Proposal for customizing Dormant customer sales tracking report

PROPOSAL FOR DORMANT CUSTOMER SALES TRACKING REPORT CUSTOMIZATION 

 
GRAPH TECH INNOVATION LTD 

_________________________________________________________________________________ 

JOBIN AND JISMI IT SERVICES LLP 

29 JUNE 2022 

Proposal For Customer Sales Tracking Report Customization 
 

This proposal also covers the engagement scope of Jobin and Jismi IT Services LLP, as official implementation partner Of Oracle NetSuite. 

Submitted To  

Dave Dunwoodie 

President / Head of Honcho 

Graph Tech Innovation LTD 

Submitted By  

Rijo John 

Project Manager 

Jobin and Jismi IT Services LLP 

Submitted on 29/06/2022 

Proposal Version 1.0 

Table of contents 

Requirement 

Graph Tech Innovation wants a custom report for listing the customers who have not purchased anything within the date range. 

The resultant customer list can be filtered by using customer type wise (Dealer, OEM, DIST, etc.) 

Solution 

There are limitations on how the report can be developed through standard saved searches, thus we will give users the option of creating the report in EXCEL format from a custom page. The customs page will show a customer list which satisfies the conditions and users will be provided with a button “Generate EXCEL report” on the same page. 

CSV Generation 

We will be implementing a script where the user will get a framework to select the filters and results will be displayed on the custom page. There will be 2 filters on the suite let page mentioned below: 

• Date: There will be two filters to define the date range: Date from and Date To 
• Customer type 

When the user selects the date range and the customer type (Dealer, OEM, DIST, etc.), the result will appear on the same page. 

Note: 

• Filters are working based on AND logic 
• If no filters have been selected, the results will be empty 

There will be one button” Generate EXCEL report” in the custom page that will render the EXCEL file. 

A sample for customer sales tracking csv report is attached below: 
 

The Report result will contain the following columns in result: 

• Name 
• Date of Last Order 
• Status 
• Subsidiary 

• Sales Rep 
• Email 
• Phone 
• Customer Type  

When we load the suite let custom page, the results will be empty, and users must select a filter to see the reports. 

Assumptions 

• The Customer Category field in the transaction is considered as customer type. 
• We will not be adding any Logo in the EXCEL file 

• The Font size and color will be in the NetSuite standard format. 

Time 

Estimate and Effort: 14 hr