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NetSuite Gift Certificates 101

Posted by Sara Duong, Consultant on Jun 18, 2024 10:25:10 AM

Gift Certificates are managed through NetSuite’s Design to Build process; it is considered an Item Type. In order to add the Gift Certificate as an Item Type, you must first enable the feature and set account preferences. Below is a demonstration of how Gift Certificates are created, sold, and applied.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Gift Card, payment method, Gift Certificates

Mass Updates functionality

Posted by Kevin Suh, NetSuite Administrator on Jun 13, 2024 9:00:00 AM

You can use the Mass Updates feature to locate multiple records with outdated information and update all their fields at once.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Netsuite Updates, Mass Updates, functionality, NetSuite Scripts

Custom Field with Global Search

Posted by Isaias Torres, Consultant on Jun 11, 2024 12:05:05 PM

When creating custom fields that are many different options to choose from. The different options being in the field type, how the field is getting its value, are you using a list or saved search, do you need it to store its value, the list is quite long. There is one option that can be overlooked that is quite powerful, that field is the Global Search checkbox.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Custom Fields, Search, Global Search

Workflow Converting Sales Orders to Cash

Posted by Isaias Torres, Consultant on May 23, 2024 11:48:43 AM

In order to automate a sales order into a cash sale record there are certain fields that must be populated. On any sales order record, under the Billing subtab you will see the field Payment Method or Payment Option. This is the trigger point in the system to let NetSuite know that you are receiving a form of payment on this order rather than sending this to an Invoice record. By populating a value into this field NetSuite will convert this into a cash sale. If this field is empty, then by default the record will convert into an Invoice.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Sales Order, Workflow, Cash Sale

What are Grants in NetSuite’s Non for Profit Environment?

Posted by Sara Duong, Consultant on May 16, 2024 10:00:00 AM

 

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Financial Report, Grant

Creating Pricing Groups, and Add/ Remove Pricing Group in a Customer Record via CSV Import

Posted by Kevin Suh, NetSuite Administrator on May 14, 2024 10:18:10 AM

Price groups enable you to assign customer-specific price levels for groups of items. For example, you could create a pricing group called Bicycles and associate the pricing group with all of your bicycle items. The price level for a pricing group takes precedence over the customer's price level. It does not take precedence over item pricing. I will show you the way to mass create, add and remove pricing group in this blog.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, CSV Import, Pricing, Prices, Price Levels, Pricing Groups

Feature Overview: Item Substitution

Posted by Jose Moreno, Consultant on May 9, 2024 9:00:00 AM

NetSuite’s Supply Chain Management bundle includes a collection of features that can help drive efficiencies across the entire supply chain. We have covered several of these features on this blog including estimated landed costs, customer part numbers, and engineering change orders. This time, we will be covering the item substitution feature. Through the use of this feature, we are able to enter substitutions, which are alternative items offered to customers when their originally requested item is not available. Capturing this data in NetSuite can be helpful in driving supply chain efficiencies as it helps us analyze where supply failed to meet demand, and also helps us establish relationships between items that are suitable substitutions. Let us take a quick look at the feature and how it works.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Sales Order, Item Alternatives, Food and Service, Item Substitution

Feature Overview: Intelligent Item Recommendations

Posted by Jose Moreno, Consultant on May 7, 2024 9:57:07 AM

With the continued increase in artificial intelligence algorithms, more technology companies are looking for opportunities to implement this new tool into their software catalogs. Oracle is no stranger here and has recently been deploying various AI tools across their software offerings, including NetSuite. One recently released AI driven tool is the intelligent recommendations feature. If you use NetSuite sales orders, there is a good chance you have seen a new spiffy Intelligent Recommendations button on your sales order forms. What does it do and what is all about? Read on to find out.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Artificial Intelligent, Intelligent Item Recommendations

SuiteApp Overview: Costed Bill of Materials

Posted by Jose Moreno, Consultant on May 1, 2024 1:57:54 PM

In the manufacturing industry, knowing the cost of a finished good is critically important in driving decision-making. For instance, knowing costs helps identify opportunities to reduce component costs, and help set sales prices to ensure profitability. For companies using NetSuite’s Advanced Bill of Materials feature, it can be challenging to query the required data through saved searches or Suite Analytics datasets. This can be especially so if you use multi-level assemblies. Fortunately, NetSuite released the Costed Bill of Materials SuiteApp which aims to facilitate this querying process by providing a streamlined and centralized process for pulling this important cost data. Let us dive in and see what it is all about.

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Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, NetSuite Tips, BOM, Manufacturing, Bill of Materials, Work Order, Costed BOM

Item Types: Groups, Assemblies, and Kit/Packages

Posted by Kevin Suh, NetSuite Administrator on Apr 23, 2024 11:00:00 AM

Groups, assemblies, and kits/packages are various categories of items that bundle together multiple individual items for sale. In the realm of inventory management, understanding the nuances of different item types is essential for efficient operations and streamlined workflows. Among these are item groups, assemblies, and kit/packages, each serving unique purposes and presenting distinct features.

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Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Inventory, Netsuite Language, Netsuite ERP, Inventory Status, Netsuite Updates, Items, NetSuite Features, NetSuite Support, Item Types

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