NetSuite Apps are created to enhance an already great product. They are meant to help NetSuite users get the most out of their investment by adding tools for specific industries or markets. Our team is constantly developing new add-ons for NetSuite.
A/R Master Screen
In order to meet the clients needs, we had to develop a solution that addressed specific requirements, including a screen that allows the user to pay multiple transactions (possibility of thousands) with a single payment, payment method options of ACH, check, credit card, cash, or EFT, and the ability to store over-payment, to reuse stored over-payment to pay, to write off transactions (ex: small payment differences) and to apply rebates (ex: 3% rebate to be applied on entire payment). Learn more | Request a Quote
Advanced Batch Printing
A client needed the ability to print several thousands of sales orders and invoices on a daily basis. The printouts were mainly to be printed on a dot-matrix printer - requiring very specific formatting. The client needed to be able to select large or small subsets of transactions to print, or even print them individually.
The client also had a specific statement format, needed to generate statements in large batches, required the option to include printouts of all invoices related to the statement generated, and the ability to decide to print, email or fax.
The client also needed to print labels based on the estimate line items that had lot numbers, as well as labels representing the vendor record for folder labeling purposes. Learn more | Request a Quote
Advanced Invoice Emailing
This feature adds flexibility to the emailing of invoices in Netsuite by providing a selection page for Invoices to be batch-sent through email and adding a send button on the invoice. Learn more | Request a Quote
Amazon S3 Connector
We developed a connector that takes files from NetSuite's file cabinet and uploads them to Amazon's EC2 server for storage on the Amazon S3 cloud. These stored files would then also be accessible through NetSuite's customer center and on the related transactions. Learn more | Request a Quote
Automatic Invoicing on Order Fulfillment
This customization allows users of Netsuite's Pick/Pack/Ship advanced fulfillment feature to automatically create and send an invoice when the order is shipped. Upon Fulfillment of a Sales Order, and based on the shipping cost and customer preferences, an invoice gets created and sent by email when the status reaches "shipped". Learn more | Request a Quote
Automatic Write Off
Traditionally performing a write off in NetSuite is a manual process. We implemented a solution to perform write offs automatically when an invoice is below a certain threshold.
The system finds the open transactions with a remaining balance under the threshold specified by the company.The accounting department then decides whether the transaction should be written off or not; a daily process then picks them up and perform the necessary journal entries. Learn more | Request a Quote
Chart of Account Builder
There are only two ways of importing a Chart of Accounts into NetSuite, either via CSV Import or by Script. The solution that we developed allows you to import a Chart of Accounts into NetSuite using a excel template (will support Google Spreeadsheet in the future) where you only need to provide your account names and desired properties, such as the number, department, amount, etc. This feature automates and makes the creation of a Chart of Accounts more user friendly. The user does not need to know the internal ids of the fields or worry about data validation as this is all handled in the background. The only thing the user needs to do is to fill the "Chart of Accounts" template and then let the script handle the rest! Learn more | Request a Quote
DISC Employee Profiles Map
The DISC Profile project was built to visually display the results obtained from a personality test taken by our employees. The test classifies the personality of employees based on four dimensions: Dominance, Influence, Steadiness and Conscientiousness. It also assigns a personality type to every individual based on his score in those four dimensions. The DISC Profile project displays those 4 dimensions on a scatter graph for the whole company. It also color codes each point based on the corresponding personality type. Learn more | Request a Quote
Simple SharePoint Integration
A customer was in need of a quick-and-easy solution to integrate their SharePoint customer folders within NetSuite. We offered what was needed with minimal customization and practically no effort to implement and use. The solution displays the SharePoint customer folder in a subtab on the Customer record in NetSuite, without the need of any scripting or programming. Just like any SharePoint window, once users are logged in they can manipulate files and execute any command normally available with SharePoint. Learn more | Request a Quote
Connector Management Dashboard
Leveraging the flexibility of open-source solutions, our team has developed a customized connector that allows users to migrate and synchronize data effortlessly and seamlessly from various sources, such as external websites, SaaS applications, XML Web services, RESTful Web services, databases or other entities.
Getting a real-time view and monitoring your integration data and status has never been so easy, thanks to our Connector Center Dashboard. The Connector Center Dashboard is now available for purchase as part of the integration service bundle. It’s a great value-added tool that you would not want to miss. Learn more | Request a Quote
Excise Tax
This solution enables the calculation of Excise Tax. When entering a sales order, depending on the type of product, different tax needs to be applied. Learn more | Request a Quote
Expense Report: Amount with Tax
We developed this customization specifically for Canadian companies who were having difficulty using NetSuite's expense reports. Our Expense Report: Amount with Tax solution allows NetSuite users to enter a total price on an expense report and the amount without tax is calculated automatically based on the tax code. Learn more | Request a Quote
Form Selection Based on Department
NetSuite allows users to have different forms for a given transaction.
