Client Request: “We require an efficient system to manage our projects throughout the entire sales process, from the initial stages to successful execution. Additionally, we want to maintain a clear separation of project data from customer records to ensure clarity and organization. We are looking for a solution that allows us to define and manage… Continue reading Project Management Process in NetSuite without Using Project Management Module
Author: Diniya A J
Maximizing Customer Project Management with NetSuite
Client Request: “We need a streamlined approach to track our customer projects within NetSuite, ensuring we can efficiently monitor costs and revenues for each project. We require a solution that allows us to customize project records, track expenses, and generate detailed reports to better understand project performance. Additionally, we want to ensure that our project… Continue reading Maximizing Customer Project Management with NetSuite
Configuring Landed Cost Allocation per Line Preference
Client Requirement: ABC Company, an e-commerce retailer, imports various products from international suppliers. They have recently started experiencing issues with their landed cost calculations, which are affecting their profitability analysis and financial reporting. They want to ensure that landed costs are allocated accurately to each product and transaction. Additionally, they need the flexibility to allocate… Continue reading Configuring Landed Cost Allocation per Line Preference
Configuring Roles and Permissions for Estimated Landed Cost
Summary: This article guides NetSuite administrators through the process of configuring roles and permissions to enable Estimated Landed Cost functionality for different user roles. It explains how to enable Estimated Landed Cost for various standard roles and provides steps to set up permissions and forms for other roles that require access to this feature. Requirements:… Continue reading Configuring Roles and Permissions for Estimated Landed Cost
Importing Landed Cost Templates in NetSuite: Guidelines and Best Practices
Summary: This article provides comprehensive guidelines for preparing and importing landed cost template mappings into NetSuite. It covers the supported methods for importing estimated landed costs, details on updating import files with internal IDs, exporting existing mappings, editing fields, handling currency, and useful resources for creating CSV files for import. Requirements: A basic understanding of… Continue reading Importing Landed Cost Templates in NetSuite: Guidelines and Best Practices
8 Factors of Landed Cost
Landed cost can add up quickly, especially for businesses that import and/or export products. Landed cost incorporates various fees, not all of which may apply to every business or shipment. Shipping/freight cost: This is the price of physically transporting a product to its destination, whether by land, air or sea. It makes up the bulk… Continue reading 8 Factors of Landed Cost
What Is Landed Cost?
What Is Landed Cost? Landed cost is the sum of all expenses associated with shipping goods to their final destinations, whether that means onto shelves in a warehouse or store or straight to a customer’s doorstep. The concept may sound like a case of simple addition — and sometimes it is that straightforward — but… Continue reading What Is Landed Cost?
Ranking Items with Multiple Sorting
Sort the items based on the following order: Qty Sold -> Descending Qty Available > 2 -> Descending Qty Available <= 2 and Status = A,B -> Descending Qty Available <= 2 and Status = S -> Descending Brand in the following order: Bosch LG Appliances GE Appliances GE Profile Cafe Samsung Thermador Monogram Other… Continue reading Ranking Items with Multiple Sorting
Transaction Email Capture Now Available
Transaction Email Capture SuiteApp version 1.0.1 is now available for installation from the Search & Install Bundles page as a paid and managed SuiteApp. The SuiteApp enables employees and vendors to send vendor bills in PNG, PDF, or JPG file format through email. The SuiteApp works with the Bill Capture feature which lets you review details of file attachments before creating a… Continue reading Transaction Email Capture Now Available
Email Enhancements for Transaction Email Capture
The Transaction Email Capture SuiteApp, which enables the email capability for Bill Capture feature, includes the following enhancements: Increase in File Size Limit – Previously, the vendor bill file attachment limit is 5 megabytes (MB). In the latest version, email senders can now attach files up to 8 MB in size.For more information, see Sending Vendor Bills… Continue reading Email Enhancements for Transaction Email Capture