You have a customer on the phone who wants a specific item and needs to know what can
ship soonest. The product comes in a 12-pack, 24-pack, or 36-pack. Do you want to open
each related item record one by one while the customer waits, or would it be easier to have
one dashboard view that helps you quickly see what’s Available to Sell?
Quick inventory visibility can be the difference between making the sale and not.
Add the Available to Sell* search to your dashboard to get a quick view into product
availability without having to jump into multiple item records or reports.
Use it to get a pulse on:
- What inventory may be available to sell
- Which items may need closer review before confirming an order
- What your team should check before escalating an inventory question
How to add it:
From your NetSuite dashboard:
- Select Personalize in the upper-right corner of your dashboard.
- In the Personalize Dashboard panel, look for the Custom Search portlet.
- Click on the Custom Search portlet to add to your dashboard.
- Once it appears on your dashboard, click Set Up.
- Type Available to Sell in the Search field.
- Click Save.
*Availability may vary by role, permissions, account setup, enabled features, and dashboard configurations.
Share Your Dashboard Hack:
What’s your favorite dashboard portlet to leverage for inventory or order visibility?