We designed a script that automatically displays the correct form based on the department selected. A common example would be Sales Orders- based on the department. The customer might need a different form, or even a different template with a unique logo, address or footer for when that Sales Order is printed. Our customization lets the user pick their department and without any more hassles, the correct form is displayed. Learn more | Request a Quote
Google Apps for NetSuite
Google Apps™ for NetSuite enables true cloud-to-cloud synchronization of your Gmail, Calendar, Docs and Contacts with NetSuite records. The bundle allows companies to fully manage their business in the Cloud. Learn more | Request a Quote
Google Drive Extension
The Google Drive™ extension was built to access and manage Google Documents™ related to NetSuite Entities, including Customers, Employees, Projects and Tasks directly from their corresponding Record in NetSuite. This allows for the easy management and quick access to the latest version of documents including Spreadsheets, Power Points and Text documents. Learn more | Request a Quote
Google Maps Integration
Google Maps™ Integration will geolocate any point of interest using addresses within NetSuite. This can be done on transactions, entities, or any record with a well formatted address. Google Maps Integration will significantly speed up any necessary location searching through a map. Learn more | Request a Quote
Google Organisational Chart
We developed an extension that automatically displays an Organisational Chart of either the whole organisation or of specific parts of your company. This chart is automatically updated using the information stored in Employee records. The chart can easily be narrowed down to specific departments or locations of your organisation using a variety of filters. Learn more | Request a Quote
Google Product Feed Automation
The goal of this feature is to allow companies to export their item information as a date feed into the Google Merchant Center. This makes the items available on the Google Product Search and gives visibility to the company. It helps shoppers find specific items and therefore help the companies to sell their products. Learn more | Request a Quote
Group Email
One of our customers needed to send sales orders pick tickets on a recurring basis to the same teams of people. Since they were processing large numbers of sales orders per day, the basic NetSuite functionality was too cumbersome. Our team developed a simple solution that streamlined this process into a one click operation. Learn more | Request a Quote
HR Management and PTO Module for NetSuite
We developed a feature to allow a user to expand their Human Resources functional areas using NetSuite. The feature allows the user to monitor recruitment activities and extend the standard employee management features.
In addition to expanding the HR functional areas of NetSuite we designed a PTO module for one of our customers, a quickly growing IT company looking for a way to streamline the personal time off process. The objective was to minimize administrative overhead, and provide flexibility to the employees while implementing management approvals Learn more | Request a Quote
L&D Module
Tracking employee learning and development activities is a challenge for growing companies. Managers need to quickly assign activities to group of employees, keep track of who completed the activities and automatically generate reminders for the others. The customer for which we developed this feature even used the L&D module to ease NetSuite adoption by making sure that employees watched the recommended training video. Learn more | Request a Quote
Lot Number Inventory Report
One of our customers needed to update their lot numbered inventory from reports supplied by their TPL. We developed a scripted solution to automate this process. Learn more | Request a Quote
NetSuite Transaction Email Sender
The Transaction Email Sender tool allows NetSuite users to brand and stylize their bulk transaction emails.The customization allows user to select the transaction type, filter by date and then choose the recipients. The message, language, appearance, etc. can be easily customized using one of our existing templates (or users can create their own). Learn more | Request a Quote
PO-SO Sync
When using Drop Ship or Special Order items, information for each line item may be required to be identical on both orders. For example, Description changes on the SO may need to be reflected in the PO, or things like Custom Fields may need to show the same values on both. NetSuite does not maintain this sort of synch natively, but via this script you can specify fields that need to be kept identical across both transactions.
Enter or update information in one transaction, and have it automatically be copied over in the other
Specify any fields
Highly optimized algorithm allows for updates to several linked POs with potentially hundreds of line items each. Script always accurately matches SO lines to PO lines Learn more | Request a Quote
Precise Timestamp
Sometimes, the seconds precision provided by NetSuite's created date field and last modified date field is just not good enough. We implemented a custom time stamp deployed on a record per record basis that will allow milliseconds precisions. Learn more | Request a Quote
Precision Emailer
Default NetSuite behavior is to source the Customer Email into the 'to be emailed' field on Transactions. This customization allows far more flexibility - for every Customer record, you can specify the email addresses that should receive the Transaction email, whether it be employees, other customer contacts, anything. Learn more | Request a Quote
Product Configurator
We developed a functionality that allows users to always enter the same basic Assembly Item on orders, and then specify required "attributes" via Item Options. Upon transforming the Sales Order into a Work Order, the script converts the selected Item Options into additional components to be added to the Work Order. Learn more | Request a Quote
Promotion Manager
This feature allows a promotion to be applied to the sales order transaction automatically, thus relieving the sales team member from remembering the promotions. Promotions are available for different clients, groups of clients, for specific items or groups of items. When sales person enters a sales order in NetSuite, the discounts are automatically applied to the items upon saving. Learn more | Request a Quote
Purolator Shipping Estimate Integration
The Shipping Estimate Integration with Purolator allows you to query the Purolator service directly to obtain quote for shipping items on your Sales Orders. Learn more | Request a Quote
Quick Order Form
Online form that allows the customer to add multiple items at once to their cart. It is saved search driven, making it easy to adapt to different needs. Learn more | Request a Quote
Quick Sales Order Page
Our customer was looking for a quick way to enter sales orders in order to reduce time and effort. The quick sales order page will allow you to enter in minimal information on the go, on a custom page, and create a Sales Order in NetSuite. This solution resolves many different scenarios for sales organizations. Learn more | Request a Quote
Royalties
The accounting department is able to run the royalty calculation for a specified time period. A product or service item is given a monetary value which is then used in the calculation of royalties. A report is created to display the amount (with calculated tax if applicable) for each individual who is to receive the royalties. Learn more | Request a Quote
Scrap Management
A customer in the construction supply retail business sells products by a given unit (ex. 1 foot) out of a given length (ex. 12 feet). If a customer purchases 10 feet, they know that they will not be able to sell the remaining 2 feet and will need to scrap it. Our client wanted this process to be automated so that quantity on hand and available remained accurate, as well as used a specific accounting behaviour for the scrap to move related inventory COGS to a specific account and cleared out periodically. Learn more | Request a Quote
Transaction Lock
NetSuite does not prevent multiple users from attempting to edit the same transaction at the same time. To preserve integrity, however, NetSuite will give an error to any user attempting to save a transaction that another user has just edited. This can result in many long minutes, or even hours, of wasted effort from a user working on very long to complete order, if another user comes in and makes a change while the transaction is being worked on. This functionality eliminates this risk by blocking subsequent users from entering edit mode at all if another user is currently working on the transaction. Learn more | Request a Quote
VAT PDF Forms
Using this feature, customers with European subsidiaries now have the ability to print a detailed summary view of VAT amounts in their invoices. Standard layouts provided by NetSuite do not support a full summary drill down of the VAT codes and amounts applied in the transaction, however using PDF Invoice Layout (VAT) a user can now have this break down in their standard NetSuite Invoices. Learn more | Request a Quote
Volume Purchase Price
Similar in to our Alternate Items, Volume Purchase Price allows users to use volume prices on purchase orders. Simply enter the known volume purchasing price for the item and when a purchase order is entered, the price will switch according to the best value for that quantity based on vendor. Learn more | Request a Quote
A/R Master Screen
In order to meet the clients needs, we had to develop a solution that addressed specific requirements, including a screen that allows the user to pay multiple transactions (possibility of thousands) with a single payment, payment method options of ACH, check, credit card, cash, or EFT, and the ability to store over-payment, to reuse stored over-payment to pay, to write off transactions (ex: small payment differences) and to apply rebates (ex: 3% rebate to be applied on entire payment).
