If you want to test their free version, some of the setup instructions are appended below: Set Up Instructions 1) Make sure you have admin rights 2) Setup->Customization->Install Bundle 3) Search “SalesView” under the “Filter by Bundle Name” field 4) Click Install This brings up a Salesview tab on customer (prospect and…

Has anyone built a script to revise customers back to prospects, if only sample order(s) have been sent to them? Or would you be interested in developing this script, which you could likely resell to other companies on NS? If so, please let me know.

Any other options / ideas / solutions of how to change status from Customer back to Prospect when a free sample order has been generated, in order to process it through to fulfillment? Not as simple as doing a search for sales orders for zero dollar amount, as some real customers may have actual orders / invoices in the…

If there is 1 NS instance / account, and 2 or more companies financial, etc are tracked by department or location, will there be a function in NS to migrate department / location data into a multi organization format, within 1 NS instance / account? With little or no web services, etc - just transferring data from say…

Hi Kyle, If you are still interested in a solution per your post below, please let us know.

Post #3 at the link below may help to resolve this for you: https://usergroup.netsuite.com/users/showthread.php?t=1878

We can help, and feel free to ask us for a free web discovery meeting to review your needs.

Hello Nisarg, We provide these types of services too. As you requested, we'll email you directly.

We provide these types of services too. Please contact us for further details.

We also have some web development recommendations, and feel free to contact us directly for a free web discovery meeting where we can review your current web site / web store, and your needs and provide some advice and solutions.

Thanks for the update, Baruch. Any approximate time frame on looking after Issue 115971? Thanks, Barry

[FONT=Arial][/FONT] [FONT=Arial]No replies to the first post July 27 below , so trust this will attract a response. This is a modified extract from an email from one of our customers, and comments are appreciated.[/FONT] [FONT=Arial][/FONT] [FONT=Arial]All the best,[/FONT] [FONT=Arial]Barry[/FONT] [FONT=Arial][/FONT]…

Any comments / advice per post below? RE: Pulling NetSuite data into existing Website We are working with a company that is planning to have 5,000 + Items on it's web store available from it's own warehouses, and 50,000+ Items in "virtual inventory" available from it's manufacturers' warehouses. It would be ideal if the…

We are working with a company that is planning to have 5,000 + Items on it's web store available from it's own warehouses, and 50,000+ Items in "virtual inventory" available from it's manufacturers' warehouses. It would be ideal if the web store could include navigation by Product Type and by Manufacturer, plus a feature…

Run a regular Income statement for the 12 month period you'd like to see, and then at the bottom middle set the Column to Month and click Refresh

To create this report, do the following. If you have any questions, feel free to contact me directly for a free web meeting to help you through this. 1) Go to the standard Comparative Income Statement (Profit and Loss) 2) click Customize 3) for the Amount column, set Alternate Date Range Type to Relative to Today's Date…

Hi Clayton, Since you mentioned paying commissions based on sales collected (paid for) versus invoiced (not yet paid) and also want to base commissions on profitability, you may want to research the Incentive Compensation module per link below. I've seen this work well, and although there is an added cost, it may be…

Hi Kevin, Could I suggest when you run into issues with Reports, you may want to consider developing a Saved Search (SS) with similar criteria, since you can have much more flexibility with "Main Line" type criteria, etc. Also, with SS's you can set them to view like a Report, so visually you'll see a "Report" which is…

Shipping Income is included on the income statement but may not be included in Sales reports, depending on your setup. You likely don't wish to pay commissions to sales reps on shipping income and that is why there is normally a difference between the 2 reports you mention below. If you need more help with this, feel free…

We have found that reporting past history via cashflow reports is not as valuable as cashflow forecasting for 1 - 5 years into the future. We have found that Proforma Plus - http://www.pendock.com/pfp_ca.asp is a very cost effective way to forecast up to 5 years in the future, and not only provides a cashflow, but also…

Many reports, at the bottom, have a Column list, and month can be selected, to provide a monthly report.

Rama, To print customer statements (it shows Charge and Payment columns, similar to Debit and Credit you requested) individually, see link below: https://system.netsuite.com/app/accounting/print/printstatement.nl?whence= To print, email or fax multiple customer statements see link below:…

Try this: a) go to Home>Settings>Set Preferences b) click on Reporting / Search tab c) if Reporting by period is set to Never, change to Financials Only and Save d) budget reports should now show budget amounts e) after budget reports are run, likely c) above should be set to Never again

Rama, You could go to the Report called A/R Register and customize that to show most or all of what you'd like to see. This register report has 2 amount columns for debits and credits that you can edit the column titles to suit, and then filter on just the customer's you'd like to view.

A reason for duplicate invoices may be in the way users enter invoices. If, for example, a user posts an invoice, and then clicks the Back button in the browser, because they wish to edit it, that can create a duplicate invoice. The Back button in the browser can be used in many cases, when reviewing reports, searching for…

This may be an add-on module?

Also keep in mind that you mentioned you have customized the Income Statement. In addition to the Income Statement, I'd suggest you have Fund Accounts on your balance sheet that keep the current balance of each of these funds (within each Fund account on the balance sheet, you can have an Opening Balance Account, Current…

We have similar concerns from our customers on NS, and please advise if there is a way to show $0 opening balance on Income and Expense accounts in the current year, on the General Ledger report. We understand the reasoning for why NS is set up the way it is, per the NetSuite employee's response below, however even though…

Appears NetSuite has not yet fixed the Drop Ship issue for Kits. Sales Orders with Kits generate POs for Drop Ship Items and show the address as the company address, instead of the customer's address. This is noted in the help, however is there a work around?

Are there any 3rd party fulfillment warehouses in the USA on NS that are willing to sign in as Warehouse Manager (or similar access) to fulfill orders, etc on behalf of other companies on NS? If you are one, or know of fulfillment warehouses on NS, please post here. Thanks, Barry Boese…