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Isaias Torres, Consultant

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Recent Posts

Creating Promotions

Posted by Isaias Torres, Consultant on Mar 19, 2024 11:00:00 AM

Promotions in NetSuite is a powerful tool that allows you to create different and exciting discounts that can be applied to orders. There are multiple ways to create a Promotion and we will walk you through the different ways to set it up. 

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Tags: NetSuite, ERP, Project Management, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, SuitePromotion, Promotions, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, Netsuite Updates, NetSuite Features, NetSuite Support

Label Field Saved Search

Posted by Isaias Torres, Consultant on Feb 1, 2024 11:00:00 AM

Saved Searches are a powerful tool within NetSuite, allowing you to create custom reports by combining various records. But what if the native or custom field names don't exactly scream clarity for reporting purposes? That's where the Custom Label field comes in.

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Tags: NetSuite, ERP, Project Management, Reporting, Customer Service, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Customize, Saved Search, Netsuite ERP, New User, Customer Records, Netsuite Updates, NetSuite Features, NetSuite Support, Customer Preference

Customer Preference-Send Transactions

Posted by Isaias Torres, Consultant on Jan 30, 2024 11:00:00 AM

Streamlining customer communication is key to building lasting relationships, and NetSuite's Customer Preference settings empower you to do just that. Let's explore how to preset delivery methods for transactions, ensuring your customers receive information in their preferred format.

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Tags: NetSuite, ERP, Project Management, Reporting, Customer Service, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Customize, Netsuite ERP, New User, Customer Records, Netsuite Updates, NetSuite Features, NetSuite Support, Customer Preference

Enabling Estimates Feature

Posted by Isaias Torres, Consultant on Jan 9, 2024 11:00:00 AM

In this article, we will explore the functionality of the Estimates feature. Depending on your business and the system's functional requirements, the Estimate/Quotes feature may or may not be enabled. If the feature is not activated, the option to create Estimates records during transaction creation remains invisible.

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Tags: NetSuite, ERP, Reporting, NetSuite How To's, NetSuite Tips, NetSuite Administrator, Netsuite ERP, Netsuite Updates, Estimates Feature, NetSuite Features

Reviewing Scripted Records

Posted by Isaias Torres, Consultant on Jan 4, 2024 11:00:00 AM

Today, we will delve into the functionality of Scripted Records within the NetSuite framework. Scripted Records presents a comprehensive list of accessible pages within the NetSuite system, showcasing the scripts associated with each page. The significance of this page lies in its ability to streamline script access, providing a more efficient way to navigate and manage scripts.

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Tags: NetSuite, ERP, Reporting, NetSuite How To's, NetSuite Tips, NetSuite Administrator, Netsuite ERP, Customer Records, Netsuite Updates, Record Management, Scripted Records

Default To-Be Printed Vendor Payment Record

Posted by Isaias Torres, Consultant on Jan 2, 2024 11:00:00 AM

Let's explore the convenient option of defaulting the To Be Printed checkbox on Vendor Payment records. This often-overlooked feature is frequently requested by clients, and the good news is that you can activate it on your own.

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Tags: NetSuite, ERP, Reporting, NetSuite How To's, NetSuite Tips, Bank Account, NetSuite Administrator, Bank Statements, Vendor Payments, Bill Payment, Vendor Bill, Netsuite ERP, Netsuite Updates, Bank Feeds

Changing Subsidiary Structure

Posted by Isaias Torres, Consultant on Nov 9, 2023 11:00:00 AM

Changing the subsidiary structure within your organization is a task that doesn't come around every day. Yet, there are situations where this adjustment becomes essential due to shifts in the company's structure, acquisitions, or the integration of new entities. In this guide, we'll walk you through the process of updating your parent company in your NetSuite environment, and how it can be achieved effectively.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Administrator, Troubleshoot, Netsuite ERP, New or Adding Subsidiary, Subsidiary, Implementing Subsidiary, Netsuite Updates, Changing Subsidiary

Assembly Items with Special Order Components

Posted by Isaias Torres, Consultant on Oct 3, 2023 11:00:00 AM

Today, we're delving into the world of Assembly Items that come with special order inventory components. Essentially, this means that within the Bill of Materials, one of the inventory items is a special order item. The catch here is that this special-order item isn't stocked at your current location. Now, it's important to clarify the distinction between special orders and drop shipments. While a drop shipment involves the item being shipped directly to the customer, a special-order item is received at your company's warehouse first. However, don't forget, you still have the flexibility to switch to a drop shipment on the line level field if the need arises.

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Tags: NetSuite, NetSuite How To's, Inventory Management, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Inventory, Netsuite ERP, Items, Assembly Items, Special Order, Components

Saved Search Permissions

Posted by Isaias Torres, Consultant on Jul 13, 2023 11:38:58 AM

Saved Searches is a power tool in Netsuite that allows you to create multiple records searches, reports, and data finding. This tool can be used to find information with multiple records such as items and their respective transactions or customers and their respective transactions. The list continues to grow they further you go with the information you are wanting to capture. Saved Searches are not designed for all roles given the amount ofinformation that can be obtained.  

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, User Access, Permissions

Custom Fields on Forms

Posted by Isaias Torres, Consultant on Jun 1, 2023 4:53:21 PM

Netsuite forms will contain native fields on their pages and sometimes that is not enough. When additional fields are needed on a form, custom fields come into play. Custom fields allow you to add a variety of options on your form. When deciding to add a custom field, you have a few options to find the page to create a custom field.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Customize, Customization, Custom Fields

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