Challenges
Very large number of transactions need to be handled (possibly thousands)
Need ability to quickly input transactions numbers and have intelligence to find it and fill the line with the transactions information
Overpayment storage and usage (pin money to a customer and reuse this money on future payments)
Solution(s)
Custom record A/R Multi Payment, A/R Child Payment to track main payment information and each transaction to apply to
Scheduled script to process all payments (batch processing)
Creation of journals and payments in the background for each different situation to handle
Write off custom record to store which write off code applies to which account
Ability to overpay or underpay
Credit card validation implemented
Contact us to learn more about the A/R Master Screen.
Advanced Batch Printing
A client needed the ability to print several thousands of sales orders and invoices on a daily basis. The printouts were mainly to be printed on a dot-matrix printer - requiring very specific formatting. The client needed to be able to select large or small subsets of transactions to print, or even print them individually. The client also had a specific statement format, needed to generate statements in large batches, required the option to include printouts of all invoices related to the statement generated, and the ability to decide to print, email or fax. The client also needed to print labels based on the estimate line items that had lot numbers, as well as labels representing the vendor record for folder labeling purposes.
Challenges
The main challenge with this project was overcoming metering limitations in order to be able to print an 'infinite' number of transactions, as well as:
XML to PDF for custom printouts of invoice, cash sale, sales order, statement, estimate (labels)
Error logging/tracking
Integration necessary to communicate with printer
Solution(s)
Batch print information custom records to store batch print details (centralized record to print statements, sales orders, invoices, cash sales and labels)
User event, client and suitelet script to individually retrigger or download files directly from batch print information record
Suitelet for each different record to print with huge set of filters
Scheduled script with multi-queue management to generate the PDFs and send them to the print server
Print server to receive batches and send them to the printer
Ability to print sales orders, invoices, statements and labels in large batches
In-depth level of search criteria to select subsets to print (date range, customer, customer and children, department, date created range, open transactions only, etc.)
Ability to search for estimate record line items with lot numbers and print custom labels
Statement criteria include : show only open transactions, include open invoices, to be emailed, to be faxed, consolidated statement, past due days)
Ability to print, email or fax statements
Ability to download PDF files in a zip
Multi-queue processing used to optimize and allow fast PDF generation and printing
Contact us to learn more about the Advanced Batch Printing.
Advanced Invoice Emailing
This feature adds flexibility to the emailing of invoices in Netsuite by providing a selection page for Invoices to be batch-sent through email and adding a send button on the invoice.
Challenges
In some situations, more control over sending invoices is required. For example, it might be necessary to wait until a given day, send multiple invoices, or choose to re-send an invoice to a customer.
Solution(s)
Our solution features:
A custom page based on SuiteScript that allows the user to select Invoices through checkboxes; clicking send triggers the batch process of sending out multiple invoices to their corresponding customers
A Suitelet which, when triggered by the click of a button on the invoice, will send (or resend) an individual invoice to the customer
This solution can be combined with Netsuite's mailmerge, allowing templates to be defined for the email body. The invoice can also be included as an attached .pdf file.
Contact us to learn more about the Advanced Invoice Emailing.
Amazon S3 Connector
We developed a connector that takes files from NetSuite's file cabinet and uploads them to Amazon's EC2 server for storage on the Amazon S3 cloud. These stored files would then also be accessible through NetSuite's customer center and on the related transactions.
Challenges
When clients process CAD files, these can be very large if not compressed. They sometimes receive ten or more of these files at once, thereby quickly exceeding their NetSuite storage limits.
The customer requires large amount of storage space that is currently unavailable in NetSuite's File Cabinet. Amazon's S3 cloud offers unlimited storage, but it isn't able to process files.
Solution(s)
To provide the missing link, we developed this connector to connect NetSuite to Amazon so that Amazon's EC2 servers are able to perform third-party processing.
The end result is that customers dealing with large amount of CAD files can now have access to unlimited storage while maintaining use of NetSuite. This storage is secure enough to store critical business files and version tracking (preserve multiple versions of a file) is enabled, which is a feature currently not provided by NetSuite.
Contact us to learn more about the Amazon S3 Connector.
Automatic Invoicing on Order Fulfillment
This customization allows users of Netsuite's Pick/Pack/Ship advanced fulfillment feature to automatically create and send an invoice when the order is shipped. Upon Fulfillment of a Sales Order, and based on the shipping cost and customer preferences, an invoice gets created and sent by email when the status reaches "shipped".
Challenges
If you process a high number of orders, for instance through a Warehouse Management System integrated with Netsuite, you can skip having to generate the invoices.
Solution(s)
A scheduled script checks for newly created item fulfillment records that have not yet been invoiced. Once shipped, the originating Sales Order is transformed to an invoice (or a cash sale, depending on the payment method).
Contact us to learn more about the Automatic Invoicing on Order Fulfillment.
Automatic Write Off
Traditionally performing a write off in NetSuite is a manual process. We has implemented a solution to perform write offs automatically when an invoice is below a certain threshold. The system finds the open transactions with a remaining balance under the threshold specified by the company.The accounting department then decides whether the transaction should be written off or not; a daily process then picks them up and perform the necessary journal entries.
