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Stephanie Kim

Stephanie Kim

Recent Posts

Understanding and Managing Bounced Emails in NetSuite

Posted by Stephanie Kim on Oct 17, 2024 10:00:00 AM

NetSuite allows you to efficiently manage your outgoing communications through different tools. Understanding the difference between hard and soft bounces, and knowing how to manage them, is crucial for maintaining efficient communication and a strong sender reputation.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Bounced Emails, Mass Email Management

ODBC Functionality in NetSuite: A Comprehensive Guide

Posted by Stephanie Kim on Oct 15, 2024 10:00:00 AM

In today's data-driven world, businesses rely on robust systems to manage and analyze their financial and operational data. Open Database Connectivity (ODBC) stands out as a powerful tool for integrating NetSuite with other applications.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, ODBC, Database Connectivity, API

Make Your Saved CSV Mapping Public

Posted by Stephanie Kim on Oct 10, 2024 10:00:00 AM

In NetSuite, you can create saved csv mappings, so that you can save time mapping fields for reoccurring imports. However, you must mark them as Public for other users to access the mapping.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, CSV Import, CSV Import Mappings

Mastering Bank Reconciliation in NetSuite: Custom Rules for Matched Bank Data

Posted by Stephanie Kim on Jul 25, 2024 3:32:48 PM

Bank reconciliation is a critical to financial management. NetSuite allows for efficiency in matching your bank transactions, allowing you to maintain accurate financial records seamlessly. NetSuite provides the ability to create custom reconciliation rules, which allows one to skip a lot of the manual process that comes in matching bank transactions.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Bank Reconciliation, Bank Data

Managing Check PDF Formatting through Print Offsets

Posted by Stephanie Kim on Jul 4, 2024 10:28:00 AM

If your business is printing a lot of checks, the use of multiple printers may be common. There may be cases where the Check PDF format set up in NetSuite may work for one printer, but may not work for another. There may also be cases where you need to print checks using different stocks. In these scenarios, utilizing the print offset settings in your Set Preferences may offer a quicker solution compared to creating a separate PDF Layout from scratch.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, PDF Formatting, Print Offsets

NetSuite SuiteApp Auto Assign UPC

Posted by Stephanie Kim on Jul 2, 2024 10:15:00 AM

The Auto Assign UPC SuiteApp (Bundle ID: 316640) streamlines the process of assigning UPC codes to various item types within NetSuite, including inventory, assembly, inventory matrix, and assembly matrix items. Additionally, it provides functionality for creating, removing, and managing UPC codes. Through this SuiteApp, users can access a comprehensive list of all assigned UPC codes, along with their respective assignment and retirement dates, conveniently linked to the item records.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, SuiteApp, UPC

Converting Non-Inventory Items to Inventory Items

Posted by Stephanie Kim on Mar 26, 2024 11:00:00 AM

Items initially categorized as non-inventory can be transformed into inventory items, enabling businesses to efficiently track stock levels. This change may be applicable for items that gain popularity and start to require stock holding.

This conversion process from a non-inventory to an inventory item, will consolidate the records, maintaining the transaction history from before the conversion alongside new inventory data post-conversion.

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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

Managing Requisitions, Purchase Contracts, and Blanket Purchase Orders in NetSuite

Posted by Stephanie Kim on Mar 12, 2024 11:00:00 AM

Ever wished for a smoother, more efficient way to manage your organization's procurement processes? Effective procurement management is the key for organizations to optimize costs, streamline processes, and maintain supplier relationships. NetSuite offers three record types: requisitions, purchase contracts, and blanket purchase orders. Your business can take advantage of these records to achieve greater efficiency and control over their procurement processes.

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Tags: NetSuite, ERP, Project Management, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Acumatica ERP, Netsuite ERP, Netsuite Updates, Changing Schedules, NetSuite Features, NetSuite Support, Amortization

Support Case Management in NetSuite

Posted by Stephanie Kim on Jan 25, 2024 11:00:00 AM

In NetSuite, effective Support Case Management plays a pivotal role in addressing and resolving customer inquiries, issues, or assistance requests. The system empowers users to create support cases manually or automate the process through channels like email, web forms, or integrated customer service platforms. Key details such as description, priority, status, and contact information can be entered during case creation.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, New User, Users, User Access, Roles, NetSuite Features

Marketing Campaigns in NetSuite: A Step-by-Step Guide

Posted by Stephanie Kim on Jan 23, 2024 11:30:00 AM

Effective marketing campaigns play a pivotal role in enabling businesses to connect with their target audience and facilitate sustainable growth. NetSuite, with its robust set of features and tools, offers an efficient solution for the seamless setup and management of marketing campaigns.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, New User, Users, User Access, Roles, NetSuite Features

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