NetSuite How To: Add Dynamic Tracking Links for Unsupported Carriers onto Transaction Records

Posted by Sarah Meehan, Solutions Consultant on May 23, 2019 2:19:00 PM

NetSuite natively supports direct shipping integration with but UPS and FedEx, which allows users to print shipping labels for a wide variety of service levels for each carrier from within the NetSuite UI.  To expand upon those capabilities, NetSuite also supports the integration of third-parting shipping platforms that connect to hundreds of other carriers, such as USPS, DHL, and even LTL and large freight transportation providers.  These integrations allow for shipment information to be passed back into NetSuite automatically, however the standard functionality that converts UPS and FedEx tracking numbers into links does not work with any other carriers.

Read More

Tags: NetSuite, NetSuite Partner, NetSuite How To's

Why it's Important to Choose the Right NetSuite Costing Method

Posted by John Martinez, Practice Director on May 20, 2019 12:04:08 PM

When choosing a costing method in NetSuite, each has benefits and some "gotcha’s" that can surprise you if you are not fully informed.  Some of these show up due to multiple locations and related to specific activities such as: transfer orders, cost roll-ups, inventory adjustments, and supply methods. 

Read More

Tags: NetSuite How To's

NetSuite Costing Methods 101

Posted by John Martinez, Practice Director on May 8, 2019 4:49:41 PM

When choosing a costing method for your inventory it is very valuable to fully understand all of your options and the impact of such a decision. Things to consider when making this include the following:

Read More

Tags: NetSuite, NetSuite How To's

How to Manage ASC 606 via NetSuite or other ERPs

Posted by Rudy Ortiz, Solutions Consultant on May 22, 2018 8:41:00 AM

With the new revenue recognition requirements implemented by FASB, many companies are looking for support on how to manage these requirements.  The changes to revenue recognition have an impact on both organizational business processes and configurations within the software that manages revenue.  The following article will illustrate considerations when managing the new requirements.  ASC 606 has listed 5 core principles to managing revenue:

Read More

Tags: NetSuite, NetSuite How To's, Accounting

How to Use 3 Kinds of NetSuite Billing Types

Posted by Rudy Ortiz, Solutions Consultant on Apr 4, 2018 8:07:00 AM

Project management in NetSuite offers a great deal of flexibility when managing projects and resources.  With that flexibility comes the options to control how you will bill your customers.  In this blog, will cover how to use the following Billing types in NetSuite Projects at a high level:

Read More

Tags: NetSuite How To's

How to use NetSuite OneWorld to Manage Transactions Between Subsidiaries

Posted by Jenny Roman-Engelhart, Solutions Consultant on Mar 28, 2018 7:55:00 AM

Does your business need to record sales between subsidiaries? If so, here are a few things to consider. 

Read More

Tags: NetSuite How To's

Five Easy NetSuite Email Automations to Improve Customer Experience

Posted by Sarah Meehan, Solutions Consultant on Mar 15, 2018 4:27:53 PM

In today’s always-connected world, being able to provide instantaneous feedback to your customers has become a requirement of doing business. Using NetSuite’s saved searches and their built-in email features to automate common notifications is an effective way to meet your customers’ expectations without increasing the workload of your team.  Below are five quick and easy email automation that can be achieved entirely within saved searches – with no development or technical knowledge required.

Read More

Tags: NetSuite How To's

Setting Default Field Values Using SuiteFlow: Part 2

Posted by Sarah Meehan, Solutions Consultant on Feb 7, 2018 8:02:00 AM

This article is a continuation of my previous post, in which we started setting up a workflow using SuiteFlow to pre-populate several field values within a ticket record used by support staff to help improve their overall efficiency. We began by configuring the workflow itself, and then added a simple automation to set and unset the value of a custom field called “Completed By” based on the value of the “Status” field.  In the second half, we’ll dive deeper into workflows and use joins to source fields from other related records to populate additional fields on the ticket for an even more dynamic automation.

Read More

Tags: NetSuite, NetSuite How To's

Part 1: Setting Default Field Values Using SuiteFlow

Posted by Sarah Meehan, Solutions Consultant on Jan 17, 2018 9:56:54 AM

When looking for ways to optimize your business operations, it is tempting to focus on “big wins” – the changes that will yield time savings in the minutes or hours.  However, it can be just as fruitful, if not more so, to find ways to save a few seconds on repetitive tasks that are performed hundreds of times each day by multiple employees. 

Read More

Tags: NetSuite How To's

8 Speed Bumps to Consider When Setting Up Warranty & Repairs Management in NetSuite

Posted by Jenny Roman-Engelhart, Solutions Consultant on Jan 10, 2018 7:54:00 AM

This is part 2 of the Warranty and Repairs Management in NetSuite blog series. My first blog covered detailed instructions about how to set up Warranty and Repairs Management and all the great things that NetSuite can do. Once you've completed those 4 steps, you're almost ready to use NetSuite. 

Read More

Tags: NetSuite How To's

Are your systems & processes holding you back from achieving your business goals? 

Get a FREE Business Process Assessment! 

Get clarity on the root causes of your business challenges. Find a solution that fits your unique business needs. Achieve your business goals faster. 

Sign up today! 

Subscribe to our blog!

Recent Posts