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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Best Practices for Tracking Experimental Products Sampled via “Sample Item” in NetSuite
We’re currently using NetSuite to sample experimental products to customers. These products don’t have formal item codes yet, so we use a generic item called “Sample Item”, and manually enter the experimental product name or description in the item description field.
We also manage all experimental projects in Formulator, where we track formulation details and internal development progress. However, we’d like to improve how we track the customer-facing lifecycle of these experimental products in NetSuite, including:
- Initial sample sent
- Follow-up samples or larger quantities
- Customer interactions (sales calls, lab work, feedback)
- Commercialization (when the product gets a formal name and item code in NetSuite)
Tagged:
0