This article is relevant if you need to get control over generating NetSuite-based price lists.
Background
I have written a number of articles on how to create new pricing rules in NetSuite which open up more choices for price expression. Please see these related pricing articles:
- 2017: Overcoming NetSuite Discount Items in Absolute Terms
- 2017: Maintain NetSuite Foreign Currency Item Purchase Price Lists
- 2019: Get Unified NetSuite Vendor and Customer Discount Price Schedules
- 2022: A High Performance Alternative to NetSuite’s Configure Price Quote (CPQ) Add-On
- 2024: Complex yet Scalable Quoting in NetSuite: Innovating Supplier Sales with Configurable Product Sets
However, the subject of this article is how to get more flexibility when we need to present price lists to customers for their evaluation and use. NetSuite offers a price list generator which effectively is a report. If it works for you, great! But administrators quickly learn that the options are limited.
The natural response is to consider going to Saved Search to try to generate customer price lists. However, Administrators will learn that it’s effectively impossible to search for item prices for a specific customer that provides for all the richness that NetSuite offers in its native report.
However, with recent NetSuite platform capacities, namely SuiteQL, we have addressed the challenge.
Specific Price Rules and Output Requirements Can be Met
Our Firm’s Senior Technical Analyst, Boban D., worked with a client that had a simple-to-understand but challenging-to-produce requirement. They simply wanted to see their selected customer’s prices, which included quantity discounts, and compare it to a specific (‘Retail’) price level. Boban went to work to build the underlying NetSuite SQL (SuiteQL) to lookup the customer-specific prices right.
This means that the rules that NetSuite creates for price levels, quantity discounts, and item-specific prices for each customer will be respected — just as if NetSuite generated the report. But now we also had full control over the output.
The client asked for output options which include: PDF, Excel, HTML and CSV.
The good news is that we can get control over matters. Consider the following:
- Comparison Pricing: what if we want to show list prices or prices from specific price levels? This can be done.
- Currency Prices: what if we wanted to show prices in designated currencies? We can.
- Output Expression: what if we wanted to demonstrate the differences in prices from other prices levels? Indeed.
Click the related image to see a sample of the output.
Watch a Demonstration of the Custom NetSuite Price Generation Tool
I interviewed Boban to help understand the great work he completed. We discuss the background and a demonstration of the tool with this brief (8:29) video:
Get the Custom NetSuite Price Generation Tool
Like all the tools and algorithms we have created for the last 15+ years solely focused on NetSuite innovations and solutions, this tool is available as an accelerator template to drive a client solution without a license charge. In our model, we believe the real value lies in having a relationship where we first listen carefully to business requirements. Then, we bring the best thinking and accomplishments to help drive a NetSuite solution that delivers faster and with less financial investment.
If you found this article relevant, feel free to sign up for notifications to new articles as I post them. If you would like to get full control over your NetSuite price-lists, let’s have a conversation.
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Marty Zigman
Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.
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