Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Estimate Templates / Pre-generated Item Groups
We have customers that are lobbying for pre-generated items based on selections at the header level. For a few of these customers we are already using item groups but they want to take it a few steps further. Essentially they are hoping that their reps do not need to decide what products to offer; but rather, the decision is made based on user selections in the header (estimate).
These customers are looking for items to automatically queue in the sublist (E.g. Software company has predefined package of 'x' items with 'y' quantity defined at the header. Package A with 25 users....)
0