COVID-19 has impacted everyone in the United States personally, professionally, and/or financially. Startups, especially newer retailers, have been hit hard because they do not always have the cash flow, processes and systems in place to handle this drastic of a change.  

You’ve invested in a fantastic ecommerce solution to be the online face of your company. You make it to look nice and provide your customers with the online shopping experience that they are looking for during the digital age. It also gives you the unique ability to reach your customers when your products are top of mind - when they are looking to make a purchase. And during the COVID-19 pandemic, or any similar crisis in the future, it’s the ONLY way for you to reach your customers.

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.

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.

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.

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.

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. 

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”.