Enhancing Sales Order Workflow with Automated Discount Lines
Overview The client required a Discount Line item to be added after each product line in a Sales Order (SO) under specific conditions. When the…
Efficiency Unleashed: A Case Study on Streamlining Procurement with Auto Creation of Purchase Orders
Overview Our client, facing difficulties in ensuring timely restocking, sought to streamline their procurement process. They wanted to leverage technology to automate critical business processes,…
Streamlining Email Workflow: A Case Study on Optimizing Email Management with Scripted Sending & Preview
Overview The client required the functionality to initiate a custom email by clicking a button. In the email template, all files under the Files tab…
Achieving Consistency: A NetSuite Case Study of Streamlining Invoicing by Customizing Invoice Dates
Overview The default NetSuite functionality links Invoice Start and End Dates to Sales Order Start and End Dates. However, the client wished to derive the…
Optimizing NetSuite Email Workflows: A Case Study on Adding CC Functionality to ‘To Be Emailed’ Invoices
Overview An intricately designed workflow is seamlessly initiated upon activating the “To Be Emailed” checkbox within the invoice record. This automated process orchestrates the swift…