3944693 Newbie

I don't think we would want to charge the customer right away. Sometimes people want to change their order before shipment - to either lower it, or increase it. Right now, PayPal seems to "reserve" payments for about three days (a REALLY short time!) so, unlike credit cards, which we charge just AFTER shipment, we charge…

We also take pre-orders for our new releases, and have had this problem. I believe we have figured out a way to deal with it, but it's been a while since our last new release. I'll check with others in the company to refresh my memory on how we did it. Whenever you bill a PayPal order, the status of the PayPal payment…

I checked with others in the company, and it looks like our solution is not really any solution at all. For PayPal pre-orders, we just follow the same procedure as with regular orders, which is to Bill just _before_ we send the order to our warehouse, so that we will know before fulfillment that the payment did not go…

We occasionally get confused customers, but everyone seems to understand the situation once it's explained. We've found that it's mostly people who pay with a debit card who see the reserve as if it were a charge. So far, angry customers have never been a problem with this, but it is an issue if a customer's adjusted…

I'd like to have sales rep default to blank for all customers entered, no matter who enters them... Is this possible? There's already so many niggling little things that seem to require setting (i.e. no way to have them default to a certain setting.) Alison

I was about to create a checkbox to temporarily flag those who had gotten the email, to exclude them, as Chris Won suggested, when I decided to just pull our search into excel, and then pull the search of those who had received. When I did this, and started manually picking out those who had not gotten the email, I…

<NLUSERNAME> is what we use, it drops in the full name of the person sending the email.

We use a kit, then flag the orders as they come in, and manually swap them out for groups. This is mainly to preserve the superior sales reporting on groups, while being able to offer bundle deals on multiple items with some discount.

I won't be the one to talk you down. I find Inventory Worksheets incredibly frustrating. If you take too long, or go between pages while entering them, the worksheet only records the section you were on when you hit save, instead of the whole thing. This used to be considered a bug, the workaround was to enter separate…

Another equally messy way to deal with this (all these ways are sort of messy). Since ABC never got sent, create a credit for it - this returns ABC to inventory. You can then use the credit to pay for an order to ship ABC again (this time for real - send to warehouse to fulfill). Don't know of a good way to associate the…

If you're talking about offering this in a webstore, to my knowledge, there is no easy way to do this in Netsuite. We use quantity discounts, but have found no way to offer "buy this, get this free" - at least not in our webstore. It's a functionality we'd LOVE to have, since a majority of our specials were of this type…

I thought the whole problem was that Inventory Adjustments didn't help you fix these things? We use Worksheets to fix these little discrepancies. We have average costing, and at the end of the year when I'm cleaning up inventory, I go through do a Worksheet on all "inactive" items - if they're not at zero quantity and zero…

That's what I figured the problem was with Groups in the webstore. And frankly, I wouldn't want my customer able to edit all the bits of a group either - I'd hate for them to put in a group with a discount, then remove all the items until all they had left was a discount. We'd owe them money. Ha ha. So in other words,…

Both situations I described come about when an employee makes a manual change somewhere in the process. I was just trying to explain how it happens, and, technically, in both situations, how is NS at fault for not knowing what an errant employee is up to? cleaning up the system for errors made in data entry can be headed…

What about the corresponding ability to sell packages of specific amounts ourselves? We have an item which is $2 when ordered singly. Order 5 and you get them for $5 ($1 each) order 10, and you get them for $6 (60¢ each) and so forth out to 900 for $99 (11¢ each). Is there a way to set an item to sell this way? We could do…

What exactly does "reallocate" do? I've been afraid to hit the button for fear that I will completely mess up our inventory... We don't ever do backorders. We just tell the customer it's not available, and adjust their order... I've had that "uncle bob" thing explained to me, too, and I can't remember why, but it means…

Thanks Angela! I'm not sure we have need of it right now, but at least I have a pretty good sense of what it's used for now. -Alison

That sounds like it just might work! We'll give that a try. It's something I've been trying to do for ages (And frankly, with live inventory, the webstore really doesn't generate orders with backordered items - but we enter orders from the backend, and sometimes those have a backordered item that needs to be taken care of…

What do you mean by "can't be fulfilled"? Backordered? I've been trying to get it to highlight any order which has one or more line items backordered for years without success. (Okay, I checked years ago, when I was setting up my highlighting system, and concluded that it was not possible - I suppose things might have…

Fascinating! You have a Search that does this? I have only ever gotten a matrix Report to show inventory by location. I much prefer Searches over Reports, however. ... Trying to execute this I had a bit of frustration, since I've never used a formula field or "grouped" a search, so I had no idea how to implement what you…

Never mind Contacts - we can control those. We find it frustrating that new web customers are not required to put in a last name... I'd assume if one wanted the Name field mandatory, one would want to include both, or have First Name and Last Name broken out separately. With the system as it stands, it's impossible to make…

That's just the point. NetSuite does NOT allow you to set Last Name to be mandatory. We have "Name" set to mandatory, and it only gives one field, and has no way to require both First and Last Name. I get tired of trying to deal with Mike, Mike 2, Mike 3, in our system when they almost certainly have an easy way to…

Okay, someone in our company finally got someone on Support who actually has a clue, and could explain this strange phenomenon. Apparently, there is a magic checkbox when you create a form that tells that form to be "sticky" so that when you select it, it will actually stay. Why this checkbox does not default to checked…

Thanks Evan -- Our posts must have crossed! I did not see yours when I wrote mine -- but I still would have written it, I think, as I wanted to explain the situation, since nobody had yet been able to do so very well to me. I hope others find this useful. This is why the forums are a good resource. You can find things out…

Could you be more specific about what field you are trying to change?

Well, the main problem we're having is with a customer record form, but we've also seen the bug on a non-inventory item form. Here's a bit of what I had to say in an email to Support: ------------------------------ We had a large number of consumer customers set to use "Custom Individual form," and a large number of…

The form won't let you enter both a payment method and terms. Perhaps you should just always use invoice and then just use a customer payment for immediate cash payment? Thanks for the reply Evan, I think it would be unwieldy to have to take payment as a separate step at the time of order. We can be trained to use the…

Yes, the real problem here is how to keep from _approving_ orders that are unpaid prepay. If they're approved, the warehouse will be able to see them and fulfill them, and we don't want to ship prepay orders if they're not... prepaid. The vast majority of our retailer and distributor customers send or call in their orders…

If you use the function"enforce credit holds", and apply the script that sets new customers credit to 0, you can correct all customer credit limits at once (either with a limit or with 0). We certainly don't want to override all the correct terms we have in our system! We do have lots of customers with net-30 terms. It…

Well, yes, as I said, I can look at the fields available, and tell it is a SOCS or a SOI, -->but is there no way to change the type once it's made? I take it from your lack of answer that this is not possible. Frustrating for it to take months to learn that a SOCS lets you take payment before fulfillment, and then have it…