Author: Priyanka P

In NetSuite, the Purchase Contracts feature allows purchasing managers and buyers to use contracted terms, pricing, and delivery schedules when procuring materials for a company. Enabling the Feature: To use purchase contracts, you must enable both the Purchase Orders feature and the Purchase Contracts feature. Once enabled, you can set up purchase contracts based on rates negotiated with your vendors. Creating Purchase Contracts:… Continue reading PURCHASE CONTRACT IN PURCHASE ORDER

The Recent Records portlet in NetSuite displays a list of records that you have recently created, modified, or viewed. It provides quick access to these records. Here’s how you can add it to your dashboard: 1.Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet. 2.On the Standard Content tab of the Personalize Dashboard palette, click the Recent Records icon or drag it… Continue reading Recent Records portlets

How opportunities in NetSuite relate to sales orders: 1.Creating Opportunities: In NetSuite, opportunities represent potential sales deals or prospects. Sales representatives can attach relevant information to an opportunity, such as communication history, contacts, and competitors. 2.Converting Opportunities to Sales Orders: When agreement is reached over a proposal, the sales rep creates an order from the opportunity record.… Continue reading opportunity in Netsuite related to Sales Order

In NetSuite, an expense report transaction records an employee’s expenses for approval and conversion into a bill. Here’s how it works. 1. Employee Entry of Expense Reports: They select a form to use, and NetSuite automatically increments the largest expense report number by one. If desired, employees can manually type in another report number. 2.Approval Workflow: After an… Continue reading Expense Report Transaction

Introduction: NetSuite Campaign Management allows you to create and track highly targeted marketing campaigns based on demographics, purchase trends, response patterns and support histories. With NetSuite, you can continually fine-tune your campaigns and maximize ROI with ability to track results in real time. Campaign marketing in NetSuite: plays a crucial role in connecting businesses with… Continue reading Campaign Overview