Proposal Summary This proposal outlines the development and implementation of a Customer Feedback Management System in NetSuite. The system will automate feedback collection by sending emails when a payment is received, allowing customers to provide ratings and comments. Feedback data will be stored in NetSuite with workflows to update statuses and trigger follow-up actions. The… Continue reading Proposal For Customer Feedback Management System
Category: Approved R&A
All approved R & A proposals.
Access of sales representatives to customer website accounts
The requirement to provide sales representatives with access to customer website accounts, we have come up with two potential solutions to achieve this functionality. Solution 1: Encrypted Passwords with Sales Rep Validation Store encrypted passwords in a custom field within the customer record. This applies to customer login, registration, and password updates, ensuring secure handling… Continue reading Access of sales representatives to customer website accounts
Proposal For Implementing Custom Patch Cable Configuration – Cleerline
Proposal Summary This proposal outlines the scope of implementing an online Custom Patch Cable Configurator, enabling customers to configure their cables directly on the website. Once a configuration is completed, a CSV file is generated containing the necessary data to create the corresponding item record in NetSuite. The estimated time for completing this task… Continue reading Proposal For Implementing Custom Patch Cable Configuration – Cleerline
Proposal : STAGED CUSTOM IMPORT FOR CUSTOMER PRICING & ADDRESS APPLYING RESTRICTIONS
Proposal Summary This proposal outlines the scope of limiting access to customer records for a specified role and a custom import solution for updating customer prices and address. This proposal is based on our discussions, anticipations, and understanding derived from our meetings and other communications. Any additional requirements or updates that arise during the development… Continue reading Proposal : STAGED CUSTOM IMPORT FOR CUSTOMER PRICING & ADDRESS APPLYING RESTRICTIONS
Enhancements To Website Configuration
Proposal Summary This proposal covers the scope of enhancements aimed at improving the flexibility and customization of configurable home pages and the product detail page. The scope and the provided estimate are based on the anticipation, expectation, and understanding through our discussions and email. If the scope change/additional feature development identified during actual development, they… Continue reading Enhancements To Website Configuration
Proposal for Installer Scheduler in NetSuite with Dispatch Track Integration
Proposal Summary This proposal outlines the scope of setting up the Installer scheduler on the NetSuite account and the order integration with the Dispatch Track system at Famous Tate (hereafter referred as client) by Jobin&Jismi (hereafter referred as Implementer). This proposal covers the customization to add an Installer Scheduler page accessible from the Sales… Continue reading Proposal for Installer Scheduler in NetSuite with Dispatch Track Integration
Proposal for Comprehensive Data Extraction from NetSuite.
Proposal Summary This proposal outlines the approach to extracting all data from NetSuite efficiently and securely at Mohideen Retail (hereafter referred as client) by Jobin&Jismi (hereafter referred as Implementer). Requirement from Mohideen Retail The requirement is to extract data from the NetSuite platform to the target system, ensuring data accuracy, integrity, and… Continue reading Proposal for Comprehensive Data Extraction from NetSuite.
Proposal For Disabling the Default Payment Cards
Requirement Currently, when customers add a new payment method on the web store, the “Default” checkbox is automatically selected, overwriting any existing default payment method. This auto-selection is causing issues for customers with terms-based billing, as it conflicts with their expected billing setup. Implement a solution to prevent the “Default” checkbox from being automatically selected… Continue reading Proposal For Disabling the Default Payment Cards
Proposal For Enhancing order history with new item links
Proposal Summary This proposal outlines the scope of enhancing the customer experience on the Order History page by ensuring that replaced items (previously active Assembly Items now converted to Inventory Items) remain accessible on the website. This will help avoid customer confusion when viewing past orders with disabled items and enable smoother reordering. The estimated… Continue reading Proposal For Enhancing order history with new item links
Proposal for the Item Fulfillment – Packing Slip Printout (EU/UK)
We’ll create two custom forms for the Europe subsidiary: one for Item Fulfillment and another for the Packing Slip. Both forms will be linked to the Europe Sales Order form, ensuring that whenever a new sales order is created using the Europe form, the associated Item Fulfillment and Packing Slip will automatically utilize the Europe… Continue reading Proposal for the Item Fulfillment – Packing Slip Printout (EU/UK)