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How to Bulk Send Transaction Emails using Mass Update

Posted by Sara Duong, Consultant on Dec 2, 2021 9:30:00 AM

Mass Update function is normally used for data updates to entity and transaction records. In addition, Mass Update can be used to send transactional emails in bulk. For instance, a simple way of sending customers overdue invoice reminders is to send it through Mass Update. You can set criteria of what invoices to send, create a standard message, and attach the invoice to the email. Here is a quick guide on how to do that.

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Tags: NetSuite How To's, NetSuite Tips

Connect Your Google Accounts with NetSuite - CloudExtend Google Workspace

Posted by Sara Duong, Consultant on Nov 30, 2021 10:00:00 AM

As much as we try, companies still end up with multiple email accounts and data storage. There are several ways to connect or integrate all these sources so that NetSuite continues to be your system of record. One particular product is Celigo's CloudExtend Google Workspace. This is a simple SuiteApp that connects popular Google applications with NetSuite records.

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Tags: NetSuite How To's, NetSuite Tips

Open Transactions Data Migration at Go Live

Posted by Nicole Watson, Senior NetSuite Consultant on Nov 24, 2021 12:00:00 PM

Are you nearing the end of your NetSuite implementation and diving into the data migration of GL history and open transactions at Go Live? Are you wondering how open Accounts Receivable (AR), open Accounts Payable (AP), Inventory balances and outstanding checks will be migrated into NetSuite without duplicating the GL impact from GL history? As an accountant who implements NetSuite, I’d like to share some best practices on this with you. 

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Tags: NetSuite How To's, Accounting, NetSuite Tips

Avalara Avatax – Set a Customer to be Tax Exempt in U.S. and Canada

Posted by Kevin Suh, NetSuite Administrator on Nov 22, 2021 12:00:00 PM

What is Avalara AvaTax? Avalara AvaTax automatically calculates sales and use tax for transactions, invoices, and other activity powered by NetSuite. Avatax is a comprehensive cloud-based tax calculation. What can Avalara do? Avalara and NetSuite will do all the heavy lifting such as:

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Tags: NetSuite How To's, NetSuite Tips

NetSuite Billing Schedules

Posted by Jesse Guzman, Consultant on Nov 18, 2021 12:38:47 PM

This article is geared towards use cases where recurring billing is needed. The need for billing schedules is becoming a bigger necessity as more businesses move to subscription type billing. While in this case we are not leveraging the contracts module in NetSuite, we can leverage the standard billing schedules functionality on the sales order form by following these steps.

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Tags: NetSuite How To's, Accounting, NetSuite Tips

Introduction to NetSuite's Team Selling Feature

Posted by Sara Duong, Consultant on Nov 16, 2021 12:00:00 PM

It's easy to track who brought in a sale if there is a one sales rep to one transaction relationship. NetSuite easily accommodates for that with the sales rep field on all quote, opportunity, and sales transactions records. For many companies, it takes a whole team to close a sales opportunity; the team can consist of any combination of the sales rep, accounting person, sales operations person, or even the sales manager. Wouldn't it be great to compensate and track each person's contribution to a sale? NetSuite has a team selling feature that will do just that.

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Tags: NetSuite How To's, NetSuite Tips

Tracking Outbound Serial Numbers for Non-Serial Item Types in RF Smart

Posted by Kevin Suh, NetSuite Administrator on Nov 11, 2021 12:00:00 PM

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. Also, you might have read my previous blogs about WMS, WAERlinx - Advanced Warehouse Management For NetSuite. I would like to introduce you another WMS, RF-Smart which is being used by many businesses and I want to share their capabilities to track outbound serialization for non-serial item types.

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Tags: NetSuite How To's, Warehouse Management System (WMS), NetSuite Tips

How Do You Know if a NetSuite Customization is Needed?

Posted by Sara Duong, Consultant on Nov 9, 2021 8:00:00 AM
NetSuite is a very powerful and adaptable ERP platform.  There are some fundamental processes that NetSuite is built around, such as Order to Cash and Procure to Pay.  These fundamental processes make sure the transactions are validated, related, and traceable.  The adaptable part is the countless customizations you can make to the system to help mold and improve the system to your business needs.  As a rule of thumb and best practice, it’s best to maximize the native functionality.  If there is a need for customization, then here are some guidelines to help you decide if the customization is adding value or not.   
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Tags: NetSuite How To's, NetSuite Tips

A Comprehensive Guide to Supply Chain Metrics - Fill Rate

Posted by Kevin Suh, NetSuite Administrator on Nov 5, 2021 11:07:42 AM
Supply chain and warehouse leaders are constantly looking to best position the company. Even with a modest tech equipment, process improvement, and modern supplier networks, it can pay huge competitive and cost-saving dividends. In the previous blog article, we outlined five top metrics for warehouse productivity metrics and how it can help track the success of your improvements and updates. Logistics managers may use these metrics to determine if there are weaknesses in the network of businesses and organizations working in a sequence of processes to produce and distribute goods. As with inventory, it’s worth periodically taking stock of the logistics links in your supply chain.  
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Tags: NetSuite How To's, NetSuite Tips

3 Signs Your NetSuite Implementation Project is Going Off Track and How to Rescue

Posted by Aska Zhang, Program Coordinator on Nov 4, 2021 4:01:45 PM
Implementing the NetSuite ERP is a significant investment into a company’s future. Usually the companies set up a team dedicated to the project, they work with implementation partners, and they spend months planning. Yet a lot of times an NetSuite implementation could become more difficult than expected, for various reasons, and if the project is going off track, you want to catch that as early as possible. In this Blog I’m going to share some of the common signs that suggest your implementation might be failing and what to do if that does happen.
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Tags: Project Management, NetSuite How To's, NetSuite Tips