Proposal Summary This proposal documentation outlines the scope of setting up an auto invoicing in NetSuite from different file structures. Requirement The client aims to automate the creation of invoices by integrating with six different external applications, each with its unique data models from six different subsidiaries. Currently, they are using different applications and data… Continue reading Proposal for Auto Invoice creation from different CSV files
Tag: proposal
Proposal for Mini Cart and My Account enhancements for personalized products
Proposal Summary This proposal covers the suggetions for enhancing the Cart, Mini Cart and the MyAccount page in the Suite Commerce Website of The Artina Group. Requirement The requirement is to add the enhancement • Cart and Mini-Cart Page: Add a button on the mini-cart and cart page to remove all items with a single… Continue reading Proposal for Mini Cart and My Account enhancements for personalized products
PROPOSAL FOR CUSTOM SALES ORDER ENTRY SCREEN & PROCESS
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… Continue reading PROPOSAL FOR CUSTOM SALES ORDER ENTRY SCREEN & PROCESS
PROPOSAL FOR INVOICE PAYMENT THROUGH STRIPE WITHOUT LOGIN TO WEBSITE
Proposal Summary This proposal covers the implementation of the Payment Option for the buyer group to pay the invoices by entering the Invoice number without login to website. Requirement The requirement is to setup payment option in the header of the Elevate Oral Care website to pay the Invoices. If a payor comes to the… Continue reading PROPOSAL FOR INVOICE PAYMENT THROUGH STRIPE WITHOUT LOGIN TO WEBSITE
Updated Proposal for system performing the calculation automatically by typing the a size
Proposal Summary This proposal covers the scope of Auto-Generation of Item Numbers and Price Calculation based on Customer Tier, Collection/Design and selected size option from dropdown filed on item record. Requirement Knot & Co. seeks to implement an automatic generation feature for the item Name/Number on the item record when creating new records. This functionality… Continue reading Updated Proposal for system performing the calculation automatically by typing the a size
GGBN-275-Workorder Management System Integration Proposal Web app
Requirement The customer requires the ability to manage work orders stored in the customs record through the web app, necessitating the following features for updating work orders: Update field values in work orders. Add comments and display a list of previous comments. Add attachments and display a list of previous attachments. Showcase previous changes and… Continue reading GGBN-275-Workorder Management System Integration Proposal Web app
Separate Invoicing for GST and Non GST Items Proposal
Proposal Summary This proposal covers the scope of the Separate Invoicing of GST and Non-GST items. Requirement Xseed requires Separate invoicing of Nil GST and GST items. The sales orders will be created for both GST and Non-GST items. They have three types of items being invoiced for their customers. S. No. Item Type Inter… Continue reading Separate Invoicing for GST and Non GST Items Proposal
Proposal for schedule multiple searches to send email in first business day of each month.
PROPOSAL Requirement schedule existing NetSuite saved searches for monthly emails to be sent on the first ‘Business’ day of each month, considering weekends and holidays. Automate this process to ensure it happens without manual intervention every month. Objectives Establish a holiday calendar within NetSuite and utilizing the designated holidays along with weekends (Sunday and Saturday),… Continue reading Proposal for schedule multiple searches to send email in first business day of each month.
Proposal for Auto Applying Discount on Drop Ship PO Items
Proposal Summary This proposal is to display a popup when a Drop Ship Purchase Order is edited. Upon clicking the button within the popup, the system should automatically apply the discount to the Purchase Order. Requirement To apply the discount on the line item of Drop Ship PO. A popup needs to display and… Continue reading Proposal for Auto Applying Discount on Drop Ship PO Items
Proposal for advanced PDF/HTML template for different transaction forms
Proposal Summary This proposal covers the scope of customizing advanced PDF/HTML templates for Sales Order and Invoices. Also, creation of advanced PDF/HTML templates for Packing Slip, Picking ticket, Credit Memo and Return Authorization. Requirement The requirement includes customizing the advanced PDF/HTML template “AP Sales Order PDF/HTML Template – Without Link” for sales order… Continue reading Proposal for advanced PDF/HTML template for different transaction forms