Scenario: Only a particular user in the role needs the permission to operate the functionalities of Email marketing campaign without give the permission to all other users in the employees role Solution: Setup > Users/Roles > User Management > Manage User(Administrator) Custom Role: Click EditAccess:Global Permissions:Select CRM Groups, Marketing Campaigns, Marketing Template, Set Up Campaign… Continue reading User need basic Permission to Operate the functionalities of Email Marketing Campaign.
Month: May 2022
Different Types of Testing
There are many different types of testing. Here is a quick breakdown of the most common testing types. Many of these types of testing can be done manually or they can be automated. Accessibility Testing Accessibility testing is the practice of ensuring your mobile and web apps are working and usable for users without and with… Continue reading Different Types of Testing
Basic Permission to Operate the functionalities of Email Marketing Campaign for a custom role.
Scenario: Not able to operate all the basic operations for Mass Email Campaign in a custom role Solution: Setup > Users/Roles > User Management > Manage Roles(Administrator) Custom Role: Click EditTransactions:Permission:Select CRM Groups, Marketing Campaigns, Marketing Template, Set Up Campaign Email Addresses, Marketing Campaign Reports, Perform SearchLevel: Select Full If need we could also add… Continue reading Basic Permission to Operate the functionalities of Email Marketing Campaign for a custom role.
Set Unlimited stock of a product
we can do this by visiting the Advanced Inventory Tab of your product. Just set Manage Stock the option to No If your store contains all digital products then you can set the below option by default, so you don’t need to set it for individual product Manage Stock to No
Billing Schedules in NetSuite
What is a Billing Schedule? Defines the schedule to bill a sale over a range of time or a contract term.For Eg, bill monthly for the sale of a one-year membership, or bill quarterly for a three-year service contract.Manage the billing process by tracking when to invoice customers and how much to bill.Can be apply… Continue reading Billing Schedules in NetSuite
Email alert using Saved search
Scenario: Require a search to alert us whenever a due date(ship date) is changed from 25/12/2022 to any other date First, we need to create a saved search, Under the email tab ticks the send email alert when records are created or updated check box. In the specific recipients subtab enters the name of the… Continue reading Email alert using Saved search
To edit a purchase order
Go to Vendor Dashboard > Transactions > Enter Purchase Orders > List. Click Edit next to the purchase order you want to change. On the purchase order, make the necessary changes. If the vendor has already received the earlier version of the purchase order, be sure to state that this is a revised order in the Vendor Message field. To… Continue reading To edit a purchase order
To view the status of a purchase order
Go to Vendor Dashboard > Transactions > Enter Purchase Orders > List (Administrator). The order Status column displays the order status on the Purchase Orders page. With the Advanced Receiving Feature off: *Pending Supervisor Approval – The purchase request has not been approved. *Rejected By Supervisor – The purchase request has been declined. *Pending Receipt… Continue reading To view the status of a purchase order
Adding Alt Attribute To All Images
Display Price Level as Columns in Pricing Saved Search
To show Price Levels as separate columns on Pricing Saved Searches, perform the following: 1. List > Search > Saved Searches > New > Pricing > Pricing Search 2. On the Criteria tab Set: Price level – is any of pricelevel1, pricelevel2, pricelevel3, (select the price levels needed) 3. On the Results tab set the following; Item | Summary Type = Group Formula Numeric | Summary Type = Maximum | Formula… Continue reading Display Price Level as Columns in Pricing Saved Search