1. Update Customer Record – Navigate to Lists > Relationships > Customers – Edit any customer– In the Preferences tab, uncheck Email next to Send Transactions Via– Click Save 2. Update Custom Form– Navigate to Customization > Forms > Transaction Forms– Edit your preferred Invoice Form– Go to Screen Fields tab> Communication:Messages tab– In the To be E-mailed, mark the Default checkbox– Click Save
Tag: customer
Customer Statement PDF Customization
The client(Rabbit Hole Hay-US-NS) would like to create a custom pdf for the customer statement. The mapping and mock-up is already given by the client.RHHUN-18
Maximizing Customer Project Management with NetSuite
Client Request: “We need a streamlined approach to track our customer projects within NetSuite, ensuring we can efficiently monitor costs and revenues for each project. We require a solution that allows us to customize project records, track expenses, and generate detailed reports to better understand project performance. Additionally, we want to ensure that our project… Continue reading Maximizing Customer Project Management with NetSuite
Dynamic Update of Payment Method Field in Customer
Generate Price List Only for Items Under Item Pricing Tab of Customer Record
Generate Price List only for Items under Item Pricing Tab of Customer Record Solution Pull up the Customer Record via Lists > Relationships > Customers Click Edit Go to Financial subtab Price Level: Putblank / null / empty Click Save Go to Actions > Generate Price Lists Assigned Price Levels Only: Enter Checkmark Click Submit
Set field as Mandatory in Customer form if Customer Type is Individual via Workflow
To create the workflow: 1. Navigate to Customization > Scripting > Workflows > New.2. In the Basic Information section, set the following: • Name: For example, “Mandatory only if Individual” • Record Type: Customer • Sub Types: Lead, Prospect, Customer • Execute as Admin is marked • Release Status: Released 3. In the Initiation section, set the following: • Event Based: On Create • Trigger Type: All 4. Click Save.5. Click State 1.6. Update the Name to a… Continue reading Set field as Mandatory in Customer form if Customer Type is Individual via Workflow
To set default tax items on customer records
After you have set up your tax codes, you can set a default tax code on a customer record. For example, you can set a default tax code that defines a customer as VAT-exempt or GST-exempt. Charities and nonprofit organizations are usually exempt from tax. This default tax code will be automatically filled on all… Continue reading To set default tax items on customer records
Validate customer and items entered in sales order.
To validate the sales order whether the customer and items entered in it are synced to TrackTraceRX environment.
Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Create a lead/prospect record. Create an opportunity using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Opportunity Sales Order Customer Lead Opportunity Invoice Customer Lead Opportunity Cash Sale Customer Prospect Opportunity Sales Order Customer Prospect Opportunity Invoice… Continue reading Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.