In NetSuite, we can utilize a simple workflow to automatically send emails upon transactions or perhaps scheduling a weekly automated customer statement. However, there may be cases where we would like to send to multiple emails that may change depending on the customer/vendor or other entity. We will use the example of a workflow for automated customer statement emails to walk through how to create this specific custom email field.

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Custom Fields, Workflow, Automated Emails

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.

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

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.

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

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.

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

Item records allow you to track and manage the goods and services your company buys and sells in the course of doing business. This can be done by using two files during the upload: one is for Primary, the other is for Item Members. Below are the steps:

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

CSV imports is a great and powerful tool for all users to master. However, there is a function that is not available to all users on imports which is the Run Server SuiteScript and Trigger Workflows checkbox.

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, CSV Import, Workflow, NetSuite Scripts

Returns can be a complicated process if the proper steps are not followed. The proper steps for returns in NetSuite include three to four records. This is the breakdown of that process RMA > Item Receipt > Credit Memo > Customer Refund (optional). As you can see, these are the required steps, but each one could be done by different users and cause delay if proper communication is not done.

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, Item Receipt, RMA, Customer Refund

When creating saved csv imports, these saved mappings are defaulted to Private. This means that they are not able to other users in the system. Only Admin users would be able to see and use these if needed.

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

A fulfillment request serves as an intermediary transaction between a sales order and the actual fulfillment process in the order fulfillment workflow. Essentially, it is a request to fulfill a sales order. This process allows employees at a fulfillment location, typically a store, to manage orders that need to be shipped to or picked up by customers. At the store, employees can view, accept, reject, and process fulfillment requests to complete the order.

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips

We previously published a Short & Suite on our YouTube channel covering NetSuite WMS’s inventory cycle count process. Quick aside, if you have not checked out our line up of YouTube videos, I encourage you to search for us by typing Concentrus into YouTube for loads of helpful NetSuite videos and how-tos. In any case, in that video I demonstrated one way to count inventory in NetSuite using a handheld. The other way is through the Smart Count SuiteApp which is included with your NetSuite WMS license. These two process options are both available to you, but Smart Count is considered the latest and greatest from NetSuite and will continue to receive updates as the software matures. Regardless, I would like to give you an overview of how SuiteApp can help you manage your inventory accuracy and cycle count process.

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, WMS, Inventory Counts, Warehouse Management, Inventory Control, Cycle Count