Challenges
The automatic write off report needs to perform many functions in order to accurately and correctly write off invoices below the specified threshold.
Identify the open invoices with a remaining balance below the threshold
Identify the open customer deposit with a remaining balance below the threshold
Then display these transactions to the user (accounting dept) who will then mark them to be written off
A daily process runs every night and picks the marked transactions and performs the journal entry to write them off
Solution(s)
The automated solution allows for easier removal of bad debts and over payments from aging report documents, and provides better visibility on upcoming incomes and liabilities.
Contact us to learn more about the Automatic Write Off.
Chart of Account Builder
There are only two ways of importing a Chart of Accounts into NetSuite, either via CSV Import or by Script. The solution that we developed allows you to import a Chart of Accounts into NetSuite using a excel template (will support Google Spreeadsheet in the future) where you only need to provide your account names and desired properties, such as the number, department, amount, etc. This feature automates and makes the creation of a Chart of Accounts more user friendly. The user does not need to know the internal ids of the fields or worry about data validation as this is all handled in the background. The only thing the user needs to do is to fill the "Chart of Accounts" template and then let the script handle the rest!
Challenges
Excel template needs to be defined by the user
Make sure excel template creates the correct number of arrays
Large number of values to be imported
Solution(s)
Optimize excel template (Macro can be easily added to ensure data validation inputted by the user)
Create multiple Scheduled Scripts
Contact us to learn more about the Chart of Account Builder.
DISC Employee Profiles Map
The DISC Profile project was built to visually display the results obtained from a personality test taken by our employees. The test classifies the personality of employees based on four dimensions: Dominance, Influence, Steadiness and Conscientiousness. It also assigns a personality type to every individual based on his score in those four dimensions. The DISC Profile project displays those 4 dimensions on a scatter graph for the whole company. It also color codes each point based on the corresponding personality type.
Solution(s)
The goal of this GuruApp is recognizing and highlighting differences in the personality types of colleagues. This is useful for team creation and task assignment, among other internal functions.
The DISC Profile project was deployed as a Suitlet that visually displays the four dimensions and the personality type of all employees in the four quadrants of a scatter graph. The position of the employee is determined by his scores in the four personality dimensions and his point is color coded based on his personality type.
Contact us to learn more about the DISC Employee Profiles Map.
Simple SharePoint Integration
A customer was in need of a quick-and-easy solution to integrate their SharePoint customer folders within NetSuite. We offered what was needed with minimal customization and practically no effort to implement and use. The solution displays the SharePoint customer folder in a subtab on the Customer record in NetSuite, without the need of any scripting or programming. Just like any SharePoint window, once users are logged in they can manipulate files and execute any command normally available with SharePoint.
Challenges
Before this solution was implemented, the client had to open their NetSuite Customer record and the SharePoint customer folder in two separate tabs. They also had to browse SharePoint every time to find the appropriate folder.
Solution(s)
Configuring and using this feature is as simple as entering the customer's folder name on the Customer Record, refreshing the page and you're good to go! No more searching for the right folder, and you can see your customer's SharePoint folder directly in NetSuite instead of having it on a different page.
If you already a SharePoint folder for all your customers, you can import them quickly and easily using NetSuite CSV Import Assistant.
Contact us to learn more about the Simple SharePoint Integration.
Connector Management Dashboard
Leveraging the flexibility of open-source solutions, our team has developed a customized connector that allows users to migrate and synchronize data effortlessly and seamlessly from various sources, such as external websites, SaaS applications, XML Web services, RESTful Web services, databases or other entities. Getting a real-time view and monitoring your integration data and status has never been so easy, thanks to our Connector Center Dashboard. The Connector Center Dashboard is now available for purchase as part of our integration service bundle. It’s a great value-added tool that you would not want to miss.
Key Features
Seamlessly and automatically migrate and synchronize your Sales Orders, Invoices, Time entries, Customers, Custom Records and more to NetSuite from external applications and vice versa
We can develop a connector customized especially for your data integration needs
New and customizable Connector Center Dashboard that allows users to:
Monitor the records processed by the connector directly on NetSuite
Easily find and view records that were successfully processed (or not) with detailed information of the synchronization
Access important information, such as quantity of records processed, average success rate of processed records, analytics of your results, and more
Access integration data from different periods for easy comparison
Options to interface with the following types of systems:
3PL and Order Management Systems
Catalogs and Web Stores
Other CRM Solutions
File Storage Solutions like Amazon S3
Contact us to learn more about the Connector Management Dashboard.
Excise Tax
This solution enables the calculation of Excise Tax. When entering a sales order, depending on the type of product, different tax needs to be applied.
Possible instances that a product may be exempt from excise tax or have specific tax rates applied:
by type of product
based on location
by country
by state or province
by city
Our solution allows for the management of all excise tax from a central point as well as has the ability to run reports to submit to tax agencies. A tax table is created to be able to perform the solution.
When entering an order in NetSuite the system calculates the excise tax on top of the regular tax upon saving of the transaction.
Reporting of the excise tax for remittance is done with a click of a button.
We developed this customization specifically for Canadian companies who were having difficulty using NetSuite's expense reports. Our Expense Report: Amount with Tax solution allows NetSuite users to enter a total price on an expense report and the amount without tax is calculated automatically based on the tax code.
Challenges
We originally created this customization for internal use. For example, when employees were entering expenses from restaurants, the accounting department was unable to differentiate between the total, the tax and the tip, therefore it was confusing for the end of the year tax claim.
Solution(s)
All of our Canadian customers can now benefit from this customized expense report to save time when entering expense reports and greatly reduce errors.
Contact us to learn more about the Expense Report: Amount with Tax.
