Proposal Summary
This proposal outlines the customization of sales order entry screen and sales order management within the production environment as of standard NetSuite sales order management functionality.
Requirement
- Create a new sales order form for handling sales order process for Enduro. The new form needs to incorporate additional fields like “Number of pallets,” “Type of pallets,” and “Chep account number,” etc. with the specified input formats such as text fields and dropdown menus.
- Set up the customer data and configure the pricing process for each customer based on the item.
- Configure the Freight charge field with the drop-down menu along with the pricing for freight.
- Set up the sales order, fulfilment, and invoice process to improve the efficiency of each process for all parties involved.
- Add speed button on sales order for sending the emails to the warehouse team upon the order creation.
- Automatically send the email to the customers, once shipping is completed.
Proposed screen
Deliverables
To achieve the customization in the sales order and the process in NetSuite, the following steps will be taken:
- We will create a new sales order form and will configure the custom fields includes with the specified input formats such as text fields and dropdown menus.
- We will add the dropdown options in the Freight charge field on the sales order and will include a field to display the pricing for each freight option.
- We will create a custom field within the location records to store the warehouse’s Email address.
- We will add ‘Send email’ speed button into the sales order screen for sending the email to warehouse, which will be displayed only after the creation of the order at view mode. By clicking on the email button, the email will be sent to the email address associated with the location in the order.
- We will configure for the automate process such as the order creation, Item fulfilment followed by the Invoicing in the system.
- We will create the custom email field to keep the financial email address on the customer record and will import the email address into NetSuite using this CSV template provided.
- We will develop the workflow/script to send the automatic email along with the Sales order PDF, when the shipping is completed.
- We will create the custom fields in the customer record if the filed is not existing in the system for store the specific customer details within the preferred form. And will update all those field values by CSV import.
- The unit price of each product will be different for each customer. So that to set automatic sales price on sales order based on the customer, we will configure the item price of each product on item pricing subtab of customer record.
Assumptions
- Enduro will provide the list of fields needs to be created in the sales order and the customer records.
- Enduro will be provide the sales price of each product for each customer. The format of the CSV file will be provided by JJ.
- The list of financial email address of customer will be provided by Enduro.
- We assume that the Invoice will be created only after the shipping the item to customer.
- This proposal does not consider the PDF customization and dashboard setup.