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Using Transaction Item Options in NetSuite

Posted by Sarah Emery, Senior Consultant on May 25, 2021 3:11:04 PM
If you maintain inventory that has variable attributes (commonly size, color, or style) in NetSuite, then you are probably familiar with matrix items. Matrix items are an excellent option for organizations that sell products which are fundamentally similar in form (i.e. t-shirts) but differ in one or two categories (i.e. size and color), as they allow you to group all of the related the child items under a common parent. While these capabilities are extremely useful for products with options that need to be tracked distinctly, there are some cases where item options need to be captured on transactions for informational purposes and are not actually separate products. In these scenarios, transaction item options might be a better fit. In this blog post, I’ll provide an overview of transaction item options to help you decide if it’s the right approach for your requirements.
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Tags: Project Management, NetSuite How To's

E-Way Bill for India

Posted by Kevin Suh, NetSuite Administrator on May 19, 2021 4:25:55 PM

What is E-Way Bill? And why is E-Way bill required in India? These are common questions when you start moving goods from one place to another anywhere in India. Under India Goods and Services Tax (GST), registered transporters should carry an E-Way Bill when moving goods from one place to another according to certain conditions. E-Way Bill is an Electronic Way Bill for movement of goods to be generated on the E-Way Bill Portal.

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Tags: Project Management, Wholesale Distribution, NetSuite Tips

Seven Key Indicators Your Current Inventory Management Process is Ready for an ERP Makeover

Posted by Stephen Kavianian, Business Development Manager on Apr 20, 2021 3:19:46 PM
Companies in industries that rely heavily on product sales to generate revenue need to be consistently adapting to the demand of their consumers. If your company falls in one of these industries, then gaining real-time visibility while adopting automated processes to better streamline your inventory management operations could save you time and money.
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Tags: ERP, Project Management

Mass Updates vs. CSV Imports – Updating Records in NetSuite

Posted by Sarah Emery, Senior Consultant on Apr 5, 2021 1:46:24 PM
When making bulk updates to existing records in NetSuite, there are two approaches that are typically used – mass updates and CSV imports. Depending on the specific updates being made and the frequency with which the updates will be performed, you may find that one approach is better than the other. In this post, I’ll share key differences between the approaches along with a few practical use cases for each.
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Tags: Project Management, NetSuite How To's

NetSuite Administrator: Testing Best Practices

Posted by Sara Duong, Consultant on Mar 30, 2021 2:05:59 PM

Whether you have in house developers or working with NetSuite Partners, it is good to have some standards around testing implementations and new customizations. Generally, for brand new implementations or customizations, the testing advice is the same though the individual cases may be different.

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Tags: Project Management, NetSuite How To's

Five Highlights of NetSuite Release 2021.1

Posted by Sarah Emery, Senior Consultant on Mar 24, 2021 2:42:21 PM
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 2021.1 that I am most excited about.
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Tags: Project Management, NetSuite How To's

NetSuite: Stop Manually Uploading Your Big Commerce Orders

Posted by Jesse Guzman, Consultant on Mar 16, 2021 3:41:23 PM

E-Commerce business is growing at a rapid pace. Many estimates are putting the 2020 growth of e-commerce in the range of 130% - 150%. Undoubtedly the pandemic of 2020 was a catalyst to accelerate the trend towards e-commerce.

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Tags: Project Management, NetSuite How To's

Fixed Asset Management: Tips for Uploading Mid Life Assets

Posted by Sara Duong, Consultant on Mar 7, 2021 9:36:40 PM

If you are thinking of implementing NetSuite's Fixed Asset Management Bundle, you will most likely have existing assets that are currently being depreciating. These are the Mid Life Assets that you will need to bring into the Fixed Asset module. I want to share with you some tips and tricks that have helped me when I've uploaded assets for customers.

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Tags: Project Management, NetSuite How To's

Project Management: What to do when projects are off track?

Posted by Sara Duong, Consultant on Feb 26, 2021 3:39:01 PM

As much as we plan and prepare, most projects will run into situations that throw either budget, schedule, or both off tracks. Sometimes you can save the go live date or budget and sometimes you need to make a change. This is where the project manager is worth their weight in gold. Generally speaking, there are 3 stages a project manager goes through when a project is off track. How well a project manager handles each stage is a direct impact to the success of the project.

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Tags: Project Management, NetSuite How To's

How to “Future-Proof” Your Business: 5 Must-Haves When Evaluating ERP

Posted by Stephen Kavianian, Business Development Manager on Feb 16, 2021 2:52:11 PM
After long internal discussions and a restructuring of your budget for the new year, you’ve made it – your company has finally decided to begin its search for a long-term ERP solution. Congrats!
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Tags: ERP, Project Management

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