If you enable both the CRM and Sales Force Automation features, you can create online forms based on the NetSuite default template. You can also use your own HTML template for your forms. HTML templates let you customize your online forms to match your website’s look. To create an online customer form: Go to Setup… Continue reading Creating an online customer form
Author: Finita Andrew
WMS Smart Count
The Smart Count SuiteApp enables you to perform inventory counts in real time, during business hours, so you don’t have to stop your operations. When you start counting an item, the SuiteApp records its on-hand. The SuiteApp automatically notifies the counter (employee doing the count) for any on-hand changes during count, and suggests an appropriate… Continue reading WMS Smart Count
NetSuite 2025.2 Release
NetSuite 2025.2 introduces AI-driven enhancements across finance, compliance, planning, and supply chain. Key features include the SaaS 360 Dashboard for real-time SaaS metrics, Compliance 360’s AI assistant for audit automation, and Contextual Insights in Analytics Warehouse. Supply chain updates offer smarter MRP suggestions, expedite flags for VIP orders, and automated alerts. Other highlights include U.S.… Continue reading NetSuite 2025.2 Release
Set preferences for Gift certificate authentication code
Go to Setup > Accounting > Preferences > Accounting Preferences. 2.Click the Items/Transactions subtab. 3.In the Other Item Preferences section, in the Gift Certificate Auth Code Generation field, select one of the following: System Generated – NetSuite generates an authentication code when a gift certificate is sold, requiring no manual tracking of codes. These codes can be long, but this is… Continue reading Set preferences for Gift certificate authentication code
Rebate in NetSuite
A return of the original payment for some service or merchandise ; partial refund A vendor credit that can be applied to reduce the amount owed to a vendor. Refund a certain amount of money via credit memo, reducing amount owed by a customer. Can be applied to customer’s future or open invoices. REBATES TERMS… Continue reading Rebate in NetSuite
Bank Feeds SuiteApp
The Bank Feeds SuiteApp enables you to automate the transfer of your bank data from certain financial institution accounts into NetSuite. The SuiteApp uses the Financial Institution Connectivity Plug-In and an authorized account information service provider to securely access online financial institution data. The SuiteApp retrieves bank data daily to ensure that everything in your… Continue reading Bank Feeds SuiteApp
WorkOrder
Workorders Enable the feature Setup->Company->Enable features Under items and inventory check the workorder Create a work order Assembly work orders track the production of assembly items needed for stock, or to fill orders. Work orders track the quantities of assemblies that need to be built, and the quantities of components, or member items, needed to… Continue reading WorkOrder
Key Features of NetSuite Cloud Accounting Software
Comprehensive Financial Management: This comprehensive suite of features allows businesses to handle everything from expense tracking to financial reporting without needing to rely on multiple, disconnected tools. Having all financial processes in one place enhances efficiency, improves data accuracy, and reduces the likelihood of errors. Real-Time Financial Visibility: NetSuite’s real-time financial visibility ensures that businesses… Continue reading Key Features of NetSuite Cloud Accounting Software
NetSuite Cloud Accounting Software
NetSuite cloud accounting software simplifies the process of recording transactions, managing payables and receivables, and closing the books with capabilities such as AI that boosts the automation of manual processes. Gain real-time insights into numerous financial metrics, such as profitability ratios, inventory margins, liabilities, fixed assets, taxes and cash positions. With access to financial data… Continue reading NetSuite Cloud Accounting Software
NetSuite Inventory Management
NetSuite Inventory Management provides a single, real-time view of inventory across all sales channels — warehouses, retail stores, pop-up shops, drop shippers, 3PLs or any other place where you manage or stock inventory — allowing businesses to reduce inventory on hand to free up cash while avoiding stockouts. By optimizing inventory levels and ensuring product… Continue reading NetSuite Inventory Management