I started looking into this a while ago and then got pulled a different direction. Thanks for the reminder.

We were just wondering about this! I'm glad to see a couple ideas and will try them out soon.

I just realized today that I need to be able to do this and came searching hoping to find a starting point. I'll be giving it a try and seeing what I can come up with.

Not much based on what I've found. We've had a couple customizations we'd like to do but found there isn't much access to the Customer Center. Even creating a custom role based on the Customer Center doesn't change much. I believe there are several enhancements in that area so if it's important to you it would be…

It sure seems like there would be a better option for using zip codes. What I don't get is that in the financials (for tax codes) there is the option to select a county and then NetSuite defines the area using zipcodes. If that type of functionality is there then why can't it be available for sales rules? I am almost done…

I would say it depends on whether or not you are trying to pass the cost on directly to the customer. It seems like your decision is more between an item for purchase and an item for resale. If you want to be able to sell the item to a customer and then track when the vendor fulfills the item then I would go with item for…

Ditto. The Close button has been there as long as we have used the process. Just yesterday we came across the scenario you are describing where the order was incorrectly closed. There needs to be a permission or some way for the order to be reopened when that happens. As far as I know that ability does not currently exist…

So there is a way to update the user preference using a script? I would definitely be interested if that is the case.

Hi.. this is helpful.. also is it possible to send the transaction to more than one e-mail address from the customer record. I don't know that there is a great way to email the transaction from the customer record. From the transaction record though it is easy to send to multiple people. If you have the "Use Popup For Main…

It would be possible to do use an import to update the status but that is a one time setting and not something I want to be doing on a regular basis. There needs to be a better way. In case others are interested there is an enhancement 143652 asking that there be a global option for this setting.

Both are 2009.2

It sounds like you are using a Kit/Package instead of an Item Group. They act very differently and each have their advantages. They are definitely not the same though.

I should have known better. I was trying something out in a training account rather than my live account. The behavior is just what evan said and the words do not print. I'm not sure what the difference is but glad I figured it out before going to support and realizing it wasn't happening.

I just verified again that the words do appear on the printed form. If there is a setting that changes that behavior that would be great but I am not finding it. I did notice that the words do not appear when viewing the quote but they do when editing.

Wow, I was asked about this as well. I have been able to get the discounts and price levels set up correctly but then was informed that they want to show the full item price (list price) rather than the calculated discount price. Maybe someone has a slick idea. Out of curiosity, did you set up pricing for an item group? I…

I just checked and the word appear on both quotes and sales orders. I'll go ahead and check with support and see what is going on. Thanks for the feedback.

You wouldn't have to maintain separate inventory- the second item could be a kit with its only member being the original item. That's not a bad idea. That way price changes would only occur on one item. I'll try some variations on that idea and see if something will make the most sense. Overall it seems like discount items…

I also received the suggestion of using a price level to reflect the volume discount. That way the sales person can simply select the appropriate price level for the order but it is the same item. I believe that will work out the best. The problem is that price levels seem to be limited to 4 just like quantity pricing…

Evan, that was the setting I needed. I'm not sure I ever would have found that. Thanks!

The discount is not automatic so it would be best to have it separate. I guess I do have the option of creating two separate items, one with the discount and one without. That is not ideal but an option.

We have this scenario with a group of coordinators working with the sales force. We have either put the signature information directly in the message or had the coordinator change their signature to reflect what the sales rep signature would be. That is how we discovered another problem. When you send an email or do a mail…

I have also been trying to determine the best way to link our feedback form. The functionality of adding a lead, assigning using territories and automated email to the correct sales rep is great. At the same time for ease of updates and consistency we would prefer to use a form from our site. I'd be interested in hearing…

We are using the ODBC connector and SQL Server Reporting Services (SSRS). As John stated above, the ODBC connector gives access to most information. We have found two challenges with the connector, both of which can be worked with but it is nice to know about them. 1 - There are some odd limitations in constructing…

I am in a similar situation. We began using NetSuite just over a year ago and I was lucky enough to be tasked with the setup and implementation of NetSuite, migration of all data from our previous CRM, establishing conventions and best practices, training end users (sales, support, finance, marketing, executives), handling…

We ran into limitations with reporting on the built-in quotas (alot of them). That led us to create custom records and fields to store and access the information we needed. In our setup we created a Quota Plan record that stores the rep, year, and annual quota. That record is the parent for a Monthly Quota Plan record…

The way I understand it, NetSuite defines the role in terms of the relationship of the contact with the parent record. That is why role is selected on the customer record and not the contact. That is also why a contact can have a different role on an opportunity as well. You could add a custom field to the contact in order…

The error comes back as "This record already exists" even if I have verified that is does not or I am trying to merge with an existing account. Here is what I do: Scenario 1 1. Create and save a lead as an individual. 2. Click convert and select options to create a new prospect and contact. 3. Error message indicates the…

The vast majority of our customers are companies. We use the convert button for those occasions when a lead is created as an individual. As soon as the sales rep contacts the lead then the record should be converted so that the person is a contact and the company is the prospect record. This is a very useful feature if it…

We are using quotas in the most basic setup. Since we are still in our first year of implementation I have not gotten to the point of doing all of the reporting and so on beyond the built-in reports. Those at least seem to function as expected. Hopefully several of the issues you pointed out have been addressed. I'll see…

I'm sure glad I came across this thread. Thanks for providing the links. Duplicate detection seemed so slick during setup but once we started the imports and migrating data I quickly realized that my hopes and dreams were only that. I'm going to look into some of the suggestions here and see if there is a better way to…