Author: Divya Unnikrishnan

Scenario – The client wants to have the dashboard portlet to display the top 10 results of a particular Saved Search and present the cumulative total of only those results within the dashboard. Remarks: In the context of dashboard portlets associated with Saved Searches, it’s worth noting that the ‘Custom Search’ portlet is employed to… Continue reading Display the top 10 search results with their total in the dashboard portlet

The steps taken for configuring flexible sample setup are: The Sample rate in the Quality Inspection was configured as 100%. Ensure that the ‘Collect Sample data’ checkbox is marked. The Sampling Profile was configured as 100% and labeled ‘Flexible Sampling’. No changes were made in the inspection data fields pertaining to the samples inspected. The… Continue reading QMS- Flexible Sampling setup

With regards to attaching inspection pdf documents to item records, it is suggested to create a custom record where we would be able to attach files and see all the attached files as sublists. Create a subtab labeled ‘Inspection Document’ under the ‘Quality’ tab in Item Records. Here, we would be able to view all… Continue reading QMS – Custom process of attaching inspection reports to records

Move Inventory If we have multiple locations, we can view our item records or review negative inventory to assess our stock levels for each location. To handle inventory requirements across locations, we can transfer inventory through the following forms: Inventory Transfer – to transfer inventory by increasing the on-hand quantity on one location and decreasing… Continue reading Basic Inventory Processes – Move Inventory

Bin Management To identify places in our warehouse where we store inventory items Track on-hand quantities within a warehouse Tracking items by bins can help organize receiving items Simplify picking items to fulfill orders Two NetSuite features: Bin Management Putting Away Items in Bins – To put away an item immediately, we can edit the… Continue reading Basic Inventory Processes – Bin Management

Inventory Count The Inventory Count feature supports improved tracking of inventory and tighter control over assets First define the Next Count Date and our intended Count Interval in days on an item record Creating Calculated Inventory Counts – Use NetSuite’s calculated list of items to create one or more inventory counts that are due. Creating… Continue reading Basic Inventory Processes – Inventory Count

When we receive inventory from our vendor, those items are committed to existing open orders or backorders. We can use the Reallocate Items transaction to manually reallocate these items to different open orders than the ones they are automatically allocated to. We can reallocate items to orders as needed instead of using the item commitment… Continue reading Basic Inventory Processes – Reallocate Items

Sell and Fulfill Inventory Selling and fulfilling items from our inventory affects our stock levels, accounting records, and item commitment. We can track back ordered items through reports and receive alerts for underwater inventory. Selling Inventory: Record inventory sales by adding an item to a sales transaction Sales are integrated with inventory records, inventory records… Continue reading Basic Inventory Management process – Sell and Fulfill Inventory

Reviewing Negative Inventory An item’s inventory level should be zero or positive prior to distribution We can identify any negative inventory values that can be corrected by adjusting them to be positive To adjust our inventory levels, we can use either of these forms: Inventory Adjustment Form: Inclusive of the previous stock total Inventory Worksheet:… Continue reading Basic Inventory management process – Reviewing Negative Inventory

From the time a customer lets us know they want to return an item until the time they are credited or refunded for that item, we need to track each step in the return process for that item. Tracking returns helps us to know the following:• What items and quantities to expect• Whether we have… Continue reading Return Management – Customer Returns