Form Selection Based on Department
NetSuite allows users to have different forms for a given transaction. We designed a script that automatically displays the correct form based on the department selected. A common example would be Sales Orders- based on the department. The customer might need a different form, or even a different template with a unique logo, address or footer for when that Sales Order is printed. Our customization lets the user pick their department and without any more hassles, the correct form is displayed.
Challenges
ProDrive is a multi-national, multi-departmental organization that specializes in high-performance dental instruments. Depending on the product or even where their customer is based, their sales order form changes. ProDrive found that their employees were making manual errors when entering their sales order information due to the wrong form being selected.
Solution(s)
The custom form selection tool created by us ensured that the right form would always appear once the department was selected from an easy to use drop down menu. If Canadian sales were selected, sales order for Canadian sales appeared. If International sales were selected, the right form for International sales would appear.
The tool dramatically reduced the number of manual errors by sales reps, increased efficiency and reduced related costs associated to over printing due to errors.
Contact us to learn more about the Form Selection Based on Department.
Google Apps for NetSuite
Google Apps™ for NetSuite enables true cloud-to-cloud synchronization of your Gmail, Calendar, Docs and Contacts with NetSuite records. The bundle allows companies to fully manage their business in the Cloud.
Customers can leverage their investment in NetSuite and Google Apps:
Increase efficiencies by managing NetSuite data from within Gmail
Eliminate duplicate entry or copy & pasting by attaching Gmail messages and Google Docs directly to NetSuite records
Never miss a meeting with two-way synchronization of Google and NetSuite calendars
Empower users with a secure corporate database of NetSuite Contacts in any Google Apps for Business™ service
Contact us to learn more about the Google Apps for NetSuite.
Google Drive Extension
The Google Drive extension was built to access and manage Google Documents related to NetSuite Entities, including Customers, Employees, Projects and Tasks directly from their corresponding Record in NetSuite. This allows for the easy management and quick access to the latest version of documents including Spreadsheets, Power Points and Text documents.
Challenges
It is often necessary to create additional documents regarding various NetSuite entities including Spreadsheets, Power Points and Text documents. Quick access to the latest version of those documents from anywhere in the world can be highly beneficial.
Another challenge arises with the management of the vast amount of information related to an Entity that can be created over time.
Solution(s)
Our NetSuite Google Drive extension allows for easy access and management of Google Drive documents stored in the Cloud. Its features include accessing documents from records, their creation from templates as well as copying, deleting and attaching documents. This is all done seamlessly within NetSuite.
The Google Drive extension is used internally by us and has been both a huge time saver and a great organisational tool.
Contact us to learn more about the Google Drive Extension.
Google Maps Integration
Google Maps Integration will geolocate any point of interest using addresses within NetSuite. This can be done on transactions, entities, or any record with a well formatted address. Google Maps Integration will significantly speed up any necessary location searching through a map.
Challenges & Solutions
Manually going through any address that needs to be located on a map can be very time consuming. It can be especially time consuming when there are multiple addresses to look up.
Integrating Google Maps with NetSuite allows for quick and easy geolocation. Providing well formatted addresses on transactions, entities, and even custom records will make finding locations much faster and will avoid having to manually look up any location you need to find.
Contact us to learn more about the Google Maps Integration.
Google Organisational Chart
We developed an extension that automatically displays an Organisational Chart of either the whole organisation or of specific parts of your company. This chart is automatically updated using the information stored in Employee records. The chart can easily be narrowed down to specific departments or locations of your organisation using a variety of filters.
Challenges
Organisational charts tend to be very organic documents since changes are constantly required as a result of new arrivals and changes in job positions. They are however very important as they clearly define the structure of the organisation, thus allowing new arrivals and veterans alike to understand the structure of their working environment and to find the people they need within the organisation.
Providing easy access to a continually updated version of this chart can prove to be both difficult and very time consuming.
Solution(s)
Our extension displays an organisational chart on your Dashboard using employee records returned by a Saved Search. The chart is therefore seamlessly kept up to date with the latest changes in employee records. Furthermore, it can easily be narrowed down to specific departments or locations of your organisation using a variety of powerful filters in the Saved Search.
Contact us to learn more about the Google Organisational Chart.
Google Product Feed Automation
The goal of this feature is to allow companies to export their item information as a date feed into the Google Merchant Center. This makes the items available on the Google Product Search and gives visibility to the company. It helps shoppers find specific items and therefore help the companies to sell their products.
Allows exporting of specific set of items
Allows publishing of these items on the Google Product Search
Allows the user to modify item specifications to export at will
Entirely automated process (no user intervention necessary after initial setup is completed)
Challenges
The automation process is not straightforward
Requires XML file manipulation
The solution needed to be as flexible as possible for the end user
Solution(s)
Set up a product feed in NetSuite
Created a scheduled script that processes this feed on a scheduled basis, and formats the results into a Google Merchant Center compliant XML file
This file is stored in the File Cabinet
The Google Merchant Center was set up to periodically fetch the XML file from NetSuite
Contact us to learn more about the Google Product Feed Automation.
Group Email
One of our customers needed to send sales orders pick tickets on a recurring basis to the same teams of people. Since they were processing large numbers of sales orders per day, the basic NetSuite functionality was too cumbersome. Our team developed a simple solution that streamlined this process into a one click operation.
Limited time budget
Greatly simplifies the process of sending emails
Allows the creation of configured email address groups
Groups can default or be manually overridden when a sales order is created
Additional email addresses can be entered directly on the sales order
The email thread is still visible on the sales order
Very simple to use
Challenges
Since the time budget was limited, we needed to find a simple approach. By mixing standard fields with a seclection of custom fields and custom records, we leveraged existing information. The email address groups were deliberately simplified to a format that could be directly handled by scripting without additional processing.
