Hi Angela, Finally had a minute to set up gift certificates, and discovered: "This feature is not currently available in your account." :mad: :( :mad: :( OH ouch- crap- they must not be available in NSSB.

Angela, With the gift certificate workaround you have suggested, I assume the cash sale customer will have to enter it manually during checkout for a web order. How about for phone or fax orders? We they have to remind us that they have an unused Gift Cert? Or, is there a way to set it up so it will automatically be used…

ok, when you say 'via the website' I am assuming that the payment information is entered at the time of the sale, making it a cash sale, as oppossed to it being billed 'on account', and given terms- is that correct? If so, then what you ar running into is quite logical. If your customers do not have 'terms' then the credit…

how about I do it here, and you read it when you have time? Once you have the credit on the customers account: setup-enable features-items- enable gift certificates. list-accounting-gift certificate-new (open help- will walk you through this creation) create a new gift certificate in the credit amount- name it according to…

You are correct, via the web site, which requires a credit card. If I know they will be using up the credit, I set their account to terms, but I have to remember to turn it back off. Or to have them email me their order. but for both of these work-arounds, I still don't have all the credit card info. Thirdly is to have…

Hey Angelika, how are you? Are you invoicing your customers, or processing them on cash sales?

I am getting ready to set up the Vendor Center and give access to our vendors so I thought I'd post to see if there are opinions/experiences people would like to share. I haven't found a thread discussing the Vendor Center in-depth. the basic setup is OK. My vendors will be able to look at and print their PO's....great.…

Thanks Angela. It is my intention to design something that won't give them full access to the PO's. I will try the route you suggest. I appreciate the input!!! Ntostenr like I said, be careful, sunshine. ;)

Once you have an XML file, its very easy to convert to almost any other file in a reliable way, including XLS, and CSV, and to load into a DB in a proper relational manner. CSV is an out-dated standard. There are many problems with CSV as evidenced by the many problems people have using the NetSuite CSV import. CSV…

I read Oregon Fishing and hunting guide religiously, does that count? :rolleyes: Actually, I am waiting for a copy of Netsuite for Dummies, signed by Evan. ;) sorry, couldn't resist.:o

Hi Angela, You're always such a good biter :-) It comes down to two things... if they allow standard html email purchase order to be taken and manually enter the order they charge on average 10 to 15 percent extra due to a drop ship fee and it delays our shipments to our customers by two extra business days (instead of…

EDI (Electronic Data Interchange) has been around for many, many years, pre-dating the Internet. It's a protocol for exchanging orders and invoices in a purely electronic way that gets things done quickly, accurately, and economically. Many major manufacturers, distributors, and resellers (like Wal-Mart) either require EDI…

Hi, We are bringing in some new vendor products that are drop ship. However, these new vendors require the purchase order come in a CSV or XLS format. Steven Spitz Big Apple Pet Supply http://www.bigapplepetsupply.com OK sunshine, I'll bite. Can I ask a little about this need? This is quite an unusual request, and I have…

not one I have found. You may want to let people know to get their password reset after the 3rd or fourth try.

as cut and pasted from help. Note, this is not global, but an individual setting. Receiving Email Alerts You can choose to receive an email message up to three times a day of the latest information in the Key Performance Indicators, Reminders, Events, Tasks and Snapshots portlets on your Home page. You can also choose to…

Use the save & e-mail button when creating? Once you use that button, it is "sticky" and is the default save button on the form. You can also set up a custom form where the "to be e-mailed" button is checked by default, so just a regular save will cause the invoice to be e-mailed. Thanks, -e To take this one step further,…

Melissa, I was hoping that you would provide a few more details, but I think I see the basics of your problem. If I am correct, please let me know, as I think there may be a way to help you out here. (We use small biz NS, no landed cost, etc.) We order product from our winery vendors, no problem. WE then have to organize…

agreed, Ray, completely. However, I am still wanting to know the logic behind this very simple point So, can someone explain to me why the appearance is so misleading? 25 records, a button that says mark all, it all leads one to believe it will actually work. Why not limit the screen to the number of records you can…

Dennis, Are you implementing NS yourself?

We can't store information for free. Either it is stored on our general use production servers, or for a (probably significantly) lower cost it can be stored on sandbox. The problem with storing years and years of data on the general use servers, is it slows operations down and makes the servers considerably more expensive…

We are working on a system for next year's release where you will be able to delete all transactional data as of a particular point in time (usually a fiscal year boundary). We also are exploring archiving options, such as using sandbox as an archive at a reduced cost. Thanks, -e Maybe I am missing something here, but in a…

I'm in 07, and cannot get it to download and update. should this be working? if so, can you give me the specific steps to follow to re-import these for california?

Allright, I created a Google group named: http://groups.google.com/group/NSseniors. Please feel free to request membership, if you would like to be a part of this. ALso, remember this is a new group, so at the moment, there is minimal content.

I agree with most of this, however, I don't agree completely with the owner/leader of the business being the admin by default. In my experiences, owners and Execs are typically the last people who should have ongoing admin rights, unless they are intimately involved with the NS program. Depending upon the size of the…

I am a "newbie" but would love to join the group. So far I learn what i know by myself it have been really hard to look for info and i think this will help me at lot :) My email is marana@prematics.com Thanks Angela!! Also If somebody use skype my user name is Maidy A Please follw the link listed to apply for membership.…

Wow, Andy, what a great idea, wish I'd thought of it ;) It seems that I am gravitating towards a sort of yahoo group, where people can list their contact info, and control how much they want to participate, as well as list their skills. My own personal contact list is growing, but I like the idea of having a way to ask…

Jim, No offense here, but you are suggesting a radical change to this forum, being that it will be managed completely differently, and subject all posts to someone Else's idea of 'best practices' What I call best practices may not be the same as you, and if I make post that is 'moved' by anyone into a different thread, it…

Angela, This is what I did in my test account: 1. Go to Setup > Accounting > Use state tax tables 2. Select the CA state 3. Set the tax agency for the tax types 4. Save This should update your tax tables Regards, Cat Hi Cat, It sounds so easy, but in reality, I get an alert redirecting me back to the page, saying- this is…

Angela: Let me know if you need any help...feel free to IM or email me and I'll help out setting everything up. Wow, Justin, thats the best news I have heard all day. You are wonderful.:D

Just as an update, this is starting to evolve into sending links to each other on IM, so we can notify others when we may need some support on ideas, etc, and draw us back in here. Didn't see that coming, but great idea.....and side benefit.