using Workflows
NetSuite System Management Best Practices
Effectively managing your NetSuite environment is important for ensuring optimal user performance, data security, and scalability for your business operations. The best practices laid out below will help you manage your NetSuite environment so that it is well-organized and high performing. System Architecture Create and maintain a graphic that shows NetSuite, the integrations associated with… Continue reading NetSuite System Management Best Practices
Utilize NetSuite Saved Searches for Automated Email Notifications
How To Schedule Email on a Saved Search: Go to Lists > Searches > Saved Searches. Select the desired saved search you want to schedule email on and click Edit. On the saved search page, click on Email subtab. On the email subtab, click the Send Emails According to Schedule checkbox. Note: After checking the box, the system will automatically enable both… Continue reading Utilize NetSuite Saved Searches for Automated Email Notifications
Best Practices of Billing Operations
Billing Operations matter for several reasons. Proper billing operations ensure invoices are accurate and sent out in a timely manner, thus accelerating cash flow, and decreasing revenue risks. Additionally, accurate billing data is also important for financial reporting and analysis, which is crucial for organizations to make informed business decisions and identify potential risks. Through… Continue reading Best Practices of Billing Operations
Suite Tax Benefit and Setup
Key features of SuiteTax include: A fully configurable tax engine that streamlines the complexities of tax management across multiple regions. Accurate and efficient tax calculations, significantly reducing the risk of errors in global tax compliance. The ability for businesses to save time, cut operational costs, and eliminate manual calculations. A comprehensive tool that ensures global tax compliance, making it an… Continue reading Suite Tax Benefit and Setup
What are the Smart Count SuiteApp ?
The Smart Count SuiteApp allows users to conduct real-time inventory counts during business hours without stopping operations. During the counting process, the SuiteApp captures and records current on-hand inventory and quantities for a specific item and notifies the counter if the count is off, as well as specific actions to remedy the issue. Additionally, you… Continue reading What are the Smart Count SuiteApp ?