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Choose what notifications to send your customers or vendors

NetSuite notifications

NetSuite has the wonderful ability to send emails for almost every transaction. Opportunity, Quote, Sales Order, Item Fulfillment, Invoice, Credit Memo and Return Authorization just to name a few. This preference is enabled when the Email Transactions checkbox is checked in the Preferences subtab of the customer or vendor record. (Location may change if working

HOW TO CREATE, EDIT AND MANAGE CUSTOM KPIS

Custom NetSuite KPI Tips

The ability to create and customize KPIs tailored to your individual role allows businesses to change and adapt effectively. One of the most significant components of NetSuite is the ability to have a real-time, 360 view of your business on a single dashboard. Visibility is critical to understanding your business, increasing efficiency, and distinguishing the

NetSuite Sales Tax How-To: Reporting Non-Taxable Sales

Sales Tax Reporting (Non-taxable Sales Revenue

Filing sales tax returns are becoming more complex in recent history than in prior years. Tax entities in various states are becoming savvier to the online sales market as a neglected revenue stream, and the laws have been changing to keep pace with the states’ demands for collecting on lost opportunities. As a result, the

SuiteFlow: Workflow fundamentals + Enhancements

NetSuite workflow help

Are you a NetSuite user looking to streamline your company’s business processes? NetSuite workflows are a graphical tool that allows you to customize NetSuite to fit your business and industry, without knowing complex JavaScript or SuiteScript code. Workflows can apply to both standard and record types with multiple actions. Here are a few workflow management

4 Helpful NetSuite How to’s To Jumpstart 2019

NetSuite Tips and Tricks

Want to be more efficient inside NetSuite? Boost your business productivity and NetSuite knowledge with these helpful how-to’s from our NetSuite consultants. 1. How To Create Custom Address Forms In NetSuite, vendor and customer addresses are widely used in external documentation. They are a key component to daily business from entering a lead all the

NetSuite Data Imports

How to do a NetSuite Data Imports

As with any ERP system, data imports are part of the work. I deal with multiple customers daily, both new and existing, on a range of topics related to their NetSuite environment. Data importing is common to most activities in NetSuite. This is especially true if you are migrating from a legacy ERP system, adding