Proposal Summary : This proposal covers adding an HTML report for the stock of the items. Also, the HTML page needs to be downloaded in Excel .
Requirement
- Develop the HTML page for users to access the stock report for the items.
- Set up the sorting options on the HTML page. The default sorting option needs to be set as the ON HAND Qty Column with the largest number on top.
- The HTML page can be downloaded as an Excel file.
- Create a search box at the top of the page for searching items.
Deliverables
- We will develop the HTML page with the help of Suitelet in NetSuite. The HTML page develops as an external link. When the user clicks on the link, they can access the stock report of the items as a table.
- Here we are taking the below field from the item record for setting the values on the table.
- The below field ID s that we are taking for setting the data on the table
1.ON HAND (QTY): Field ID: quantityonhand
2.COMMITED (QTY): Field ID :quantitycommitted
3.ON ORDER (QTY): Field ID: quantityonorder
4.TO ORDER (QTY)
5.PREFERED STOCK LEVEL: Field ID: preferredstocklevel
Here, we are attaching a screenshot of the sample HTML page.
- The above-shown HTML page is an example
- In the sort of options field, we can set the sorting options as price levels, quantity, etc
- As a requirement now, we are setting Quantity on Hand as the default sorting option. Near the Sort option, we can set a sort by field, which includes the ascending and descending options.
- By clicking on the EXPORT button, as seen below, we can download the HTML page as Excel.
- The EXPORT button, used for downloading the HTML page as an Excel, in which the downloaded Excel contains the data which have already sorted.
- Also, here we are set up a search icon on top of the page, and when we are entering the SKU of the item, and that item displayed on the table.
- We will show the child items here, For the matrix items also we are using the corresponding child items.
- If the HTML page contains more than 20 items stock report, we can also provide a pagination set up on that page.
- “Once the HTML page opens, its automatically fetch the data within a time interval and update the content without any reload
Scope & Limitation
- Any changes to the proposed solution will be considered as change request.
- Any additional changes to the UI or functionality will be considered extra.
Assumptions
- The UI will be based on the current theme.
- In the table, on the first column, in the requirement, it says Item # (Part #). So, we are assuming that here we need to indicate the SKU of the item. Please confirm.
- Now the page develops as a standard HTML page .
Queries
- Could you please provide a clarification regarding the search field? On what basis do we need to set the functionality of the search? For example, item name, SKU, etc.
- Please mention if there is any change in the heading of the first column. Can we proceed with item SKU?
- If any suggestions regarding the design of the HTML template, could you please share a demo for that?
- Could you mention whether we need to consider the items that are displayed on the website or all active items?
- Could you please mention about the TO ORDER (QTY) field from the item record?