The table below outlines the standard features provided by NetSuite. It provides an overview of whether Hailstone Innovations Pvt Ltd is currently utilizing these features within their NetSuite account, and also indicates whether these features are available and activated in their account. SL No: Features Sub features Using Not using Feature enabled Feature not enabled … Continue reading Table indicating features of standard CRM process flow
Author: Geethu Krishna
Business Requirement Document (East Electronics)
REQUIREMENT DOCUMENT FOR MynTahl Corporation DBA East Electronics The document provides an overview of the successful implementation of subsidiary in NetSuite for MynTahl Corporation DBA East Electronics. Additionally, it details the involvement and responsibilities of Jobin and Jismi IT Services LLP, who serve as official implementation partners for Oracle NetSuite. Submitted To MynTahl Corporation… Continue reading Business Requirement Document (East Electronics)
Error in unclosing the sales order
The process of unclosing a closed sales order Click on the edit button of a closed sales order. Under the items subtab – against the line item- click on the column closed and uncheck the checkbox. Click on save – the status of the sales order will now change to pending fulfilment. Issue – The… Continue reading Error in unclosing the sales order
Time tracking cases
A case tracks the issue that the customer reports and how the support staff respond to it. There are different ways in which cases are created To create a case in NetSuite the navigation used is – list>support>cases>new. Time Tracking enables the monitoring of time spent on cases and the option to bill clients for… Continue reading Time tracking cases
Upselling and using upsell manager wizard
Upselling involves motivating customers to buy a higher-end product that is comparable to the one they are considering. The Upsell Manager functionality enhances the sales and marketing endeavors by identifying prime opportunities for upselling specific items and pinpointing the ideal customers to focus on. This procedure is also referred to as product affinity analysis. To… Continue reading Upselling and using upsell manager wizard
Prerequisite document – Hailstone
CRM Requirements This document covers summary of Prerequisites that is required from Hailstone team in relation with the CRM requirements put forth by Hailstone Innovations Pvt. Ltd. Queries based on the Sales Flow In the lead creation stage, could you kindly verify whether the leads are assigned to the sales representative after they are MQL… Continue reading Prerequisite document – Hailstone
Incorrect figure in the amount column in the saved search for journal entries
Saved search to fetch the list of Journal entry for the period April, 2022 to March, 2023, capturing Journal entry no, Journal Entry date, approval date, amount, created by and approved by. The navigation to create a new saved search is – list>search>saved searches >new. Saved search is created under the type -transaction. Under the… Continue reading Incorrect figure in the amount column in the saved search for journal entries
Setting sales territory with existing sales rules
Sales territory refers to a specifically defined geographical area or a group of customers that are assigned to a sales team or individual. The purpose of this assignment is to accomplish allocated sales objectives and targets within that particular area or customer group. To create a sales territory Navigation – set up> sales> sales territories>… Continue reading Setting sales territory with existing sales rules
How to set sales target/quota
A sales target/quota refers to a precise aim or objective established by a company or individual, outlining the quantity of products or services they intend to sell within a designated time frame. Sales targets serve the purpose of monitoring performance and inspiring sales representatives or teams to achieve their goals. To set a sales quota,… Continue reading How to set sales target/quota
Workflow to show message on days overdue.
When generating a sales order, display a notification indicating that the days overdue are equal to or exceed 30 for customers whose days overdue meet this condition. Sales orders meeting this criterion should be created with a status of “Pending Approval. To create a workflow the navigation used is customisation > workflow > workflows> new… Continue reading Workflow to show message on days overdue.