We’ve been working our way through some of the standard NetSuite processes in our SuiteFoundation series, and transactions play a major role in those processes. Part of understanding how transactions in NetSuite work is understanding how returns work. In our next...
So, you’ve received a sales order for one of your items, and you’re ready to fulfill the order. What does that look like in NetSuite? What are some key things you need to be aware of as you jump into the NetSuite order fulfillment process? Fulfillment Preferences...
For most businesses, a key step in the sales process is the sales order. Knowing how to create and manage sales orders in NetSuite will help you make informed decisions that impact the efficiency of your entire sales department. Sales Order Overview Before jumping...
Setting up lead routing and lead conversion in NetSuite is only the beginning of the potential that the NetSuite sales process provides. An accurate understanding of how to establish quotas and how to do forecast reports is also key. Generating quotas and forecasts in...
The sales force automation capabilities in NetSuite provide businesses with an invaluable asset. As we looked at in our previous post, one of these advantages is the ability to manage lead routing, whereby new leads are automatically assigned to designated sales teams...
