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Item Types in NetSuite

Posted by Sarah Meehan, Senior Consultant on May 22, 2020 9:00:00 AM

 

If you buy or sell products or services using NetSuite, then you have probably noticed the wide array of item types available for selection when entering new items.  Determining which type is right for your application can feel overwhelming when you are first getting started in NetSuite but once you understand the basic differentiating factors between each type, you’ll find it to be a much clearer process.  In this post, I will provide details on what distinguishes each item type and share a few practical use cases along the way.

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Tags: NetSuite How To's, NetSuite Tips

Five Tricks for Creating Scriptable Email Templates

Posted by Sarah Meehan, Senior Consultant on May 15, 2020 1:12:00 PM

 

Scriptable email templates in NetSuite allow you to harness the capabilities of HTML and FreeMarker code to create highly-customized emails for both internal and external communication.  In addition to supporting the display of both standard and custom fields in both the subject line and email body, scriptable templates also support the use of more advanced coding functionality like the insertion of subtemplates, current date/time, and dynamic formatting for multi-select field values.  In this blog post, I’ll share the basic steps for setting up a new scriptable email template and provide five of my favorite tricks for making them even more useful.

 

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Tags: NetSuite How To's, NetSuite Tips

Creating Custom Sublists

Posted by Sarah Meehan, Senior Consultant on May 8, 2020 9:48:00 AM

 

While most NetSuite instances that I encounter make good use of custom fields, custom forms, and custom subtabs, one of the custom configuration options that I don’t see enough organizations taking advantage of is custom sublists.  Custom sublists are groupings of data from either standard or custom records under a parent record.  Examples of standard sublists include the Transactions list on the customer record, the Related Records list on transactions, and User Notes on an item record.  In this post, I’m going to cover the basics of creating a custom sublist and applying it to a record as well as share a few practical examples of custom sublists that I’ve seen.

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Tags: NetSuite Tips

Free NetSuite Training

Posted by Sara Duong, Consultant on May 1, 2020 8:28:02 AM

 

Yup, you read it correctly.  NetSuite is offering access to free training videos. This may be for a limited time due to COVID-19.  Take advantage while you can.

 

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Tags: NetSuite Tips

When to Use Advanced PDF Templates

Posted by Sarah Meehan, Senior Consultant on Apr 28, 2020 9:38:32 AM

 

When configuring a transaction form in NetSuite, there are two distinct options for PDF type – Basic and Advanced.  While both options allow you to customize the content and layout of your PDF form, there are benefits and limitations that come with each option, so it’s important to understand which option is most appropriate based on the specific changes that you’re looking to make.  In this post, I’ll provide some details on both form types and share some guidance on when you should choose an Advanced PDF template over a standard version.
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Tags: NetSuite Tips

CRM Process Flow in NetSuite

Posted by Sarah Meehan, Senior Consultant on Apr 20, 2020 9:00:00 AM

 

NetSuite’s CRM functionality provides support for a multitude of scenarios that may occur during the sales cycle and automatically progresses leads through a series of stages as they hit certain milestones.  For organizations transferring off another CRM system whose users are familiar with that system’s flow and terminology, moving to NetSuite’s native CRM flow can be an adjustment as it may function differently than what their sales staff is accustomed to.  In this blog post, I will be reviewing NetSuite’s standard CRM process flow and following both entity and transaction records as they move through the pipeline to ultimately become customers.

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Tags: NetSuite Tips

NetSuite: Time Sheet Changes On Release 2020.1

Posted by Jesse Guzman, Consultant on Apr 15, 2020 9:00:00 AM

 

In a previous blog my colleague, Sarah Meehan shared the Five Highlights of NetSuite Release 2020.1.  Our focus for today’s blog will be time sheets and some of the improvements of the 2020.1 release. 

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Tags: NetSuite Tips

People, Process, and Systems

Posted by Jesse Guzman, Consultant on Apr 6, 2020 8:00:00 AM

 

One of the main reasons I hear from companies when moving to NetSuite or requesting a customization is: I want to make the process people-proof -- I want to eliminate human error.  I think that’s an ambitious goal and maybe the wrong focus.
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Tags: NetSuite Tips

How to Give Customer Access to NetSuite

Posted by Kevin Suh, NetSuite Administrator on Apr 1, 2020 11:36:56 PM

One of the most under-utilized options available within NetSuite is “Customer Center”. NetSuite provides a standard role for customers. The Customer Center role lets your customers view their estimates, orders, invoices, and payments. You can customize this role to adjust the level of permission for certain tasks in the center. For example, if you do not want customers to make payments from the Customer Center, you can set the level for Customer Payments to “None” instead of “Edit”.

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Tags: NetSuite Tips

4 Things to Know For the First Time WAERlinx User

Posted by Kevin Suh, NetSuite Administrator on Mar 30, 2020 9:00:00 AM

You might have seen a couple blog posts about Warehouse Management System (WMS). If you haven’t seen the posts already, please check out the blog posts: 4 Things to Consider Before You Invest in a Warehouse Management System (WMS) & Evolution of NetSuite & Warehouse Management.

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Tags: NetSuite Tips

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