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How to Get Report Sales Gross Profit by Sales Rep ?
Hi Community, Is there any standard NetSuite report that can show Gross Profit by Sales Rep? Based on my review, the closest standard report is Customer Profitability. In this report, I can see Revenue, Cost, and Profit amounts. However, when I try to add a Sales Rep column, I face an issue: The Sales Rep name only appears…
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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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HubSpot/NetSuite Sync - User is being set as the Sales Rep despite sales rep field being mapped.
We are trying to sync HubSpot Companies and NetSuite Leads/Prospects. The issue we are facing is that when a sync occurs from HubSpot to NetSuite, it sets the User who created the record (me via the integration and SOAP Web Services) as the Sales Rep and not the Sales Rep in HubSpot. The Sales Rep field is mapped in…
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Switch Primary Sales Rep on a Customer while leaving sales team intact
We have several thousand accounts having a sales team with three sales reps and two other sales roles. I need to change one of the sales reps to primary and 100%, the current sales rep should be changed to 0%, not primary, leaving the rest of the team intact. I came across a solution that uses the "replace sublists" option…
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How can we send Sales Order Acknowledgments to the customer and to their sales rep, automatically?
Our Sales Order acknowledgments, once saved, are automatically sent to the primary email in the customer record. We'd also like the customer sales rep to be CC'd on the Sales Order email. Is there a fairly easy way to modify the email template to include the sales rep email address too?
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Sales Rep
Can we add names to the Sales Rep list that are not users in Netsuite? This is on the customer account.
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Sales Rep Limited View on Customer Records They Don't Own
Hi all, Hoping you might have some answers for me. I am trying to allow sales reps to view other customer records, but with very little visibility (like basically just the name and status, no other details or transactions). I have both the "limit transactions by sales rep" enabled and have the role set to "own and…
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NSAW Invoice Data Returns Null if Sales Rep is a Group
I discovered an issue with an NSAW report I've been using where if the sales rep on an invoice is an employee group, the invoice is excluded from the data. I can look at the raw NetSuite - Customer Invoice data from the standard NSAW sales pipeline and see the invoice information, but if I include any data from the Sales…
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How to display sales rep and support rep on customer dashboard
Hello NetSuite experts, I have a question about how to customize the customer dashboard in NetSuite. I want to show the customer who their account manager and support rep are when they log in via the NetSuite customer center. How can I achieve this? Thank you for your assistance.
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create a search/report/workflow that can send sales rep/regional director AR list for their accounts
let's say one customer is assigned to one sales rep and one reginal director. we have 5 sales rep ABCDE and 5 reginal director abcde. I know I can create 5 searches/reports for 5 sales rep, and 5 search/reports for 5 reginal director, so that the AR aging only lists their accounts - that's 10 total and create scheduled…