Proposal summary This proposal outlines a new enhancement to the Sales Order discount management process in NetSuite. The proposed solution will allow users to either input a discount percentage or a flat discount amount directly within “Discount Value” column in the item sublist. Additionally, a custom column will display the calculated discounted amount for each… Continue reading Proposal for Discount Policy Impact on GL
Tag: Implementation Proposal
Proposal for Automated Email Notifications for Outstanding Invoices
Proposal Summary This proposal covers the implementation of a solution that automates email notifications to customers with outstanding invoices for the client by the Implementer. Requirement. The Client required to automate the sending of email notifications to customers with outstanding invoices based on two specific trigger dates: An email will be sent before the 20th… Continue reading Proposal for Automated Email Notifications for Outstanding Invoices
Proposal For Sales VS Quota Report for Partners
Proposal For Sales VS Quota Report for Partners This proposal covers the scope of enabling the “Elevate Outside Sales Rep” role to view their own sales quotas alongside actual sales data without accessing other sales representatives’ information NetSuite for Elevate Oral Care (hereafter referred as the client). This proposal also covers the engagement scope of… Continue reading Proposal For Sales VS Quota Report for Partners
Proposal For Credit Card Charges Approval Workflow
Proposal Summary This proposal outlines the plan to implement an approval workflow for Credit Card Charges in NetSuite for Advantmed. The goal is to ensure that all credit card transactions are reviewed and approved before they are posted, thereby enhancing financial controls and reducing the risk of unauthorized or erroneous charges. Requirement from Advantmed Advantmed… Continue reading Proposal For Credit Card Charges Approval Workflow
PROPOSAL FOR ITEM RESTRICTIONS ON SALES ORDER BASED ON SHIPPING ADDRESS AND SHIPPING METHOD
Proposal Summary This proposal covers the scope of restricting items on sales order based on the shipping address and shipping method. Requirement The requirement includes restricting certain products from being added to sales orders for customers in certain areas due to shipping restrictions and some items cannot be shipped internationally due to being… Continue reading PROPOSAL FOR ITEM RESTRICTIONS ON SALES ORDER BASED ON SHIPPING ADDRESS AND SHIPPING METHOD
Proposal For B2B SuiteCommerce Advanced Website Implementation (Functional Requirments)
Functional Requirements User registration and login: The website should allow users to create accounts, register, andlog in securely with proper authentication methods. For every successful registration, theadministrator should be able to review the request and approve it, before the customer canplace Orders. Product Catalog: The website should provide an organized catalog of products, specific tothe… Continue reading Proposal For B2B SuiteCommerce Advanced Website Implementation (Functional Requirments)
Implementation Proposal for EVM
Opportunity Summary EVM Group is synonymous with passion, integrity, and hard work. The organization has been present in a wide area of manufacturing and service sectors for 20 years. This includes automobiles, hotels, Plantation, Transportation, Entertainment, etc. The company is headquartered in Kochi, Kerala. The branches are available within the country. In the initial stage,… Continue reading Implementation Proposal for EVM
Implementation Proposal for RSP
Opportunity Summary RSP is a global design consulting organization with offices in multiple countries. RSP has a proven track record of designing and executing wide range of construction projects. IT Parks & Campuses, Commercial & Retail, Residential, Healthcare & Hospitality, SEZ’s, Industrial Parks, Institutional buildings, and Integrated Townships are currently in the portfolio. RSP Group,… Continue reading Implementation Proposal for RSP
Implementation Proposal for Toonz Media
Opportunity Summary A multinational business with its headquarters in Ireland and operations in 8 countries, Toonz Media specializes in media and family entertainment. The best entertainment firm, Toonz, has extensive knowledge of visual effects, animation, content creation, and other fields. With locations in India, Singapore, United States, UAE, Spain, United Kingdom, New Zealand. Animation, visual… Continue reading Implementation Proposal for Toonz Media
Implementation Proposal for GMA Pinnacles Automotives Private Limited
Opportunity Summary GMA Pinnacle Automotives Private Limited is the Authorized dealer for Jeep SUVs in Kerala. They have their presence in the cities like Aluva -Muttom, Vytilaa – Maradu, and Muvattupuzha. Also, the Jeep service center at Kakkanad. The company is headquartered in Aluva. The company does not have an existing ERP now. The… Continue reading Implementation Proposal for GMA Pinnacles Automotives Private Limited