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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

Adding Client Scripts on “View” of Record

NetSuite Tips for ADDING CLIENT SCRIPTS ON “VIEW” OF RECORD

Is there something you would like to change on page record to be displayed differently, but don’t want to re-write the entire record page into a Suitelet? Do you want to customize a record to provide for a better user experience? It can be done with a few easy steps. Follow this guide to get

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

NetSuite Dashboard FAQ: Publishing, Permissions and 2019.1 Updates

NetSuite Dashboards - Frequently Asked Questions

What is a NetSuite Dashboard? A dashboard is a summary of tabbed pages in your NetSuite user interface. This consists of a home page and pages according to your NetSuite role. Your dashboard data is dynamically displayed in portlets and provides direct access into raw data, KPIs, trend graphs, chart-based work-books, and reporting. You can

SuiteWorld 2019 Recap

NetSuite SuiteWorld19 Recap and key takeaways

GROW BEYOND – A BLUEPRINT FOR GROWTH That’s a wrap! We came, we attended, and we had a blast. NetSuite’s 9th annual SuiteWorld conference was a huge success this past week! For the first time in our company’s history, Protelo was featured as a SuiteWorld Emerging Partner Exhibitor (booth 1496) amongst 7,000+ attendees, 125 partners,

NetSuite Inventory Planning Suitelet

NetSuite inventory Suitelet

What is a Suitelet? Want to build a user interface tailored to meet your exact needs in the NetSuite system? Suitelets are extensions to SuiteScript that allow for custom flash, HTML and NetSuite-based front-end development hosted within the NetSuite framework. NetSuite Suitelets play a vital role in the back-end integration to 3rd party web application

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