SUMMARY The document discusses the standard functionalities that can be are enabled and not enabled within the NetSuite account of Myntahl East Electronics. It is structured into 3 sections: the first section focuses on features related to business processes, the second section addresses features associated with requirements, and the third section pertains to features requiring… Continue reading Account set up and basic configuration document- East USA
Author: Geethu Krishna
Saved search for GL codes
To create a Save search for the chart of accounts to show the accounts created/ modified on or after april 2023 The navigation used is list>search>saved searches>new Choose the search type as account Under the criteria subtab – choose – System notes: Date- is on or after april 2023 Under the result subtab – choose… Continue reading Saved search for GL codes
Ship a dropship item from the stock.
If a product is designated as a drop ship item, NetSuite will automatically generate a purchase order when a sales order is created for that item. To ship a drop ship item from existing inventory without generating an automatic purchase order, follow these steps when creating a sales order: Select the item on the item… Continue reading Ship a dropship item from the stock.
Drop shipping in NetSuite – User guide.
SUMMARY The document encompasses the utilization of the drop ship feature within NetSuite, accompanied by relevant screenshots illustrating the associated functionalities and transactions. Furthermore, it provides an in-depth analysis of the impact on inventory within the drop ship process. DROP SHIPPING A dropship item is a product that is sent directly from the vendor to… Continue reading Drop shipping in NetSuite – User guide.
Set up Knowledge Base in NetSuite
Organizing and delivering business-specific information through knowledge bases can boost support representative efficiency and foster improved internal communication.To establish a knowledge base in NetSuite, you should initially activate the knowledge base feature by navigating to “Setup > Company > Setup Tasks > Enable Features” on the CRM subtab, then check the “Knowledge Base” box under… Continue reading Set up Knowledge Base in NetSuite
Extract and match the internal id of customer records with the customer data provided to update fields by CSV import
The given data has the fields – ID, Company name, Taxable, Tax item, Billing state. The fields to be updated are Taxable and tax item.STEP 1- Create a saved search and extract the customer records with the fields provided in the given data along with the internal ID of the records. Click on export as… Continue reading Extract and match the internal id of customer records with the customer data provided to update fields by CSV import
Table indicating features of standard CRM process flow
The table below outlines the standard features provided by NetSuite. It provides an overview of whether Hailstone Innovations Pvt Ltd is currently utilizing these features within their NetSuite account, and also indicates whether these features are available and activated in their account. SL No: Features Sub features Using Not using Feature enabled Feature not enabled … Continue reading Table indicating features of standard CRM process flow
Business Requirement Document (East Electronics)
REQUIREMENT DOCUMENT FOR MynTahl Corporation DBA East Electronics The document provides an overview of the successful implementation of subsidiary in NetSuite for MynTahl Corporation DBA East Electronics. Additionally, it details the involvement and responsibilities of Jobin and Jismi IT Services LLP, who serve as official implementation partners for Oracle NetSuite. Submitted To MynTahl Corporation… Continue reading Business Requirement Document (East Electronics)
Error in unclosing the sales order
The process of unclosing a closed sales order Click on the edit button of a closed sales order. Under the items subtab – against the line item- click on the column closed and uncheck the checkbox. Click on save – the status of the sales order will now change to pending fulfilment. Issue – The… Continue reading Error in unclosing the sales order
Time tracking cases
A case tracks the issue that the customer reports and how the support staff respond to it. There are different ways in which cases are created To create a case in NetSuite the navigation used is – list>support>cases>new. Time Tracking enables the monitoring of time spent on cases and the option to bill clients for… Continue reading Time tracking cases