Proposal summary
This proposal describes the requirements and the solution for Customer Paperwork and credit app
Requirement
The requirement is to create a page where the customers can fill in the details online and once they save it, the information populates in the NS system as a lead with the information attached. After submitting the form, the user has to take a print of the form.
Online form:
Our Solution
Prerequisite
- WordPress website admin access with username and password
- WordPress file access (server access) to add custom template page
Description
The requirement can be achieved by creating a form on the website and upon the form submission, sending the details to Netsuite to create the Lead record.
We can develop the form with an appropriate design similar to https://magswitch.com/productinquiry/ page.
A sample screenshot is given below: (Just for reference)
Users can upload their signature as the image in the form.
After submitting the form the user redirects to a page that contains one success message and a print Button. When the user clicks on the print button, redirect to the print page and the user can download the print.
Assumptions
Field mapping :
| Online form | Lead Record in Netsuite |
| Contact Name: (text field) | New custom field in the lead record |
| Contact Email Address(text field) | New custom field in the lead record |
| Full Legal Name/Business Entity(text field) | COMPANY NAME |
| Phone Number(text field) | Phone |
| fax Number(text field) | Fax |
| Physical Address(text field) | address.address1 |
| City(text field) | address.city |
| State(list field) | address.state |
| *Zip(text field) | address.Zip |
| Billing Address(text field) | address.address1 |
| City(text field) | address.city |
| State(list field) | address.state |
| Zip(text field) | address.Zip |
| Website(text field) | WEB ADDRESS |
| Company Type(list field) | CATEGORY (MAG) |
| Industry of business(list field) | INDUSTRY |
| Year business established(text field) | New custom field in the lead record |
| Federal Tax ID (if incorporated) & state (text field) | New custom field in the lead record |
| Credit line requested (USD) Tax-exempt? (Yes or No, if yes provide a valid certificate) PO required? (Yes or No) (text field) | New custom field in the lead record |
| BANK REFERENCES | |
| Bank Name(text field) | New custom field in the lead record |
| Account #(text field) | New custom field in the lead record |
| Contact Name & Email(text field) | New custom field in the lead record |
| Address(text field) | New custom field in the lead record |
| City(text field) | New custom field in the lead record |
| State(list field) | New custom list field in the lead record |
| Zip(text field) | New custom field in the lead record |
| Phone(text field) | New custom field in the lead record |
| TRADE REFERENCES | |
| Company Name(text field) | New custom field in the lead record |
| Contact Name(text field) | New custom field in the lead record |
| Email(text field) | New custom field in the lead record |
| Address(text field) | New custom field in the lead record |
| City(text field) | New custom field in the lead record |
| State(list field) | New custom list field in the lead record |
| Zip(text field) | New custom field in the lead record |
| Phone(text field) | New custom field in the lead record |
| COMPANY CONTACTS | Create contact lines in lead record |
| Purchasing Contact(text field) | Contact |
| Phone(text field) | Main Phone |
| E-mail Address(text field) | |
| *A/P Contact(text field) | Contact |
| Phone(text field) | Main Phone |
| E-mail Address(text field) | |
| Sales Manager Name(text field) | Contact |
| Phone(text field) | Main Phone |
| E-mail Address(text field) | |
| President Name(text field) | Contact |
| Phone(text field) | Main Phone |
| E-mail Address(text field) |
- The primary subsidiary and category in body level are mandatory in the Lead record. So we will add a new field Subsidiary in the form and the entered subsidiary will be set into the primary subsidiary field. And value from Company Type in the form will be set into the category field in the lead record.
- The subsidiary is mandatory under contacts in the lead record. So we will add the lead subsidiary will be set in the subsidiary field on contact in the lead record.
- Status, custom form, and Terms will set default values when creating the lead record.
Risks
- We haven’t found fields for bank preference and trade preference in the NetSuite Lead record. So we will create new custom fields under the new tab bank preference and trade preference.