Using Sales Force Automation in NetSuite, you can create Sales Teams (via Setup->Sales->Sales Teams->New). From what I can gather, these appear to be a kind of Group of employees (you can list them via a saved search). You can then use them to assign an entire Sales Team to a customer (which really means assigning all of the people in that Sales Team to the customer - NetSuite doesn't keep a record of which Sales Team you assigned, just its members).
We have multiple (hundreds) of sales teams defined. One for this state, one for that state, one for this group of counties in this other state, one for that state but just for customers who are under a certain threshold of revenue, etc., etc. So we get employees who are on multiple sales teams - again, some employees are on tens or hundreds of sales teams.
What I want to do is operate on those sales teams via a mass update or similar. For example, I want to be able to remove John Smith from all Sales Teams (I stress that by this I do not mean remove him from all customers in which he is in the sales team; I mean remove him from the defined Sales Team), or add Sue Brown to all Sales Teams involved in a specific state. Again, I stress that I don't mean to make changes to the people or sales teams assigned to customers - if I made this change, it would not change anything in relation to any customers; it would ONLY change the Sales Team itself.
But I can't even search for Sales Teams (or groups) and get the names of all the members in the search result.
How are Sales Teams structured/stored in NetSuite? Can they be operated on in this way?
I do not have this feature enabled in my account, so I cannot see first hand. However in Suite Answer I found Answer Id 9772 that explains how to perform a Mass Update of sales team members, i.e. to add or remove an individual from a Sales Team and the different mass update types.
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I am updating my company's system so that it supports dropshipping items. Ever since I switched to this type of item it asks me to complete the order after I approved it. what is it that I am missing so that I can skip this step altogether, is it even possible to skip the step, or to complete multiple orders at the same time (like how you can approve multiple orders)?
It bears mentioning the Company operates in Mexico.
the steps I take are as follow:
I create and save a sales order, that is, I put in the client, the document and reference number, and the item, as well as a couple of custom fields
the next screen asks me to approve the order, I do it and it creates the matching purchase order
then instead of being able to invoice, I first have to "complete" which takes me to an order fulfillment form
I save that and the order can be invoiced.
Ideally, after approval, I would just be able to invoice
Generally a sales order is not invoicable until it's been fulfilled.
You can override that at a whole account level by going to
Setup -> Accounting -> Accounting Preferences
Order Management tab
scroll to Invoicing
check 'Invoice in Advance of Fulfillment'
Be aware this is a system level setting and if you used to be able to invoice before fulfillment someone else in your company may have unchecked this setting in the recent past.
Alternatively at the individual item level you can use the 'Can be fulfilled/received' checkbox to allow invoicing without fulfilling. Note that 'Can be fulfilled/received' may not be changed after an item has been ordered.
Normally (US/Canada) an order should not be invoiced until it is shipped. Customer Deposits on Sales Orders are the preferred way to handle pre-payment for GAAP etc reasons.
It's easy to do a saved search for when some person is a member of the sales team - how can I search for customers where a particular person is NOT a member of the sales team?
What I'm trying to do is find all the customers in a certain geographical area which do NOT have a certain person in the sales team. They all should; I know some don't, and I need a list of those ones that don't.
I don't have sales team enabled on my NetSuite account, so I can't really write it out for you. But, essentially, you could just script a customer search, and load the sales team for each customer. Then loop through the team, checking as you go. If you find the correct person, move on to the next customer, if not, log that customer to a return variable. Hope that helps...
Is there a way to create promotions in Netsuite 2016.1 so that items can have individually lowered prices? I know how to reduce items by percentages and how to set a flat price for all items, but I'm trying to allow individual items to have different temporary prices. Does Netsuite have this capability, or should I begin creating it via SuiteScript and custom records/fields?
Thanks!
Try the pricing groups feature of NetSuite. This lets you set a custom price for a set of items, which can then be assigned to various customers. This is primarily meant for negotiating prices with a large customer.
You might be able to use this feature to set temporary prices by switching the pricing group on and off for different customers with a script.
I am not aware of any way to temporarily set specific prices.
A thing I've done in the past was to create a set of custom fields and scripts that did the following for a Daily Specials program.
Take a group of products and copy their current on-line price to another field;
Update their online prices to a pre-determined value
assign them to a "Daily Specials" category.
set a custom checkbox field so that the item thumbnails could be easily bannered in a category list
A daily batch inspected a configuration table for that day's specials. It cleared all the current specials(prices back; remove from category; clear checkbox) and then assigned that day's specials.
this was driven by a table that allowed the product manager to schedule products based on seasonality and availability.
