Proposal summary
This proposal covers the implementation of the NetSuite customer portal for customers to request the creation of sales orders and view the orders created.
Requirement
The client wants to have a customer portal within NetSuite for the smooth creation and management of Sales Orders. The customers should be able to enter the order details including item specifications, expected delivery dates, etc through the portal. The provided details will be accessible to the NetSuite user, enabling them to generate a quote based on the data. The customers will be able to view and confirm the Quote created. Upon confirmation, the NetSuite user can create a sales order record from the Quote. The customers should be able to view the orders requested by them and add notes to the same. The NetSuite users need to be notified automatically on adding a note.
Deliverables
We can create a custom ‘Customer Center’ dashboard and provide access to the relevant customers. The dashboard will have the following features:
- The dashboard will have a ‘Request Order’ link which customers can use to open a custom record page to enter the details of the sales order to be created. The data entered by the users will be stored as a custom ‘Order Request’ record.
- The ‘Order Request’ record will have a unique document number.
- The customer can choose to request a quote or order to be created from the request.
- The customers will be able to view the quotes created by the NetSuite users in the ‘View Quotes’ link in the ‘Customer Center’. The customers can approve the quotes by using the ‘Approve’ button in the quote record.
- The customers will be able to view the orders created by the NetSuite users in the ‘View Sales Order’ link in the ‘Customer Center’.
- The customers can also view all the order requests using a custom link (‘View Order Requests’) in the ‘Customer Center’ dashboard that will take them to the list of ‘Order requests’ submitted by them.
- The customers can use the ‘new Note’ button under the standard ‘User Note’ subtab to add a message/note related to an Order Request, Quote, or Sales order to the NetSuite user. The message will be sent to the NetSuite user as an email.
- The notes added by the customer after creating an order/quote will be visible under the ‘Communication’ subtab of the sales order/quote as an email.
- The supervisor user of the customer can be specified in the customer record and the email notification will be sent to this user.
Customizations for the NetSuite(supervisor) users:
- The ‘Order Request’ records will be available on a custom list page for the NetSuite users showing only the order requests created by the customers under them (if there are specific supervisor users for customers).
- There will be a ‘Create Quote’ and a ‘Create Sales Order’ button in each Order Request record which can be used by the NetSuite user to create quotes and sales orders. The standard ‘Sales Order’ button in the Quote record can be used to convert quotes to sales orders.
- On clicking the Create Quote/Create Sales Order button, the related record window will be opened in the create window with the values populated from the Order request record.
- NetSuite user will receive an email notification from NetSuite when a note is added by the customer.
- The NetSuite user can reply to a note using the ‘new Note’ button under the standard ‘User Note’ subtab.
Assumptions
The NetSuite supervisor user/users that manage each customer should be specified in the customer record and the email notification will only be sent to these users when the customer adds a note to the order. A default user can be set as the recipient of the emails in case no user is added in the record.
Currently, only the ‘create sales order’ permission will be removed from the ‘customer center’ and all the other standard permissions under ‘customer center’ will be kept the same.
Risk
The quotes created by the customers will appear in the standard quotes list and can only be identified by filtering the creator of the record.
The item selection fields in the ‘Order Request’ create form will only show the standard item name. This can be different from the item name/id used by the customer. In such scenarios, the customer will have to communicate the item details through the ‘Notes’ functionality.
Estimate
Estimated Effort: 44 hours