Proposal summary This proposal details how the integration between WooCommerce Orders with NetSuite is handled. Requirement Overview Create CustomerCustomer visits the Oakworld Website to place an order. The first step once items are chosen is to enter their information. This information should be used to create a Customer Record on NetSuite. Sales OrderA Sales Order… Continue reading WooCommerce Integration Proposal
Category: Unapproved R&A
Castelan (Extended Warranty Registration) Integration Proposal
Proposal summary This proposal details how the integration between NetSuite and Castlelan for the purpose of Extended Warranty registration Requirement We need to register a warranty sold by Rightworx at the point that the Sales Order is FULFILLED. The current Sales Order Process is Sales Order Entered (manually or via Website) Payment Taken (which approves… Continue reading Castelan (Extended Warranty Registration) Integration Proposal
Performance Period Segment Automation
This proposal covers the automation of the performance period segment Proposal summary Automatically set values on the performance period segment upon journal creation. And also set the journals after creation using a scheduled script. Requirement Automate the Performance Period segment selection on the transactions based on the Posting Period. Our Solution Action 1: Scheduled script… Continue reading Performance Period Segment Automation
Adding the newsletter sign up pop-up script from the Klaviyo ESP account to the Retail WC site.
We can achieve the requirement to adding the newsletter signup popup script from the klaviyo ESP account to the WC site. To achieve this requirement we need to install a Klaviyo plugin on the WC website. After the installation of the plugin, we need to connect the Klavio account with the WC website by setting… Continue reading Adding the newsletter sign up pop-up script from the Klaviyo ESP account to the Retail WC site.
Customer Payment-Provision to accept payment other than invoice currency
Customer Payment-Provision to accept payment other than invoice currency
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
Change of Lead Status
Change of Lead Status as Lead-Web Store when created from the webstore
Office 365 integration
Office 365 integration
Automating the shipping methods as per customer preference
Requirements Scenario BBC offers two options for customers to choose their shipping method. The customers can select standard shipping or Express Shipping methods. In some cases, customers can choose some items to be shipped through express shipping and the remaining items through standard shipping. To be more specific, customers can opt for express delivery of… Continue reading Automating the shipping methods as per customer preference