NetSuite Driven Returns Flow Design Considerations

Learn the key questions to drive returns processing with NetSuite.

| Category: CRM, ERP, NetSuite | Leave a comment

Add Customer Blanket Purchase Order During Sales Order Entry

Learn how to quickly craft a blanket purchase order during the sales order entry process.

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Learn how to Batch Generate NetSuite Driven Documents

Learn how you can batch and process the generation of multiple NetSuite Advanced HTML/PDF Templates.

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Project Task Coordination for NetSuite Driven Sales Organizations

Learn the pattern to organize tasks for NetSuite based sales organizations with complex configuration and delivery requirements.

| Tags: , , | Category: CRM, ERP, Management, NetSuite | 2 Comments

Learn how to Manage any NetSuite Record by Exception

Take any NetSuite record and add rules to allow management by exception.

| Category: Accounting, CRM, ERP, General, Management, NetSuite | Leave a comment

Get Control: Auto Approve NetSuite Transactions with Hold Rule Checks

Learn a superior method to auto approve NetSuite transactions by defining specific hold rules to manage and control business flows.

| Tags: , , , , | Category: Accounting, CRM, ERP, Infrastructure, NetSuite | 7 Comments

Drive Custom NetSuite Based Multi-Sales Discount Programs

Learn how you can drive automated selling programs leveraging the NetSuite platform.

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Convert a NetSuite Lead to a Vendor

Learn how to bypass NetSuite’s CRM default behavior to convert a lead to a vendor instead of a prospect.

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Supercharge NetSuite Advanced PDF/HTML Templates

Exploit multiple linked NetSuite Saved Searches to describe your data and drive your Advanced PDF / HTML template. Craft your work and preview side-by-side for a productive experience.

| Tags: , , , | Category: CRM, NetSuite, Reporting, Technical | 23 Comments

Learn how to Implement a NetSuite Email Plug-in to Automate Order Processing

Get some sample code and learn how NetSuite’s Email Plug-in framework can drive automation.

| Tags: , , , , | Category: CRM, ERP, NetSuite, Technical | 8 Comments