Solution(s)
A custom record type was created to create email groups. Instances of this custom record type hold email lists - they are the email groups
On a Sales Order transaction, one or more groups can be selected
A list of email addresses can also be entered directly in a field of the Sales Order
The standard Message field of the Sales Order is added to the body of the email
An email Pick Ticket button on the Sales Order allows mail to be sent using an email template to all the emails stored in the group or on the sales order
We developed a feature to allow a user to expand their Human Resources functional areas using NetSuite. The feature allows the user to monitor recruitment activities and extend the standard employee management features. In addition to expanding the HR functional areas of NetSuite we designed a PTO module for one of our customers, a quickly growing IT company looking for a way to streamline the personal time off process. The objective was to minimize administrative overhead, and provide flexibility to the employees while implementing management approvals.
Challenges
Out-of-the-box NetSuite allows for standard employee management features, such as Employee Records and events. The idea behind the HR Management module was to build a more robust system tailor to the needs of an HR Director or department - this included the ability to monitor recruitment activities visually, converting recruitment candidates into employees and more.
Prior to the development of the PTO Module for HR, our customer would rely on emails to the manager and HR department for PTO approval, and on a shared outlook calendar for the out-of-office schedule. This lead to constant manual review of the available PTO time by HR resources, which was becoming more and more inefficient as the company grew.
Solution(s)
The HR Management feature can be used to:
1 Monitor recruitment activities:
User will have a role called "HR Manager" - a customization of an existing role to restrict views and to support the features below.
1.1 Includes dashboard views to monitor recruitment candidates status in a "Time-Line"
1.2 Can create "Recruitment Events" and link these to a candidate record and to a HR employee(s)
This is a customization of the standard "Events" record in NetSuite to allow the user to create "Recruitment Events". Additionally, these events are restricted to Human Resources, and the form and fields have been customized to prevent these events from interfering with other functional areas. These events can also be linked to "recruitment candidates" and employee records.
1.3 Convert applicant (recruitment candidates) information into a new employee record
The HR Management feature enables the creation of "Candidate Records" which allows a user to keep track of their recruitment candidates. These records can be created either manually or via online form submissions (requires WebStore features).
1.4 Manage recruitment candidates skill sets. "Employee Skills" feature to support more features and options, using saved searches and dashboard views the user can also monitor these in a time-line way
2 - Extended the standard employee management features
2.1 Manage Employee Performances Performance records to support more information and to link these to "evaluation events" (just like with recruitment candidates).
The user can now create "Employee Evaluation" records and link them to "Evaluation Events".
2.2 Manage Employee Competencies
The HR Management feature allows the user to define an employee's competencies with the option of tracking using reports or charts.
2.3 Manage approvals and requests such as vacation leaves and work related absences
The HR Management feature allows the creation of requests and integrates them with the supervisor, related records, etc. calendar.
2.4 Allows the creation of "Employee Training Plans" where the user can create and define training plans for their employees and keep track of these using "Training Events", "Performance Evaluation" etc.
The Paid Time Off (PTO) Module includes the following features:
Each employee has a given amount of PTO time per year. It varies from employee to employee
At the beginning of each year the PTO amount is reset and the balance from the previous year can be carried over
Administrators and HR personnel can override the remaining amount of PTO time as needed
An employee can initiate a PTO request by selecting the related NetSuite custom form
Based on preset rules (quantity of PTO time remaining, quantity of PTO time requested, etc.) the PTO is either directly added to the calendar or routed to the employee's supervisor for approval
If required upon approval the PTO is added to the calendar and the employee PTO bank is decreased
Email notifications and dashboard searches were also implemented to simplify the management of this feature
The solution that we implemented consists of custom forms, customer fields, custom records, scripts and searches. With this feature the process is greatly improved. A important quantity of PTO requests no longer require approval.
Contact us to learn more about the HR Management and PTO Module for NetSuite.
L&D Module
Tracking employee learning and development activities is a challenge for growing companies. Managers need to quickly assign activities to group of employees, keep track of who completed the activities and automatically generate reminders for the others. The customer for which we developed this feature even used the L&D module to ease NetSuite adoption by making sure that employees watched the recommended training video.
The L&D module is a series of NetSuite custom records and scripts. It implements the following features:
Request that a specific employee or a group of employees perform an action before a given date
Group of employees can be created and reused (ex. marketing group)
Upon creation the employee(s) receive an email notification with the task to perform, containing an hyperlink that provides a direct link to update the status of the assignment upon completion
If the assignment is not completed before a configurable amount of days prior to the expiry date an email alert is automatically sent to the employee, reminding them to complete the assignment or notify the assignor of the issue (delay)
If the employee completes an assignment that yields a certification, the certification can be recorded along with an expiry date if applicable
An email alert is automatically generated 1 month prior to expiry for every certification that has an expiry date
In addition, dashboard searches are available to track assignments and employee performances
Challenges
The development of the module presented several challenges for instance the creation of reusable names employee groups, the constant focus on streamlining the process as much as possible reduce administrative overhead and data re-entry while providing the key stakeholders with needed visibility
One of ERP Guru's customer needed to update their lot numbered inventory from reports supplied by their TPL. We have developed a scripted solution to automate this process.
Leverages existing NetSuite features to keep development costs low
Simple to use
Visibility is maintained by creating transactions that correspond to the ones reported by the TPL
Processing is queued and import results are sent by email
Challenges
Developed with and for a limited time budget
Lot numbering is not well supported through CSV import so a custom scripting solution is required
Visibility on the ordering process had to be maintained
Data had to be sorted correctly
Solution(s)
The data provided by the TPL is imported into custom records AND POs through CSV import. A script is then executed by navigating to a menu entry. The script executes in the background and analyzes the data imported, automatically generating item receipts with Lot Number Information. Once the execution is completed, an receipt report is sent by email to the user that triggered the scrtipt.
Contact us to learn more about the Lot Number Inventory Report.
NetSuite Transaction Email Sender
The Transaction Email Sender tool allows NetSuite users to brand and stylize their bulk transaction emails.The customization allows user to select the transaction type, filter by date and then choose the recipients. The message, language, appearance, etc. can be easily customized using one of our existing templates (or users can create their own).
