Category: Approved R&A

All approved R & A proposals.

Proposal For Debit Merchant Fee For Paypal and Shopify Payments

CCH-92 Proposal summary This proposal is for debiting the merchant fee for shopify & paypal payments. Requirement  If an order is created from  BOTH DTC sites (Tableshop/shopify and crow canyon home/WooCommerce) then the amount should break out the merchant fees so it is easier to match up. 1) Debit merchant fee to “Merchant fees”. Merchant… Continue reading Proposal For Debit Merchant Fee For Paypal and Shopify Payments

Purchase history page – Search by Invoice number

Requirement Add the option to search by Invoice number on the purchase history page Our Solution On the purchase history page currently, we have the option to search by the sales order number. In order to add the option to search by invoice number We can have 2 options.  1. Use the same input field… Continue reading Purchase history page – Search by Invoice number

Netsuite-Google Calendar Integration Proposal

The proposal covers the one way integration between the Netsuite and Google calendar. The event should be created/updated in the Google Calendar based on the datas stored in the customer record.  Requirement  The requirement is to sync the Netsuite data to the Google calendar. The Sales planner adds the information about the appointments in the… Continue reading Netsuite-Google Calendar Integration Proposal

PROPOSAL FOR STORING PRODUCTS QUANTITY FROM SUPERIOR TO NETSUITE

This proposal summarizes the establishment of connecting the Netsuite and Superior Communications using API. Requirement The Products quantity from the superior communication needs to be updated in the Netsuite  Quantity of Products shown at Superior will be able to be seen in Netsuite. Create a connection between NetSuite and Superior through API . Fetch products using… Continue reading PROPOSAL FOR STORING PRODUCTS QUANTITY FROM SUPERIOR TO NETSUITE

Create invoice from CSV file.

Create invoices from uploaded CSV files. Users will be manually updated the CSV file in the file cabinet using a custom record. Using this CSV file we need to create invoices for each item in the CSV. The Invoice creation SO mapping will be based on the saved search(Search-id: 14235). Requirements The objective is to… Continue reading Create invoice from CSV file.

Set Expected Shipment Date and Promised Receipt Date in the Sales order and SPS button action.

Create a script for updating the expected shipment date and promised receipt date in the sales order. Also sending multiple API requests with SPS button action script. To create a script for updating the expected shipment date and promised receipt date in the sales order. To automate the “Auto-Pack Shipment” and “Create ASN” button action… Continue reading Set Expected Shipment Date and Promised Receipt Date in the Sales order and SPS button action.

Dunning Invoice Number Proposal

Compusoft AS have set up Dunning and are sending dunning letters which have been customised. They would now like to change the Invoice Number that is sent on the custom dunning letters. Requirement  The requirement is to populate the Invoice Number on the Dunning letter. If the Subsidiary is running on the legacy system ,… Continue reading Dunning Invoice Number Proposal

Dunning Letter Updates Proposal

The proposal details the new updates that should be done on the Dunning email templates.  Requirement  Add the email signature below (including the disclaimer) to all their dunning letters. They have 5 dunning letters for the UK and 5 dunning letters for the US. There are few more updates required by SmartSearch: Dunning letters for… Continue reading Dunning Letter Updates Proposal