Category: Approved R&A

All approved R & A proposals.

Customer application from webstore

MAR-359 Requirement Please add newaccount@marshallelectronics.net to email notification generated after application is completed. Please update the email template to include the following:Subject: New account application completedBody: A new account application has been completed for the following customer:Company Name: (Name) (link to record)ID: (Internal ID)Payment Method: Terms / Credit Card / Wire Transfer 220V checkbox is… Continue reading Customer application from webstore

Mobile Optimization

To make TransQuip’s webstore operate better in a mobile format e.g. with limitations such as reduced screen size, slower internet speed and less precise selection ability as well as better layout of pages. Requirement 1)Change the homepage around e.g. a.       Banner –        i.      CTA’s on homepage banners – E9        ii. … Continue reading Mobile Optimization

Check and find how cash sale can be displayed in my account page

If a cash sale occur it will be added under the transaction history.The cash sale list will be available under the all record types and when we filter specifically for cash sale record.On navigating from cash sale list it will display the cash details page.Jira code:SQUIP-105RequirementFind a solution to show cash invoices can be displayed… Continue reading Check and find how cash sale can be displayed in my account page

Consolidated Invoicing

This proposal covers the Proposal For Consolidated Invoicing Proposal summary Compusoft AS currently provides a consolidated invoice to some customers, which combines multiple estimates into one invoice. This invoice will provide all the statutory information required to be a recognised invoice and include all the line item details, with the appropriate discounts. A customer may… Continue reading Consolidated Invoicing

Newsletter sign up function

Jira code:SQUIP-128RequirementFrom the home page add link to newsletter page.On new page, it would have the following fields:Company NameFirst Name requiredLast Name requiredEmail address requiredPhone numberRegion required – this would be a dropdown list When people sign up, they would be saved in Netsuite as a Lead.The following subscriptions would need to be saved automatically… Continue reading Newsletter sign up function

Smartsheet Integration

Proposal summary This proposal describes the requirements and the solution for smartsheet integration with Netsuite.  Requirement  The requirement is to send the data from the Netsuite Saved search “Build Job Stages – Coloured” to the smartsheet.  Our Solution The requirement is to create the saved search results on the smartsheet. We have to add each… Continue reading Smartsheet Integration