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Sales Forecasting - missing config?
Attempting to set up Advanced Forecasting in SFA. No Opportunity or Quote values ever make it to the "Actuals" tab on the Sales Person's "Forecast" View. I have searched extensively on this and it would appear that under Set Up > Sales Force Automation > Set Up SFA, the "Forecasts" tab there should be a config item called…
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Discuss about Sales Force Automation (SFA)
Hii all i want discuss about SFA on netsuite what its SFA? what function SFA? how SFA work on NetSuite Thanks
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Is it possible to route email from webforms / inbound external email to Netsuite's ticketing system?
I have multiple inbound requests for information sent from various web properties I want to be tracked and managed inside of Netsuite. Is there a simple way to do this, for example like an email address that I can add to the CC so that the email will also be sent directly to our Netsuite for management? I want to use some…
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Leads to Prospects
Is there a simple way to report the Lead to Prospect conversion?
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Set Regards - Quotations and Sales Order
Hello Team, I have a scenario where I can't find a way to replicate it on the system and I need your help please; I have a customer (who seller) name Gravity, he purchased the items from us and then send it to distributors. in the system all quotations are send to Gravity, and I am unable to find a way to link each…
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"Communication" - tickbox always ticked
We use NetSuite and currently under the "Communication" tab of Sales Invoices and Sales Credit Memos, the tickbox is unticked. Meaning when an Invoice and Credit Memo is generated and we "Save" it, it is NOT emailed out to customers. We have to remember to go to the "Communication" tab and tick it then save it. NetSuite…
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Duplicating customer addresses with merging duplicate customer records
Dear Guru, I have my system define a duplicate customer based on full email address. When 2 customer records match, I typical select the merge rule that selects the record with the most fields populated as the master. I noticed that when i merge customers that multiple records of the same shipping and billing addresses get…
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Health & Beauty Module
Hello Gurus, I have 2 questions: We recently requested the health & beauty module to provisioned on our demo account for one of our potential prospect & the module was provisioned successfully. However, when I'm trying to install the H&B bundle, i do only SC Posh Theme bundle (bundle if 312849) over there (which is somehow…
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In Saved Search, is there a way to filter a filter
Hi, I have several transaction saved searches with the employee filter. Mainly, our purpose is to be able to filter by sales person. However the filter brings in the results from all employees. Ex. we have 300 employees and 30 sales persons... the filter shows the 300 employees to select from. Is there a way to limit to…