This proposal covers the scope of the Sales report customization of Graph Tech Innovation LTD. This proposal also covers the engagement scope of Jobin and Jismi It Services LLP, as official implementation partner Of Oracle NetSuite.
This proposal covers the scope of the Sales report by following classifications:
- Brand Sales
- Customer Sales
Requirement
Graph Tech Innovation wants the sales report by classification by brand, customer sales, and package vs bulk.Graph Tech has shared the existing reports PDFs for reference.
Brand sales summary Report
The report should be generated for one month and for one period of time.
Brand Detail report
Brand detail report should be generated for selected month and year to date(Y-T-D)
Customer Sales Summary report
Our Solution
We will be implementing a suitelet script where the user will get a framework to enter the filters and results will be displayed in the suitelet page. There will be 3 filters on the suitelet page are mentioned below:
- Date:There will be two filters to define the date range:Date from and Date To
- Brand
- Customer type
- Report Type: To select type of report:
The values in the list sourced to field will be as follows:
- Brand sales summary report
- Brand detail report
- Customer sales summary report
Note:
- Starting month in reports will always be considered as January
- Filters are working based on AND logic
- If no filters has been selected, the results will be empty
There will be one button ”Generate CSV report” in the suitelet page that will render the CSV file.
When we load the suitelet page, the results will be empty and users have to select a filter to see the reports.
Assumptions
- Sales report will be generated based on the invoices created in the Netsuite. We will be considering all statuses of the invoices
- The Customer Category field in the transaction is considered as customer type.
Risk
- The layout of the CSV file will not be the same as that of the shared PDF document. The UI will be different.
Time
Estimated effort : 20 Hours