It is especially difficult in large Netsuite orders to do receipts and billing, considering we are using Advanced Receiving and are going into a particular order multiple times and partially receiving each time. Is there a way in Netsuite to create a Vendor Bill based on the final contents of a particular Item Fulfillment (if Drop Shipped) or Item Receipt?
Billing Purchase Orders
Billing a purchase order indicates you have received an invoice from the vendor for items purchased and creates a bill in accounts payable. You can turn your purchase order into a bill without rekeying any data.
If you use Advanced Receiving, you can receive an order and create a bill in separate steps. To enable advanced receiving, go to Setup > Enable Features. On the Purchase Transactions subtab, check the Advanced Receiving box, and click Save.
Note:
When you create a standalone bill or bill an existing purchase order, the transaction >requires an active Accounts Payable account. For an active account, you must enable an >existing Accounts Payable account, create a new Accounts Payable account, or contact your >System Administrator.
To bill a purchase order with Advanced Receiving:
Go to Transactions > Purchases/Vendors > Bill Purchase Orders.
On the Bill Purchase Orders page, in the Vendor field, select a vendor to create bills for.
You can select All to show all open bills, but you can create bills for only one vendor at a time.
Check the box in the Bill column next to all purchase orders you want to bill.
If you check more than one purchase order, items from all the purchase orders you check are grouped together on one bill.
Click Submit.
The bill appears and shows the purchase order items.
If Match Bill to Receipt is enabled on the purchase order when the vendor bill is created, you can select specific receipts in the Receipts column. Then, the values on the receipt determine the following:
A bill is created for specific receipts that are selected.
The bill is checked against receipt values for variances.
If the information on the bill is correct, click Save.
My boss has recently tasked me with developing an estimating form in Dynamics CRM Online for use by his sales team. The idea is that his sales team can enter the parameters into a dialog and have Dynamics spit out a rough estimate for the cost of the project. Sales team members need to be able to do this while on site at a customer's location.
I have no idea about anything with Dynamics. I could easily do this in Excel VBA and make it look nice. I could develop my own app in C# or Java. But the ideal is to integrate this into Dynamics CRM with existing opportunities and associated tools. I've looked at Dynamics on my boss' monitor and I've poked some of the existing dialogs on our old on-premises Dynamics server with a long stick.
Is this kind of application even possible with Dynamics Online? We'd need to take user input, query the product database for pricing info from that input, and do some fancy arithmetic to spit out a number and ideally save the data in some way associated with an opportunity. This is a flooring company, and I envision an estimating tool where you can dynamically add a room to a list in a dialog, specify the size of the room in two text entry boxes (length x width), and select a type of flooring and substrate from a combination of radial buttons and drop down boxes, and finally have a price displayed for that room with a cumulative price displayed for each additional room added to the list.
Somebody please tell me if this is possible and where I can go for some resources on developing for Dynamics CRM to teach me how to do it. Help!
:edit:
Essentially the current manual estimating process is rather laborious and takes a couple of days turnaround. Sales reps run through a checklist and submit a form to the office with information about the size of the job, substrate, and the products to be installed and then a human operator manually calculates an estimate with that information. An automated system should allow sales reps to input some basic information and get a rough estimate in minutes while on site with the customer making the sale.
At its most basic, the application must be able to accept user input for the substrate under the flooring, the new flooring type, and square footage for each type of flooring. With that information, it needs to query price information from a database and then calculate an estimate for the project. It needs to be available online via mobile devices (tablets or possibly phones) for sales reps who are on location with a customer.
Beyond that, if we can have it save the estimate into an existing opportunity or create a new opportunity within Dynamics CRM, that would be great.
To avoid learning specific CRM development features, you can add web resource, it could be HTML page, add link to the web resource on CRM page and using only javascript populate field you need with any data you need.
This could definitely be accomplished with the out-of-the-box features. It wouldn't work exactly like you envisioned, but it would be close.
You'd need to set up the Product Catalog in CRM. Each Product could be one of your flooring types or substrates. The Pricing List for each Product would show how much 1 square foot of each type of flooring costs.
When Sales creates an Opportunity, they can add Product Line Items for each different type of flooring, along with a Quantity (which would be total Sq Feet for that item). CRM would then calculate the Line Item and the total Opportunity from the Price List and Product Catalog. Each line item total can also be discounted or overridden from the Price List, if necessary.
Once the customer wants a Quote, you can convert the Opportunity into a Quote, and all line items are copied over. You could then print this out and give it to the customer.
If the customer accepts the Quote, you can convert the Quote into an Order. Again, all line items are copied over.
Finally, you can create multiple invoices for an Order, and again line items are copied over and you can override prices or line items if necessary for billing.
There are lots of good video tutorials out there on setting up the Product Catalog, Price Lists, Discount Lists, etc. Hope that helps!