Proposal summary This proposal details how to enable SagePay as an external payment gateway in NetSuite with the help of SagePay APIs. Requirement Payments (Via the SagePay Integration) will be triggered from the Sales Order record only via a button/popup. On Customer Deposit Record The Deposit record must be created from the Sales Order to… Continue reading SagePay Integration Proposal
Category: Requirement Analysis
Klaviyo Integration Proposal
Proposal summary The proposal covers the Klaviyo Integration with NetSuite for the following scope : Item Catalog Sync :Transquip should provide a saved search in NetSuite for Product Catalog integration that contains Item details including id, title, description, item link, item image link.We can build the connection but the trigger should be manual. Entity Sync… Continue reading Klaviyo Integration Proposal
Proposal for adding sales order quantity and amount custom fields
This proposal details includes the new fields added in the sales order item line which copy the values from the existing fields only at the time record creation.
Timesheet Import Proposal
Timesheet Import
Project Management Implementation Proposal
Project Management Implementation
Enable Guest checkout for WC
There is an option in woo-commerce to enable guest checkout on the website. Which will allow customers to do the purchase on the website without login. Login to woo-commerce backend. Go to WooCommerce > Settings > Accounts and Privacy Allow customers to place orders without an account – Allows customers to check out without creating an account.… Continue reading Enable Guest checkout for WC
Automation of Creating Invoices and Bills for intercompany sales orders
This proposal covers the scope of Automating the creation of Invoices and Bills. Proposal Summary This proposal will be covering the implementation of the Automation of Creating Invoice and Bills from Intercompany Sales Order and Purchase Order to the production account. Requirement Macrofin’s client needs to automate the creation of the Invoice and Bill when… Continue reading Automation of Creating Invoices and Bills for intercompany sales orders
Proposal for email automation
Email automation for the order processing. Proposal summary Need to implement the solution for email automation needed for the main order processing. Requirement When an order is created, and the PO is created, automatically send an email with the PO to the vendor. The template can be chosen based on if the order is a… Continue reading Proposal for email automation
Custom Promotion Proposal
PROJECT GOALS Purpose Custom solution – “NBS Promotion” design Types of Promotions: Promotion Type – Minimum Order only on the 1st Order Description Buy any items minimum total order amount AND this is the customer 1st order and get total Z % discount optional start and end date Solution Custom solution – “NBS Promotion” Result… Continue reading Custom Promotion Proposal
Shipping Cost Calculation Proposal
Proposal summary This proposal is to implement a custom solution to calculate Shipping Cost based on multiple parameters. Requirement Key requirement is that this functionality must work in both SCA and NetSuite UI. As before shipping rules should exist dependent on destination country (allowing multiple countries via country code) As before shipping rules should exist… Continue reading Shipping Cost Calculation Proposal