Proposal summary This proposal covers the scope of implementing a customized ‘Sales Commission KPI Report’ in the Al-Garawi Group NetSuite account by the implementer. The scope and the provided estimate are based on the anticipation, expectation, and understanding through our discussions and email. If any scope change/additional feature development identified during actual development, they will… Continue reading PROPOSAL FOR SALES COMMISSION KPI REPORT
Category: Unapproved R&A
Proposal for Displaying Distance From Business Unit Location to Customer Shipping Location on Quote/Sales Order
Proposal Summary This proposal outlines the displaying the distance from business unit location to customer shipping location on Quote/Sales Order at Power Utility Products (hereafter referred as client) by Jobin&Jismi (hereafter referred as Implementer). This proposal covers the customization to calculates and displays the distance (in miles) between the Business Unit Location and the… Continue reading Proposal for Displaying Distance From Business Unit Location to Customer Shipping Location on Quote/Sales Order
Proposal For the removal of NetSuite dependency from wineye
Proposal Summary This proposal covers the scope of remove the dependency of NetSuite from Wineye website and Admin dashboard. 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 will be treated as change request.… Continue reading Proposal For the removal of NetSuite dependency from wineye
Proposal for Invoice PDF Customization
Proposal Summary This proposal describes a comprehensive plan for updating the Invoice PDF template. The proposed changes are designed to align with the client’s requirements. 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 Proposal for Invoice PDF Customization
Proposal for Sales Order Approval Process
Requirement The client’s requirement is to implement an approval process for Sales orders to catch certain issues and send them for secondary or tertiary approval. The approval flow should be as: -The Sales Order is entered by the Order Entry Team. -The Sales Order is reviewed by another team member. -If correct, the order is… Continue reading Proposal for Sales Order Approval Process
Proposal for Recreate the Package and Package content custom records
1. Requirement from (Ox Tools) Ox tools need a customization When the ‘Add New Package’ button is clicked, a window should appear to add package details, updating the custom record ‘Packages’. Upon saving, a custom record called ‘Package Content’ should also be updated. Currently this functionality is in the account, which is from the bundle… Continue reading Proposal for Recreate the Package and Package content custom records
Proposal for Max discount and Promotion
Proposal Summary This proposal outlines a comprehensive solution for implementing the maximum discount and promotion. The automation focuses on approving sales orders based on the maximum discount and automatically applying the promotion according to the item and location. This automation aims to streamline the sales process, enhance efficiency, and ensure compliance with discount policies and… Continue reading Proposal for Max discount and Promotion
AUTOMATED EMAILS Proposal
Requirement Pure Care Inc Canada wants to create new email templates that sending when, Create Cash Refund directly from the Cash Sale. Create credit memo directly from invoice(No RA Created) Create Credit Memo from Return Authorization, that was created from an invoice Create Credit Memo from Return Authorization, that was created from cash sale … Continue reading AUTOMATED EMAILS Proposal
Possibilities of accessing company’s with same contact.
I have searched for solution and find out that the contact with multiple companies can able to access the companies in which it is assosiated with only with different username or with different password with same login credentials he/she can not access. So the netsuite user has to provide different user name or password while… Continue reading Possibilities of accessing company’s with same contact.
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