Why does the ERP and CRM combination make sense for your manufacturing business? Let’s get one thing off the beaten path - integrating your Enterprise Resource Planning (ERP) software which permits you to oversee finance, stock, and receivables with your Customer Relationship Management (CRM) software which oversees relationships and customer support will give immense ROI changes on both programs.
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Topics: NetSuite
- If this check box is not checked then the lines in this record displays in alphabetical order in both view mode and edit mode.
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Topics: Customization, NetSuite
Key Performance Indicators, or KPIs, synthesize the raw data into critical business metrics that can be seen at the right side on the dashboard in the chosen formats. KPIs allow us to spend more time learning from and acting on important data, and less time gathering it. NetSuite includes over 75 pre-packaged KPIs based on NetSuite standard reports, including summaries of forecast, pipeline, orders, cases, and financial data. Custom KPIs can also be created based on custom saved searches.
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Topics: Customization, NetSuite
Global Search in NetSuite has always been easy but to make it much easier and precise we can use the following options:
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Topics: Customization, NetSuite, Global business
|
Layer |
Description |
| Layer 1 | Define Permission : Which records can the role see and with what level of data access (None – remove the element, view, create, edit and full) |
| Layer 2 |
Restrictions: Assign access to employees, departments, class, location and subsidiary’s Note: These controls are override from Level 1 |
| Layer 3 | Open Fields and Viewing: Select permission check boxes to determine restrictions for record viewing |
| Layer 4 | Assign Custom Form: Select the subtab to assign what the role will display on each record, as it relates to form and searches |
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Topics: Customization, NetSuite
NetSuite Configuration Steps:
- To Integrate Outlook with NetSuite first enable the following features in NetSuite (Path: Setup – Company – Enable Features – SuiteCloud).
- Custom Records
- Client SuiteScript
- Server SuiteScript
- Suite Talk (Web Services)
- Create an employee with name as “Outlook External Organizer”.
- Search for Outlook Integration bundle on Enable features (Path: Setup – Company – Enable Features – SuiteCloud – Integration Add-ons – Outlook Integration).
- On General Preferences (Path: Setup – Company – General Preferences – Custom Preferences – NetSuite for Outlook) select the following fields and save.
- Outlook External Organizer (Select the employee which we have created first)
- Outlook Bundle ID (Enter the Bundle ID)
- Outlook Bundle Version (Enter the Bundle Version)
- Install the Bundle on NetSuite.
- Go to Setup > Users/Roles > Manage Roles, and grant the following permissions to each NetSuite role that is being used to sync with Outlook:
- Lists: Perform Search – View level.
- Setup: Outlook Integration 3.0 – Full level.
- Setup: Web Services – Full level (only required if you want to users to be able to enter criteria for the records they sync).
- Go to Outlook Sync Configurations (Path: Setup – Company – NetSuite Account Information – Outlook Sync Configurations) to create configurations for the NetSuite roles that are being used to sync with Outlook.
Note: You may need to log out of NetSuite and log back in again to see the link to Outlook Sync Configurations.
- Enter the Name for Sync Configuration, and select the roles to integrate with Outlook.
- Select the settings which you want to integrate, you can also lock those settings as administrator.
- Choose how and when contacts are synchronized between NetSuite and Outlook and how to resolve instances where information in Outlook does not match NetSuite.
- Synchronize type
- Synchronize time
- Conflict Resolution &
- Contact Restriction
- Choose the fields that are required for contacts to be able to sync to NetSuite. Contacts without information in all of the fields selected cannot be synced.
- Likewise repeat step 11&12 for Events, Tasks, Phone Calls, & Messages
- In Messages select types of records in NetSuite you want to attach email messages to
OutlookConfiguration Steps:
- Configure Outlook
- Give NetSuite Login ID & Password and NetSuite account number.
- When you click next
- Set Sync settings for contacts, Events, Tasks, Phone Calls, Messages, Calendar
- Then Select the transaction types that messages to be attached with
- Then it sync data to Outlook from NetSuite.
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Topics: Customization, NetSuite
- Create a Workflow Field of type List/Record and select the record type as list. For example if we want to open the Invoice record in Edit mode, select the type as List/Record and Value as Transaction.
- In the first state of the workflow create Set Field Value Action and set the field value of above created field as Current Record. By doing this step, once the transaction is entered in to the workflow, the field value will be set to the ID of the current record.
- In the next state, to open the record in Edit mode create the Go to Record action and select the record type and ID field as the custom field created in the step 1 and select the Edit checkbox below the ID field.
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Topics: Customization, NetSuite
- Content delivery service : To create and mange content of website. This bundle is available only for Suite Commerce Advance.
- My Account : Users can track and view their orders, edit there profile information this bundles includes following.
- Profile Information.
- Address Book
- Credit Card Details
- Order History & Order Details
- Email Preferences
- Product Mechandising : Create, configure and display products based on item atributes for better user experence.
- Reference Checkout : Provides a fexible ,fast and cstomizable step by step check out process.
- Reference Shopflow : This suite app includes following.
- Intractive display like zooming, alernative views..etc
- Product listing layouts for viewing of items
- Quick View
- Product review
- Gift cards
- News letters Subscription
- Shoping Cart
- Mini Cart
Deploying SSP’s to Website:
Every bundle will have two SSP’s.
- Reference: This is locked bundle we cannot edit or customize the SSP’s.
- Custom: In custom bundle we can add edit customize the SSP’s.
Go to >> Setup >> Suite Commerce Advance >> SSP Applications
View /Edit the SSP’s need to be deployed
If we are deploying Custom SSP’s make sure that all the library files should be like Reference SSP’s
Go to >> Setup >> Suite Commerce Advance >> SSP Applications
View /Edit the SSP’s need to be deployed
If we are deploying Custom SSP’s make sure that all the library files should be like Reference SSP’s
Defining Touch Points in SSP:
Select the name and Entry page for the touch point
Once we done with the setup, mouse over on save button we get three options.
- Save & New
- Save & Deploy to Site
- Save & Deploy to Domain
Click on “Save & Deploy to Site”.
Select Site Need to Deploy:
Defining Touch Points In website Setup:
Once we deploy all the SSP’s to website we need to define touch points in website setup.
Defining Touch points to website:
Go to >> Setup >> Suite Commerce Advance >> Setup Website
Click on “Touch points” tab based on Touch points we define in SSP’s all the touch will be accessible form setup touch points
- Select the touch point.
- Select the SSP Application
- Path will be automatically displayed.
Click on save.
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Topics: Customization, ECOMMERCE, NetSuite
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