My Stuff
Comments
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I am not sure if this will work for you. You need to open the memorized sales order and click reset to get the new prices. I guess you have to rememorized it after that.
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Under inventory tab of your items, you need to set up your re-order point and preferred stock level. NS will use this information and when your items' quantities on hand reaches the re-order points, they will all be added to a list. To see the list go to Transaction>inventory> order items. You can either select a vendor…
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Do you use "order Item" feature?
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Do you use any of the following when you set up item pricing? Quantity Pricing Schedule Use Marginal Rates Calculate Quantity Discounts : By Overall Schedule Quantity Pricing Group I am guesseing you are using the above quantity discount schedule which prevents you from having higher pricing for smaller orders when you…
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I raised this issue last week and got a few feedback non of which address the real issue. This should be an easy task. No one have time to waste it like this. Yes we can create a saved search for customers that are over due for certain number of days and send them a letter and an statement? Just look at the way quickbooks…
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We have been having this problem periodically. NetSuite IP Address 167.216.129.170 is blocked
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What if a customer has more than one invoice past due? Why NS make it so hard to just write a freaking collection letter?
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The good new is that there is a field for days past due. The bad news is that I am Unable to use NLtransid in a fax or email template. It returns blank. Is your template working? I have also noticed that the fields does not work for customers with parent and children relationship when you choose to accept payment through…
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Evan; It is not a good idea for 2 reasons: 1- you have to create a letter, find who will get the letter, print statement, match them together. That is a lot of work and tons of room for mistake. 2- We need to use different language for clients who are only days late vs. clients that are late 30, 60, and 90 days. One will…
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Direct mailing label printing is included in the upcoming release (due late Q2). Thanks, -e That is a great news. When can we create a meaningful collection letter with a list of invoices past due on the collection letter? Thanks
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Julian, I show only one row for each invoice when I click on a customer. I have the exact search I gave you, and it works properly. It's hard to tell what's wrong with your setup without actually seeing it. If you can't figure it out, you may want to contact NetSuite support so they can do a WebEx to see your screen and…
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Start with something simple: This should show the TOTAL sales (from Invoices) for each Customer for the period of this fiscal year until today. Try entering the following for the Criteria > Standard tab: FILTER DESCRIPTION Type is Invoice Date is within this fiscal year to date Main Line is true It's important to include…
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Did you group by name and sum amount in the results tab? Thanks, -e I just want to see a customer total sales in a saved search. Here is the Criteria: Filter Description Formula Stage is any of Customer, Lead, Prospect Inactive is false Transaction : Type is any of Cash Sale, Invoice And Here is the result columns: Field…
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Julian, I show only one row for each invoice when I click on a customer. I have the exact search I gave you, and it works properly. It's hard to tell what's wrong with your setup without actually seeing it. If you can't figure it out, you may want to contact NetSuite support so they can do a WebEx to see your screen and…
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In our upcoming version you will be able to do searches of the kind you are requesting - adding summary criteria, such as sum of transaction total > $500. Thanks, -e Evan; I am trying to add the total annual sales of certain customers in a saved search. I added Transaction:amount to the resault and filter the transactions…
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This fearure is explained and advertised in 2008 latest release as follow: Real-Time Margin Data Businesses that operate in highly price-competitive markets, with strong pressure from customers for discounted prices, often compensate sales people on the estimated gross profit expected as a result of a sale. In this…
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Thanks Evan; That is what I have been doing. It is pretty combersome. Any Idea if Netsuite is able to do this or it is not going to happen. I believe I created an enhancement in 2007 or so. But, facing a tough economy the trend graphs become more important than ever.
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There are some new functionalities on trend graphs that allow you to see your comparative monthly, quarterly, and weekly sales/profit/etc. on your dashboard.:) Customize your dash board by adding trend graphs and set them up for your ideal results. It is a step forward but it still does not allow you to have a sales graph…
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How do I graph a search? Additionally, are you referring to a transaction search? Thanks
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Has anyone tried to customize a sales order so that users pull up the customer info by typing the phone number instead on the current Name/ID? Currently you can use the "select data" and then search for the phone number. But it is not efficient. Thanks
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I tested it again. And it works fine for us. !!!!!!!
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After using autofill, Just hit RESET and the new prices will be there.
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If you are in sales roll, your phone call has a botton called follow up, But for other rolls, if I remember correctly, you need to do save© which does the same as follow up. It is wierd. Is not it?
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One cost effectiveness of the NS for us is the training time for temps and new employees. It is 4 hours againt 3 weeks in the past. They can be productive after the third hour at work.
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NetSuite just announced wireless mobil access for treo, blackberry and another one on 5/17/2007. Just read their posting in your log in page. Does anyone knows how much the third party charges for the software? Please post as soon as possible. It would be nice to see the dashboard and other data on Apple iPhone. Thanks
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Not yet. But, it will be out soon.
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That is the idea of course.
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It is amazing how any one expect the quickbooks defectees can afford 8K for implenmentation, 10K for mobil access, 10K for a website, 6k for google search optimization, and $200-$300 hourly charge for customization by various NS developres and partners. Plus the NS monthly charges.
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Use the website set up and mark the option for payment " per customer base"
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Is there also a way to associate the free shipping offer with a promo code? Many thanks! :) Not for a long time. It has been requested so many time in the past. But will not be addresed in 2007 according to NS.