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
Category: Requirement Analysis
Automatic ACH Payment
Automatic ACH Payment
Customer Payment-Provision to accept payment other than invoice currency
Customer Payment-Provision to accept payment other than invoice currency
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
Vendor Bill is created in one currency but the payment in a different currency
Vendor Bill is created in one currency but the payment in a different currency
Item Record updations
Bulk item record updation
Quote to Order Workflow configuration
Quote to Order Workflow configuration
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
Updates on Comments field and PDF
In the checkout page ,there should be a field for customers to add their note of the ordered items.It should be created under the location field of checkout page in the webstore.It should be available on the field created in the SO for comments under the customer contact in the SO record .The PDF of… Continue reading Updates on Comments field and PDF
Proposal For Validation in Item fulfillment
user should not be able to fulfill sales orders if there is no customer deposit