Create a lead/prospect record. Create an opportunity using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Opportunity Sales Order Customer Lead Opportunity Invoice Customer Lead Opportunity Cash Sale Customer Prospect Opportunity Sales Order Customer Prospect Opportunity Invoice… Continue reading Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Author: Mintu Antony
Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Prospect to customer conversions through sales transactions.
Prospect is converted into customer in the following sales transactions. Record Transaction performed Converted into Prospect Sales Order Customer Prospect Cash Sale Customer Prospect Invoice Customer
Lead to customer transactions through sales transactions.
Lead is converted into customer in the following sales transactions. Record Transaction performed Converted into Lead Sales Order Customer Lead Cash Sale Customer Lead Invoice Customer
Lead and prospect records are converted to customer record when status is changed.
LEAD TO CUSTOMER Steps: Create a lead. Lists -> Relationships -> Lead -> New Enter the required details. Save the record. Edit the record and change the status to “CUSTOMER- Closed Won” or “CUSTOMER- Lost Customer” or “CUSTOMER- Renewal“. Save the record. Now the Lead is converted to Customer. PROSPECT TO CUSTOMER Steps: Create a… Continue reading Lead and prospect records are converted to customer record when status is changed.
Conversion of lead to customer records
When a lead is created and a sales order is created with the corresponding lead, the lead is converted automatically to customer. 2. When a lead is created and a cash sale is created with the corresponding lead, the lead is converted automatically to customer.
Create parent customer from email domain.
Create parent(master) customer from email domain.
To provide GL Impacts permission while restricting access to Journal Entries
We can add “Make Journal Entry” with view permission in the required role. For that, Setup>user/role> Manage roles > select required role > permissions. In Transactions subtab, add “Make Journal Entry”. However, the same permission is linked with Journal entry permission the role will get permission to view journal entries. To restrict access to journal… Continue reading To provide GL Impacts permission while restricting access to Journal Entries
New Location record in NetSuite is not saved while clicking on save button.
Phone number should be entered in the Address subtab while creating new location in NetSuite. No warning messages are shown if the phone number fields are empty. So, Phone number should be entered in the Address subtab while creating new location in NetSuite.
To break a long word in item label pdf.
To break a long word in item label pdf. When table with nested table is created and added columns, the nested table columns data were overlapped with the parent table columns. The nested table was removed and added rows and columns in the table, the overlapping issue was corrected. Thus break the long word.