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”.

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.

NetSuite releases two system upgrades per year to all accounts, often providing new functionality within existing features in addition to launching brand new capabilities.  Prior to being upgraded to the new release, all accounts are given access to a release preview environment that allows users to preview the changes in a sandbox-like setting.  Detailed documentation describing all changes that are included as part of the new release are also provided at this time and can be accessed from the New Release portlet and in SuiteAnswers.  In this post, I’m going to share the five changes that are being made as part of 2020.2 that I am most excited about.

Congratulations! You just bought NetSuite and are now ready to implement. 

In my previous blog posts, I’ve highlighted NetSuite’s saved search functionality and shown how you can use them to create dynamic reports to improve visibility into all business areas.  While you can create highly-customized saved searches that use joins to other records, formulas to perform automatic calculations, and even include SQL statements for advanced requirements, there are some instances where saved searches don’t entirely fill an organization’s reporting needs.  In those cases, you can leverage NetSuite’s custom report capabilities in order to bridge the gap.  In this post, I’ll share the basics of report customization in NetSuite and show how standard reports that are already available in your environment can be transformed to align with your specific needs.