I got it to work via a workflow. I asked while I was assuming I didn't know how to do it. But once I got in there and tried it worked on the second try. We are depositing the funds into a dummy bank type account that is attached as a sub of the real bank account we use for credit card orders. My Office Manager did not want…

I am not following your question. You set the price level of items in the item levels, but you set the price level each customer will be charged at the customer record. If you leave the customer price level blank a sales order for that customer will be base price or 0 if that is left blank for the item.

Take a look at the Financial Tab in a customer record. There is a subtab called Item Pricing. In here you can set default pricing for individual items for each customer. enter the item number, set the pricing level to custom and in the item price field enter your contract price. These can be entered by hand or by CSV…

I would also opt for a new customer record for each customer in your base. Though, you do want to single them out. Perhaps, the best idea would be to code them differently, so that your one-time buyers are secluded and don't fall into the same lists, etc. This may be accomplished in a number of ways: We have a Customer…

How can we import customers that do not exist yet? These are one time buyers that are calling in.

I would absolutely create an account for each customer for reasons too numerous to list. You can configure a customer form to minimal fields so it's very quick for new customer setups. Also, I would be worried about PCI compliance if you are using one account and taking credit cards. We don't do CC processing, so I'm not…

Personally, I would gather as much information regarding the individual who's purchasing (one time or recurring) simply from the fact that you may have "one time purchasers" that are purchasing repeatedly - of which you have no way to track using a catch all account. That being said, creating multiple customers is fairly…

Thanks for trying to answer jacky, but this was taken care of by support last week. It turned out my DKIM settings were not set correctly within my Domain manager settings. Everything is working properly now. 

I guess i figured it out. My filters were redundant to some extent. Once I got the geographical filters down to one all the numbers came right into line. 

Thank you so much Barry. I had completely overlooked that one. Now that I have the base report I can begin investigating as you suggested. Thanks again. You are my hero.

I feel like such an idiot. Thank you Carl

You could customize this search to show ytd sales only. Currently , it shows last year and this year: 1. Reports > Saved Searches > All Saved Searches > New. 2. Choose Customer. 3. Search Title field: entered your preferred name for the search (eg. Sales Last Year and Sales Year to Date) 4. Under Criteria tab > Standard…

Also Jon, make sure to remove the gap in the one instance of {to day} that might be the reason for your error

Thank you. I could not find that sales territory subfolder. I probably overlooked it.

The role must have "FULL" level permission to the record being Merged aside from having the Duplicate Entity Management permission. THAT was the ticket. Thank you so much.

Thanks. I did that, now we will see if it makes any difference

Maybe. Are you suggesting making a related items field for the SO and source the related item fields from the web store?

Start a saved search. Your first criteria should be Contact Field : Email - does not contain <@domainname> where @domainname is the domain name portion of the common contacts email address. If there are other contacts with the same email domain you could always use the entire email address of the contact in question. If…

I will give that a try later this week when I am not quite so knee deep in alligators. Thanks for the suggestion.

We figured it out late yesterday afternoon. in Home>Set Preferences we finally noticed that those who could not see everything had different boxes checked than those of us who could see them. Once we synced up everyones preferences we could all see the same things. This was under the "Analytics" tab and the Search header.

Evan, When typing items into the item field of a sales order. If I do it in Admin role I can type a few characters and autofind prompts me for all the items that match what I have typed. In my sales role, which is the same role my other order entry people use, autofind does not find very many things at all. The popup item…

We just figured it out. As I said before they can find some items by typing in partial numbers, but not others. The ones that they cannot find are ones where the vendor name/code is different than the item name/number. Now the question is, how can I fix it so it keys off the item name/number for my order entry folks? It…

I just checked the location angle. All the employees are set to the correct location, and all the items but one was set to the same location. So thats not it.

Thanks ZO, but I already have Advanced Promotions. It does not do what I am looking to do. NS Support said it is not possible currently and attached my support request to an anhancement request that already existed. *sigh* This doesn't seem like such a rare thing that no one would have thought of it already and designed a…

Thanks. I found it shortly after I posted.

We have it on ours as a snapshot derived from a report. However, each rep can see everyones goals, but only their own actual and the company actual as a whole. Our problem is the target and actual do not sync up properly because we use fiscal periods and forecasts are only done by Gregorian calendar at this time. Makes it…

Can you expand on Shortcuts showing up on every page in Netsuite? Mine do not behave that way. Is there a setting I have missed?

Can you expand on Shortcuts showing up on every page in Netsuite? Mine do not behave that way. Is there a setting I have missed?

I am using same version of chrome and do not have that issue with my dashboard. Good luck

NM, the error was found and corrected.