Proposal Summary This proposal covers a comprehensive solution for NetSuite – Mailchimp integration. This integration aims to streamline data transfer between NetSuite and Mailchimp, enhancing efficiency in customer management and marketing activities. Requirement Mailchimp is a widely used email marketing platform that allows businesses to create and manage their email campaigns, automate their marketing efforts,… Continue reading NetSuite Mailchimp integration
Category: Requirement Analysis
Proposal For oneweld shipping cost
Proposal Summary This proposal covers the added shipping cost based on the address provided on the checkout page. Requirement We require that for orders with Canadian addresses, a $12.50 shipping charge be automatically applied at checkout if the subtotal is less than $49.00 before tax. Similarly, for orders with USA addresses, a $15.50 shipping charge… Continue reading Proposal For oneweld shipping cost
Proposal for the Single-Sign-On (SSO) using SAML and Azure AD B2C for Suite Commerce websites
This proposal covers the scope of adding a single sign-on system to websites that use Azure B2C as a third-party identity provider for login. Proposal Summary This proposal covers the scope of adding a single sign-on system to websites that use Azure B2C as a third-party identity provider for login. Customers can login through an… Continue reading Proposal for the Single-Sign-On (SSO) using SAML and Azure AD B2C for Suite Commerce websites
Add link to all Confluent Customer Affiliation on myaccount section
Requirement We need to display a link if the customer record contains one for those customer categories. Deliverables We can add the link for those customers who have Customer Affiliation” set to “Confluent”. We can give the link in the configuration record so we can change if required from the configuration record. Assumption We assume… Continue reading Add link to all Confluent Customer Affiliation on myaccount section
Proposal For New Quote PDF Template
Proposal Summary This proposal covers the scope of creating a new advanced PDF template for Quote. Requirement All Craft would like to create a new advanced PDF template for their Quote. This Quote template would also allow the customer to accept the Quote. Deliverables A new Advanced PDF Template will be developed exclusively for… Continue reading Proposal For New Quote PDF Template
Proposal For Purchase Order Picking Ticket Printout.
Proposal Summary This proposal outlines a comprehensive solution for printing a picking ticket like document with required fields from the purchase orders. Requirement Astro Hospitality Ltd wants to take a printout resembling the design of picking ticket in sales orders with the required fields and details of the order from the purchase orders. Astro… Continue reading Proposal For Purchase Order Picking Ticket Printout.
PROPOSAL FOR GOOGLE CUSTOMER REVIEW
Proposal Summary This proposal covers the integration of the SCA website with the google customer reviews on the order confirmation page. Requirement The requirement is to integrate Google customer reviews with their SCA website. Prerequisite We need to obtain the required roles, preferably with administrator access, for the sandbox and production accounts. Also, we will… Continue reading PROPOSAL FOR GOOGLE CUSTOMER REVIEW
Auto-invoicing of Sales orders.
Requirement Ameda, Inc. requires automating invoice creation for sales orders generated through CSV imports. Process We will create invoice automatically for the sales orders created using CSV import. We will incorporate a new checkbox field into the sales order record. The checkbox will be labeled ‘Auto Invoice’ and will be used to identify sales orders… Continue reading Auto-invoicing of Sales orders.
Proposal for Auto Invoicing
Proposal Summary This proposal outlines a comprehensive solution for Auto invoice functionality triggered by the status change of item fulfillment to “shipped”.This feature is specifically targeted for the Enduro subsidiary. Requirement Enduro Pet Foods-NS-AU would like to Automate the invoice creation process when changing the status of item fulfillment to “shipped”. This feature specifically targeted… Continue reading Proposal for Auto Invoicing
Kanban Board
The Kanban Board is a powerful tool designed for the visualization and management of tasks, providing a dynamic platform for enhanced work flow efficiency. Organized into columns or buckets that typically reflect task statuses, this board offers a clear and visual representation of pending and completed tasks, facilitating a comprehensive understanding of the overall work… Continue reading Kanban Board