Challenges
We created this tool for its own use. During the course of a month, hundreds of invoices had been sent and in order to have a custom message in the transaction emails, each email had to be sent individually. It was time-consuming and errors were bound to happen.
Solution(s)
In order to fix this problem, we created NetSuite's default bulk transaction email tool, using a simple PDF attachment with little to no messaging in the body of the email. The invoice cycle is reduced by 4 hours per month after the implementation of this tool.
Contact us to learn more about the NetSuite Transaction Email Sender.
PO-SO Sync
When using Drop Ship or Special Order items, information for each line item may be required to be identical on both orders. For example, Description changes on the SO may need to be reflected in the PO, or things like Custom Fields may need to show the same values on both. NetSuite does not maintain this sort of synch natively, but via this script you can specify fields that need to be kept identical across both transactions. Enter or update information in one transaction, and have it automatically be copied over in the other Specify any fields Highly optimized algorithm allows for updates to several linked POs with potentially hundreds of line items each Script always accurately matches SO lines to PO lines.
Enter or update information in one transaction, and have it automatically be copied over in the other
Specify any fields
Highly optimized algorithm allows for updates to several linked POs with potentially hundreds of line items each
Script always accurately matches SO lines to PO lines
Challenges
NetSuite does not maintain information synch between Sales Orders and Drop Ship or Special Order Purchase Orders. If information updated in one needs to flow to the other, this is a manual process.
Solution(s)
This script allows you to specify fields to keep in synch between the SO and related Drop Ship or Special ORder POs. Update the field in one, and it will update in the other automatically.
Sometimes, the seconds precision provided by Netsuite's created date field and last modified date field is just not good enough. We implemented a custom time stamp deployed on a record per record basis that will allow milliseconds precisions.
Time stamp is searchable both by script and external integrations
Easy to deploy
Can easily be converted to a human readable format on the records themselves and in saved searches
Time zone agnostic
Challenges
When fetching records from Netsuite from an external system using the last modified date field, there is a possibility to miss some data if a record is created at the same second you are querying the records.
Solution(s)
Using a more precise time stamp, you will be able to ensure that any data you need to synchronized across multiple scripts or systems will not be lost because of a lack of precision.
Contact us to learn more about the Precise Timestamp.
Precision Emailer
Default NetSuite behavior is to source the Customer Email into the 'to be emailed' field on Transactions. This customization allows far more flexibility - for every Customer record, you can specify the email addresses that should receive the Transaction email, whether it be employees, other customer contacts, anything.
Per Customer, Per-Transaction Type ability to provide list of email addresses to automatically add to the 'to be emailed' field
Add-on that uses native functionality to email transactions for simple, predictable behaviour
Challenges
Specifying a list of email addresses in the "to be emailed" box on Customers is challenging. It defaults from the Customer's email, which only accepts a single email address. The "to be emailed" field on the transaction can be overwritten to include whatever, multiple emails you wish, but this must be done manually each time.
Solution(s)
This functionality provides the flexibility to memorize as many emails as necessary for any given customer and any given transaction type, without sacrificing any normal NS behaviour.
Contact us to learn more about the Precision Emailer.
Product Configurator
We developed a functionality that allows users to always enter the same basic Assembly Item on orders, and then specify required "attributes" via Item Options. Upon transforming the Sales Order into a Work Order, the script converts the selected Item Options into additional components to be added to the Work Order.
Simplified Sales Process
Order entry personnel do not need to remember dozens of SKUs and their characteristics - they always add the same part, and specify needed options
Highly extandable
New options and their corresponding components can be added at any time, without need to change code.
Challenges
Companies that manufacture slightly different versions of products need to maintain many different Assembly Items in their instance. This makes it very difficult and time-consuming for sales staff to accurately pick the right item, as sales staff must either remember or research the exact variations of each SKU to pick the right one.
Solution(s)
By always adding the same part, and merely specifying the desired options/configurations, order entry becomes far simpler and quicker. Sales staff do not need to memorize dozens of SKUs and their attributes.
Contact us to learn more about the Product Configurator.
Promotion Manager
This feature allows a promotion to be applied to the sales order transaction automatically, thus relieving the sales team member from remembering the promotions. Promotions are available for different clients, groups of clients, for specific items or groups of items. When sales person enters a sales order in NetSuite, the discounts are automatically applied to the items upon saving.
The promotion is available for a specific period of time
The user can decide whether or not to apply the promotion
The promotion can be in % discount or dollar discount
Challenges
The company that this functionality was created for manages over 1000 promotions, ranging from individual customers to groups of customers and from a specific item to a group of items. They wanted to central point table to manage this list and set the availability of the promotion in advance.
Solution(s)
After the implementation of the Promotion Manager, the Sales Team do not have to refer to a table to apply the right promotion. With the solution, the Sales Manager is the person managing the promotions, Sales Order entry is a lot smoother and there are less errors.
Contact us to learn more about the Promotion Manager.
Purolator Shipping Estimate Integration
Our shipping estimate integration with Purolator allows you to query the Purolator service directly to obtain quote for shipping items on your Sales Orders.
Estimate is obtained directly in Netsuite with information gathered from the Sales Order, no third party connector involved
Automatically sets all required field on the Sales Order
Saves time from performing the estimate process manually
Challenges
Purolator is a Canadian shipping provider, and is not natively supported by Netsuite. Obtaining the specific items attributes from Netsuite, such as the items dimension and weight to obtain an accurate shipping quote for customers is a cumbersome and potentially long manual process.
Solution(s)
Using a simple calculate shipping cost button on the Sales Order record, an employee can easily obtain the shipping cost from Purolator directly through their shipping API. Moreover, all the information needed to obtain a quote is gathered automatically from the Sales Order itself.
The quote obtained this way can be automatically added to the Sales Order as the shipping cost, reducing manual intervention.
