Credit Card Authorization: Automation
Category: Unapproved R&A
Proposal For Possibility to Source Tracking Number to a Custom field
Possibility to Source Tracking Number to a Custom field
Proposal For Splitting a sales order into Multiple Invoices when invoicing
Splitting a sales order into Multiple Invoices when invoicing
Adrenalin-Netsuite Employee Integration Proposal
Adrenalin-Netsuite Employee Integration
Enable Guest checkout for WC
There is an option in woo-commerce to enable guest checkout on the website. Which will allow customers to do the purchase on the website without login. Login to woo-commerce backend. Go to WooCommerce > Settings > Accounts and Privacy Allow customers to place orders without an account – Allows customers to check out without creating an account.… Continue reading Enable Guest checkout for WC
Automation of Creating Invoices and Bills for intercompany sales orders
This proposal covers the scope of Automating the creation of Invoices and Bills. Proposal Summary This proposal will be covering the implementation of the Automation of Creating Invoice and Bills from Intercompany Sales Order and Purchase Order to the production account. Requirement Macrofin’s client needs to automate the creation of the Invoice and Bill when… Continue reading Automation of Creating Invoices and Bills for intercompany sales orders
WooCommerce Integration Proposal
Proposal summary This proposal details how the integration between WooCommerce Orders with NetSuite is handled. Requirement Overview Create CustomerCustomer visits the Oakworld Website to place an order. The first step once items are chosen is to enter their information. This information should be used to create a Customer Record on NetSuite. Sales OrderA Sales Order… Continue reading WooCommerce Integration Proposal
Castelan (Extended Warranty Registration) Integration Proposal
Proposal summary This proposal details how the integration between NetSuite and Castlelan for the purpose of Extended Warranty registration Requirement We need to register a warranty sold by Rightworx at the point that the Sales Order is FULFILLED. The current Sales Order Process is Sales Order Entered (manually or via Website) Payment Taken (which approves… Continue reading Castelan (Extended Warranty Registration) Integration Proposal
Performance Period Segment Automation
This proposal covers the automation of the performance period segment Proposal summary Automatically set values on the performance period segment upon journal creation. And also set the journals after creation using a scheduled script. Requirement Automate the Performance Period segment selection on the transactions based on the Posting Period. Our Solution Action 1: Scheduled script… Continue reading Performance Period Segment Automation
Adding the newsletter sign up pop-up script from the Klaviyo ESP account to the Retail WC site.
We can achieve the requirement to adding the newsletter signup popup script from the klaviyo ESP account to the WC site. To achieve this requirement we need to install a Klaviyo plugin on the WC website. After the installation of the plugin, we need to connect the Klavio account with the WC website by setting… Continue reading Adding the newsletter sign up pop-up script from the Klaviyo ESP account to the Retail WC site.