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.
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.
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.
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:
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.
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.
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.