Contact us to learn more about the Purolator Shipping Estimate Integration.
Quick Order Form
Online form that allows the customer to add multiple items at once to their cart. It is saved search driven, making it easy to adapt to different needs.
Search driven making it easy to modify
Uses simple css to adapt color theme
Integrates with the shopping cart (Can also create sales order)
Order total
Challenges
Wholesalers often buy exactly the same thing over and over again and don't want to waste time navigating in the webstore to add these item to the cart. The same goes with power customers who know the part number they need.
Solution(s)
A suitelet was built to integrate the functionality into the online storefront. The suitelet uses a search to get all the item information and display it in a easy to navigate form that can be adapted through css modifications.
Contact us to learn more about the Quick Order Form.
Quick Sales Order Page
Our customer was looking for a quick way to enter sales orders in order to reduce time and effort. The quick sales order page will allow you to enter in minimal information on the go, on a custom page, and create a Sales Order in NetSuite. This solution resolves many different scenarios for sales organizations.
Challenges
1. One of our customers needed to create orders from a simplified screen, based on historical sales. Their end customers would order the same items over and over, the only variable factors that would change from one order to the other would be the Quantity and the Unit Rate.
2. Another customer was intrigued by the solution we built, however, they wanted it for their sales reps in the field. Their sales reps have to visit customer by customer and replenish their shelves with their product. Every customer had a list of items they would always order and the sales rep needed to make sure they always had a certain quantity, or a par level.
Solution(s)
Both customers are now able to create sales order either on the road or from the office on a very simplified screen which only requires the information for that order. This Suitelet allows the sales reps to save a tremendous amount of time since all the information necessary (i.e.: Historical orders or par levels) are available on that screen and only a few entries are required to fill in an order in a matter of seconds as opposed to 30 minutes or more in some cases.
Contact us to learn more about the Quick Sales Order Page.
Royalties
The accounting department is able to run the royalty calculation for a specified time period. A product or service item is given a monetary value which is then used in the calculation of royalties. A report is created to display the amount (with calculated tax if applicable) for each individual who is to receive the royalties.
This feature calculates royalties for the sale of a product or the registration of a service.
The accounting department then only has to write checks.
Before this solution was implemented, the accounting department would run reports and transfer the values to Excel and run additional calculations to determine the amount of money to be paid out.
Now, by selecting the time period and executing the royalty calculation, the solution examines the registering transactions for the given dates and updates the amount to be paid to each individual.
A customer in the construction supply retail business sells products by a given unit (ex. 1 foot) out of a given length (ex. 12 feet). If a customer purchases 10 feet, they know that they will not be able to sell the remaining 2 feet and will need to scrap it. Our client wanted this process to be automated so that quantity on hand and available remained accurate, as well as used a specific accounting behaviour for the scrap to move related inventory COGS to a specific account and cleared out periodically.
The Scrap Management feature includes the following features:
Adding fields on the SO that allow the person making the sale to designate the quantity to scrap
Upon fulfilment adjust the inventory accordingly and move the related inventory value to the scrap account
Challenges
Before the implementation of this feature our customer had trouble keeping track of the quantities that had been scrapped, they relied on inventory count to adjust the inventory every trimester.
Solution(s)
Our solution consisted of customizing forms and automating inventory adjustments and journal entries.
Contact us to learn more about the Scrap Management.
Transaction Lock
NetSuite does not prevent multiple users from attempting to edit the same transaction at the same time. To preserve integrity, however, NetSuite will give an error to any user attempting to save a transaction that another user has just edited. This can result in many long minutes, or even hours, of wasted effort from a user working on very long to complete order, if another user comes in and makes a change while the transaction is being worked on. This functionality eliminates this risk by blocking subsequent users from entering edit mode at all if another user is currently working on the transaction.
Avoid waste and frustration by warning and blocking users from editing transactions being currently worked on
Proven locking mechanism that is both accurate and prevents deadlocks
Challenges
Companies that have very long order entry process - pehaps order entry requiring very long lookups of products, or long list of items, face incredible frustration if after dozens of minutes, if not hours, the user receives an error upon saving because another user has, in the meantime, edited and saved the record the user was working on for so long.
Solution(s)
Prevents painful work losses by outright blocking users from editing orders someone else is working on. Users will always be able to view, but not edit any order that a colleague is working on. The script correctly detects when a user starts working on an order and stops, even should the user in fact chose not to save the order. The script will accurately lock the record for the duration the first user is editing in.
Contact us to learn more about the Transaction Lock.
VAT PDF Forms
Using this feature, customers with European subsidiaries now have the ability to print a detailed summary view of VAT amounts in their invoices. Standard layouts provided by NetSuite do not support a full summary drill down of the VAT codes and amounts applied in the transaction, however using PDF Invoice Layout (VAT) a user can now have this break down in their standard NetSuite Invoices.
Challenges
Create custom layouts using XML-to-PDF
Optimization of existing code to support customer "VAT" codes
Solution(s)
Script that creates a summarized view of the VAT codes and amounts applied in a transaction
Uses NetSuite standard PDF Forms (does not require XML to PDF). The user simply needs to modify their layout using the PDF GUI Tool provided by NetSuite
Similar in to our Alternate Items, Volume Purchase Price allows users to use volume prices on purchase orders. Simply enter the known volume purchasing price for the item and when a purchase order is entered, the price will switch according to the best value for that quantity based on vendor.
Challenges
We created this for ProDrive, a multi-national, multi-departmental organization that specializes in high-performance dental instruments. Their dental instruments are manufactured with many small generic parts. Previous to this solution, their employees would need to manually go through all their vendors to see the best price available for the quantity they were ordering.
Solution(s)
With our customization, ProDrive's employees can open a Purchase Order, chose the part and volume needed, and the Volume Purchase Price tool will give a pop-up alert with the best price offered by the vendor. Reduction in daily expenses was achieved.
Contact us to learn more about the Volume Purchase Price.