Category: Unapproved R&A

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.

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

PROPOSAL FOR IMPLEMENTING CSR APPROVAL OF PACKED ITEM FULFILLMENT WITH DIMENSIONS AND WEIGHTS

Requirement    Corp Design USA needs the CSRs to approve the information that the warehouse is adding on the item fulfillments while packing, before they are sent to the freight company. The idea is that when the warehouse adds the dimensions and weight on the IF’s, the CSR should receive an email or a notification where… Continue reading PROPOSAL FOR IMPLEMENTING CSR APPROVAL OF PACKED ITEM FULFILLMENT WITH DIMENSIONS AND WEIGHTS

Proposal for NetSuite – Google Drive Integration

Requirement The client is looking for a NetSuite – Google Drive integration to archive the attachments in NetSuite to Google Drive. All the files attached to  the NetSuite records and standalone files in the NetSuite file cabinet must be uploaded to Google Drive. PDF documents should be  generated for transactions and they should also be… Continue reading Proposal for NetSuite – Google Drive Integration

PROPOSAL FOR AUTOMATING CUSTOMER ORDER APPROVAL & PRIORITIZE ORDERS FOR EXPEDITE PROCESSING

Requirement  Corp Designs needs a customization that automates the customer order approval process in NetSuite and setting priorities for orders and sending them to Footprint accordingly for expedited processing.   Deliverables Customer Approval Process  When an order is created in NetSuite, we will set its default status to ‘Pending Approval‘.  We will incorporate two buttons into the… Continue reading PROPOSAL FOR AUTOMATING CUSTOMER ORDER APPROVAL & PRIORITIZE ORDERS FOR EXPEDITE PROCESSING

PROPOSAL FOR EXPEDITE SALES ORDERS TO FOOTPRINT BASED ON PRIORITY

Requirement    Corp Designs needs a customization that facilitate setting priorities for orders and sending them to Footprint accordingly for expedited processing.   Deliverables  We will add a checkbox in Sales Order records in NetSuite.  The checkbox will be labelled as “Expedite Order”.  The checkbox created can be used to prioritize the orders in NetSuite.  We… Continue reading PROPOSAL FOR EXPEDITE SALES ORDERS TO FOOTPRINT BASED ON PRIORITY

Proposal For Shipping Rate And Threshold

Proposal Summary  This proposal covers the scope of adding the customizations in SuiteCommerce Advanced, for updating the shipping rate and threshold in the orders  Deliverables  In order for this to work properly in SuiteCommerce Advance, we will use the same logic as in production.  We will update the existing scripts for changing the new threshold… Continue reading Proposal For Shipping Rate And Threshold

Proposal for Restricting Item list in SCMA

Proposal Summary  This proposal covers the scope of displaying item lists based on customer segments within SuiteCommerce My Account (SCMA).  Requirement  The requirement is to show items in SCMA based on customer segments.  Deliverable  In order to build different customer segments based on their attributes, we will be using customer segments. Additionally, we allocate customers… Continue reading Proposal for Restricting Item list in SCMA