Discussions
It’s that time of the year again! As we embrace the holiday cheer, we want to share an important announcement regarding our holiday schedule. Our dedicated team of NetSuite Support Gurus will be taking a short break to recharge during the holidays, from December 24, 2024, to January 1, 2025. We’ll be back in full swing, ready to assist you on January 2nd. During the break, feel free to explore the wealth of NetSuite resources on our platform.
As we celebrate the season's joys, we are incredibly grateful for your ongoing support and engagement. Have a fantastic holiday break, and let's gear up for an incredible 2025!
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
One Project/Opportunity > Multiple Quotes to Multiple Customers/Prospects >Only One Quote conv
We have a business of supplying material to customers who bid on and construct physical projects not manged or associated to our business. What we want to do is create a "project" or "opportunity" that is NOT tied to one customer/prospect. This project is very basic; Name, potential amount, type, open/closed, awarded/or not (once a quote tied to it is awarded), etc. Again this project/opportunity is not managed by our company, it is simply a place holder for us to tie quotes to. Once the project is setup, our sales team can create quotes and associate the quotes to the appropriate outside project (project example - Interstate 40 Section 45). Multiple customers of ours may be bidding on the same project (make sense now?). So we may have 10 quotes tied to the same project, but only one of the quotes will be awarded and created into a Sales Order. The rest of the quotes will be closed. Obviously, sometimes none of the quotes will be