Category: NS Administration

All articles / code related to Netsuite administration

How to know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.

1.       Navigate to Transactions> Customers> Refund Cash Sale> List> View a specific Cash Refund that hasn’t been deposited. Notice a field “Create Check= No” 2.        Open Deposit transactions and view all the transactions included to check if the Cash Refund was included or 3.        Once a Cash Refund has been deposited, notice the ‘Create Check’ field, it will now read as “No  Deposit#”, which is… Continue reading How to know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.

BUDGET REPORT-SUBSIDIARY WISE

SCENARIO Client requires to get a report of budget allocated to Subsidiaries. SOLUTION Here we have to create a budget vs actual report. STEPS Navigation: Report>Banking/Budgeting>Budget vs Actual. Once the stand Budget vs Actual report opens. Click on the customise button: In edit layout shubtab choose necessary head to group by as per your requirement:… Continue reading BUDGET REPORT-SUBSIDIARY WISE

Email Best Practices – Marketing Automation

Best practice includes the use of industry-standard email authentication through DomainKeys Identified Mail (DKIM) and campaign email domains. Best practice also includes the careful maintenance of recipients lists who have elected to receive your email messages. Both practices work to increase your deliverability, and reduce the incidence of your email messages being reported as spam. … Continue reading Email Best Practices – Marketing Automation

Linking Customers and Campaigns for Insights

As your business runs marketing campaigns to engage customers and drive revenue, it’s essential to track the impact of these campaigns on customer interactions. Associating customers with specific campaigns helps in understanding the generated revenue, as well as the number of leads, prospects, and customers resulting from these campaigns. Whether you’re manually selecting lead sources… Continue reading Linking Customers and Campaigns for Insights

Enhancing Campaign Notes and Files

In your efforts to effectively manage marketing campaigns, it’s essential to maintain comprehensive documentation and provide access to relevant resources. Notes and files associated with campaigns help ensure that campaign-related information is well-documented and easily accessible to the relevant stakeholders. Whether you’re jotting down campaign insights or attaching crucial files, the ability to add and… Continue reading Enhancing Campaign Notes and Files

Organizing and Analyzing Marketing Campaigns

As your business conducts various marketing campaigns to engage with customers and drive sales, you need a structured way to organize and analyze these efforts. You want to categorize campaigns based on their types for better reporting and analysis. This categorization helps in understanding the effectiveness of different campaign strategies. Additionally, you aim to capture… Continue reading Organizing and Analyzing Marketing Campaigns

Tracking and Analyzing Online Form Engagement

As your business actively collects leads and customer data through online forms, it’s crucial to gain insights into the effectiveness of these forms. Understanding how often these forms are accessed and completed helps in optimizing lead generation strategies. Additionally, you want to utilize standard reports to analyze the sources of leads coming into your company,… Continue reading Tracking and Analyzing Online Form Engagement