Category: Requirement Analysis

Proposal For NetSuite Shopify Integration

Proposal summary We need to provide specifications for connecting Shopify to Netsuite. Requirement We would like to implement the following connections to API Add orders from Shopify under a single customer in NetSuite Import Orders from Shopify to NetSuite. Export Fulfillments from NetSuite to Shopify Export Inventory Levels from NetSuite to Shopify Export Item Pricing… Continue reading Proposal For NetSuite Shopify Integration

Forms and Templates for Sales Order, Invoice, Purchase Order, Credit Memo

Requirement:Set up the forms and PDF templates for the L2i subsidiary.Transaction Forms are Invoice, Sales Order, Purchase Order, Credit Memo.Subsidiary: L2iAttached is what the address, Logo should look like. The logos are in the File Cabinet inNetsuite under L2i Marketing. Solution: This requirement can be achieved by creating new transaction forms for Invoices, Sales Orders,… Continue reading Forms and Templates for Sales Order, Invoice, Purchase Order, Credit Memo

Remove all rates and amounts from the SO/ PO form for the warehouse & store roles.

Requirement: Remove all rates and amounts from the SO form for the warehouse & store roles. Assumption: Possible to hide all financial-related fields from the sales order record. But when creating a saved search in the warehouse role, it is possible to see all rates and amount fields. As a result, we must limit the… Continue reading Remove all rates and amounts from the SO/ PO form for the warehouse & store roles.

Sales Order, Work Order, and Shipping planning & scheduling

Requirement: Some customers are highly important, and they frequently buy, the system, should remind the sales team to communicate with the customer regularly based on his buying pattern. Assumption: Send the email to the sales rep on the customer record using search. And now we have considered the buying pattern as if customers haven’t generated… Continue reading Sales Order, Work Order, and Shipping planning & scheduling