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Logic - Documentation | Sales by Sales Rep Summary
Greetings Community, I would like to understand the Logic behind Standard NetSuite Report: Reports > Sales > Sales by Sales Rep > Summary Now I know that it's not as simple as Aggregating Invoices per Sales Rep. Because Credit Memos are also to be deducted. I also found out that Tax Line is not be considered. And I believe…
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New to NetSuite | How to Use a Scheduled Script to Automate Nightly Data Cleanups
Overview Scheduled Scripts in NetSuite allow you to automate recurring tasks such as cleanup, reporting, and record updates. For beginners, this is one of the most powerful ways to reduce manual work. In this guide, we’ll create a simple Scheduled Script that runs nightly to clean up stale or unnecessary data (e.g.,…
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Sales by location by day for the week, showing each day
I am building a report for Sales by location by day for the week, showing each day, but the alternate day function enables me to get 6 days, today, tomorrow, 2 days from now etc, but it does not have a "6 days from now" option
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Lead, Prospects, Customers for membership based Companies
Our business model is membership based. NetSuite has a one and done Lead, Prospect, and Customer CRM method. We'd like to have the ability to become a lead and prospect again once the membership time is up and we'd like to sell to them again. It doesn't appear there's any native way to do this. If I change the Status back…
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Add a Previous Year Sales Column to Existing Sales Report
Hello, We have the below report that breaks out product categories by a defined date range. We want to add another column with the previous year total, relative to the report date. Here are the current report settings, with the previous yr column i added. However, the report now has all these blank monthly rows. If there…
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[Reports] Sales by Customer INCLUDING ZEROS
Hi All, I hope you're well. We are looking to create a custom report that shows Sales by Customer, with filterable date range, that also shows customers who have not spent anything during the period (i..e the report should show all customers, regardless of whether they have spent). I have attempted to do this using the…
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Associate shipping bill with sales order
I'd like to monitor shipping charges for sales orders. I've seen some functionality but thought it might be better to ask here (I don't know what I don't know). If I want to have sales orders (or invoices or fulfillments) and be able to associate the exact cost of shipping those items. I want to get a shipping bill, point…
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Rebate and Trade Promotions > Volume by Amount to Group of Customers
Hi Experts, I have a customer where they would like to implement rebates on sales. and one of their rebate requirement is to calculate based on amount of sales made to Parent Customer and Child Customers as a whole. I believe on 2023.2 update on Rebate and Trade Promotions suiteapp, it will now include Volume on Quantity…
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Sales and Refunds - accounting separately on P&L:
Good morning all, I hope you can help me with a query I have on reporting refunds separately to sales. NetSuite currently sends refunds as a negative sale and is recorded in the revenue line. We need to be able to split this out, I have seen a question on here but its back to 2009 and states there was an enhancement…
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Sales Report -Shows all customers on report even when there is no sales?
Sales Report - Which sales report to built/check or see, where it shows all customers on report even when there is no sales? How to configure/customize such report, please suggest.