Author: Divya Unnikrishnan

Adjust the IR rate in a subsequent open accounting period  We can adjust the Item Rate of the Item Receipt in another open accounting period.   The variance however will be associated with the Item records and not the Item Receipt transaction.  For instance, an Inventory item was received at $50 but the same was billed for… Continue reading Updation of item rate in IR falling in closed period – Subsequent open period adjustment approach

If the variation in the Item Receipt rate and Bill rate needs to be shown in the GL accounts only, we can consider the Journal entry approach for the same.We can enter a Journal transaction for adding the variance amount to the respective GL account directly without impacting the inventory costing method or the Item… Continue reading Update Item rate in IR in closed period – Journal entry approach

By standard, it is not possible to edit nor delete a transaction that has GL impact in NetSuite once its corresponding accounting period is closed. If we require to change the Item rate in the Item Receipt transaction itself in the relevant accounting period, the accounting period will need to be reopened. At the time… Continue reading Updating Item rate in Item Receipt records in closed period – Reopening Accounting period approach

Marketing preference We can set company marketing preferences at Setup > Marketing > Preferences > Marketing Preferences. The following preferences affect how our company works with marketing campaigns:  Marketing Template Folder – Choose a file cabinet folder to store our marketing templates. When we set up Marketing Automation, NetSuite creates the Marketing Templates folder in our File… Continue reading Email Campaign – Marketing preference

Email Marketing Campaigns  Email marketing campaigns are used to generate email messages we send as part of a marketing effort.  To create an email marketing campaign:  Go to Campaigns > Marketing > Marketing Campaigns > New.  Under Primary Information:  If we use custom forms, we can select a custom campaign form.  Enter an ID for… Continue reading NetSuite Email Marketing Campaigns

Subscription Management  NetSuite provides us with the tools we need to manage the email preferences of those with whom we do business. Email message we send through email campaigns or bulk email merge operations contains a message in the footer with a link and instructions to unsubscribe.  Email recipients can have one of four subscription statuses: … Continue reading Email Campaign – Subscription Management

To set up our email domain name in NetSuite:  Go to Commerce > Hosting > Domains.  In the Domain Name column, enter the domain name we have registered to send campaign email messages.  In the Hosted As column, select Email Campaign.  Click Add.  Repeat these steps for each email domain we want to add.  Click… Continue reading NetSuite Email Campaign Domain

Optimizing Email Campaigns NetSuite provides tools the marketing department needs to maximize the deliverability of the email campaigns and build our reputation with ISPs as a legitimate marketer. The NetSuite Marketing Application Terms of Service specifically prohibit the use of email marketing campaigns for sending spam. Spam is defined as any email that is sent… Continue reading Optimizing Email Campaigns

EMAIL MARKETING CAMPAIGN IN NETSUITE The integrated marketing tools in NetSuite enable us to create and track all aspects of our email campaigns. We can measure return on investment and determine which email campaigns produce the most leads. We can also view reports of how many recipients are receiving our offers. Unlike other campaign channels,… Continue reading Introduction to NetSuite Email Marketing Campaign

The SuiteApp requires us to enable a plug-in and set preferences to let vendors and employees send vendor bills through email.  Setting Up Transaction Email capture preferences  Go to Setup > Company > General Preferences.  Click the Custom Preferences subtab.  On the Transaction Email Capture section, select the following for each field:  Vendor Bill Email… Continue reading Setting up Transaction Email Capture