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
Category: Requirement Analysis
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 INVENTORY BALANCE AND TRANSACTION PAGE
Proposal Summary This proposal outlines the scope of the custom page for the inventory balance and transaction details on the NetSuite account at Nationwide Pharmaceutical (hereafter referred as the client) by Jobin&Jismi (hereafter referred to as Implementer). This proposal covers the development of a custom Suitelet page in NetSuite to enhance inventory and transaction reporting.… Continue reading PROPOSAL FOR INVENTORY BALANCE AND TRANSACTION PAGE
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 Customer Part Number Recreation
Proposal Summary This proposal outlines the scope of the customization to populate the Customer Part Number in transactions. This functionality is already available through the NetSuite Standard SCM bundle in their parent company, Ox Tools’ NetSuite account. The request is to recreate only the Customer Part Number functionality. The estimated time to complete the work… Continue reading Proposal For Customer Part Number Recreation
PROPOSAL FOR ENHANCING PAYMENT PROCESSING WITH CANCEL
Proposal Summary This proposal outlines the plan to enhance the payment processing workflow by replacing the current confirmation and third-party status verification approach with Stripe’s Capture Method. The proposed system ensures that payments are captured only when the bid is successfully placed. If the bid placement fails, the payment authorization will be cancelled, avoiding unnecessary… Continue reading PROPOSAL FOR ENHANCING PAYMENT PROCESSING WITH CANCEL
Proposal For Implementing Quote Creation Feature in SCMA Webstore
Proposal Summary This proposal outlines the scope for implementing the feature to create quotes from the RIZE SCMA website. Requirement The requirement is to enhance the web store by adding an “Add to Quote” button within the portal, allowing customers to create quotes directly. This feature will enable customers to request quotes for selected… Continue reading Proposal For Implementing Quote Creation Feature in SCMA Webstore
Proposal for Exporting Files from NetSuite
Proposal Summary This proposal outlines the designing and implementation of an efficient solution for organizing and managing file attachments within the NetSuite system. This proposal ensures proper file association with relevant records such as Customer, Vendor, Item and Expense Report enhancing operational efficiency. The estimated time to complete the work detailed in this proposal is… Continue reading Proposal for Exporting Files from NetSuite