Learn how to Batch Generate NetSuite Driven Documents

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

| Category: CRM, Infrastructure, NetSuite | 1 Comment

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.

| Tags: , , , , , | Category: CRM, NetSuite | 1 Comment

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.

| Tags: , , , | Category: CRM, NetSuite | 12 Comments

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 | 14 Comments

Solution: Route NetSuite Leads based on the Shortest Distance

Learn how to leverage Google Maps and Trigonometry with NetSuite to calculate the shortest distance between two points.

| Tags: , , | Category: CRM, NetSuite, Technical | 4 Comments

Best Practice: NetSuite Lead Imports and Campaign Responses

Learn the best practice to import leads into NetSuite and work with campaign response records. Get a SuiteScript code pattern that illustrates the logic including how to update address records and campaign events.

| Tags: , , , | Category: CRM, NetSuite, Technical | 2 Comments