We enabled advance taxes and then imported the various sales tax tables during setup. The out-of-the-box reports are working well for us with the ability to drill down to multiple tax rates for areas with more than one taxing jurisdiction.

We went with Fonality. A few hiccups along the way, but pretty flexible for our needs. We have limited integration with Netsuite, but do pop the customer screen when a rep answers an inbound phone call with caller-id information. Sidenote - Fonality uses Netsuite as their ERP.

It was released this year. Take a look at this thread: https://usergroup.netsuite.com/users/showthread.php?t=29122&highlight=advanced+promotions Advanced promotions is a bundle you should be able to install.

I need to create a free shipping coupon/promotion for a group of about 1,500 different items. We've got about 7,000 items. So, how can I specify those 1,500 items without doing it manually?? There should be a filter, like "all items displayed in XYZ web-store category" or "all items with XYZ preferred vendor" or it could…

We created (with a lot of help from this forum) a saved search that averages the length of time between a customer's orders and then compares that average to the date of last order. The search returns the days "overdue" based on each customer's ordering history. Obviously this becomes more accurate over time and with the…

is there a way to make activity from any sales rep record in this field? I know you can do it for the main sales rep or reps if they are on the main sales rep's team, but I am looking for it to record any user's activities.

Not to hijack this thread, but is it possible to have the same type of list appear on a sales order form so the rep can see what they have ordered in the past?

we use Postcode Anywhere and have been pretty satisfied with it.

http://www.exactadental.net Any suggestions or feedback would be welcome! (I'm new to this)

call Ozlink. As far as I know, this isn't something that can be done easily out of the box.

I think this is what you might be looking for: https://netsuite.custhelp.com/app/answers/detail/a_id/12041/kw/customize%20fulfillment%20email/related/1

UPS and Fedex often give negotiated rates lower then there published rates. Is netsuite able to pull these negotiated rates both in the webstore and the netsuite UI side as well. or does this require huge amounts of custom code? When we configured out shipping services, there was an option to use published or negotiated…

We do about 125 shipments a day and use Ozlink to communicate between Fedex, UPS, & USPS. A lot depends on whether your shipments are standard or variable (weight/package size). Feel free to shoot me an email if you have any questions, chase@exactadental.com.

Our Fedex account number is integrated with Netsuite but we are finding huge discrepancies in the cost because Fedex charges extra for residential and rural addresses. They also have a fuel surcharge which does not integrate with Netsuite. I have some questions: 1. How do I make a customer note that they are either a…

Does anyone know how to indicate that a signature is required for FedEx delivery if the package is not going to a residential address? Under Fulfill Orders, on the Shipping tab I see a checkbox for FedEx Signature Home Delivery. I tried checkmarking it for non-home delivery shipping, but NetSuite gave errors. What do I…

Please disregard - I will able to get it working.

Hi Evan, Both the Order Entry Field and Upsell fields are linked to employee lists. An example: Sales Order 1: Order Entry: John Upsell: Sally Sales Order 2: Order Entry: John Upsell: (empty) Sales Order 3: Order Entry: John Upsell: John Sales Order 4: Order Entry: John Upsell: (empty) I would like the saved search/report…

I noticed the same thing on our account. In our experience it has been sporadic but annoying.

Same issues here. Have to launch a different browser.

We were very surprised at this as well. I inquired when we went live and I was told that it is not a auto-generated number like almost all other transactions. I was told we could create a custom field and figure out some way of generating it with a random or sequential number. I think there might be a current enhancement…

Thank you for the information. However, I don't think this gives me the ability to: a. filter customers by a certain criteria (state=FL) or other saved search. It looks like the multiple select field contains a full customer list, with the ability to search, but not filter. b. see the records on the phone call portion of…

Thanks everyone. I have been reviewing the support information, knowledge base, and these forums. I appreciate the insight and help!

Thanks Ianic, Our implementation team will be working on the imports. I am trying to be very careful to give them clean data and we will run some tests to make sure it is all valid.

Thanks Martyn, Luckily I am the only true administrator (will have one other person assigned for redundancy just in case). We are trying to limit customizations with the exception of a few entity fields. We are getting excited to switch over!

We just integrated with Fonality. If you would like to discuss drop me a line: chase@exactadental.com.

Please see Brett's message above. I did the permission fix and am still getting an unavailable message.