Setting the Form for Pop-Ups

For the entry forms, there will be a normal form and an external form. The external form will be used in popups when you add a record of this type from another record. To use the pop-up form as the normal form, check the ‘Use for pop-ups’ box in the normal form setup.

Behavior of Kit/Package in Item Fulfillment

When users fulfill Kit/Package, not all components are displayed in the fulfillment page for picking. Only components that are numbered items or items using bins will appear for picking in order to require users to configure Inventory Details. Regular items and those that do not use bins will not be displayed but their corresponding quantities… Continue reading Behavior of Kit/Package in Item Fulfillment

Converting Lead to Customer Without Creating a Transaction in NetSuite

Converting leads to customers is a pivotal aspect of any business’s growth strategy. While NetSuite is a powerful tool for managing customer data and transactions, there are ways to convert leads without immediately creating transactions. The Lead Status field in the lead record allows for the modification of the lead status. Altering the status to… Continue reading Converting Lead to Customer Without Creating a Transaction in NetSuite