Alternation Item Selection on Transactions
Select an alternate item within an item record to replace line items when that item is not available.

Automated Billing of Sales Orders
Automatically bill B2C sales orders based on customized rules leaving orders to be manually billed in the Bill Sales Order queue.

Automated Collections
Automated Collections for NetSuite automates your Accounts Receivable process by greatly reducing the man-hours associated with managing overdue invoices. This customizable package contains a number of options.

Automatically Process Product Exchanges
Process product exchanges by simply clicking a button located on the Return Authorization. An identical order is created and the credit resulting from the invoice is automatically applied to the corresponding invoice.

Custom Expense Report, Purchase Request, & Bill Approval Workflow
Automatically route expense reports, purchase requests, and bills for single or multi-level approvals based on customized rules.

Detailed Expense Reporting
We provide the ability to receive detailed expense reports. Reports include the Customer Name, Date, and Memo.

Commercial Invoice EDI Automation
Create and upload commercial invoices to an FTP site for foreign shipments.

Print Transfer Order
Associates can now print transfer orders directly out of NetSuite.

Printing Vendor Credit Memos
Provide the ability to print the Vendor Credit Memo.

Revenue Recognition
Provide support for EITF 08-01 compliance using the NetSuite Advanced Revenue Recognition Module.

Vendor RFP
Provide the ability to send “Vendor Request For Proposal” to specific vendors.

Auto-Scheduled Calls
We provide an easy workflow for sales reps to complete follow-up calls. Leads will automatically be scheduled for a follow-up phone call with the assigned sales rep within a defined time frame.

Customer Account Summary Letter
NetSuite provides a highly sophisticated CRM Suite with multiple options available to communicate directly with your customers using various channels. But what do you do when these methods are simply not enough? We provide a method, which allows our customers to deliver line-item specific information to their clients. These messages can include activity data, account status data, sales data, or any other list information related to customer records.

Customer / Lead Data Sheets
In many situations, it may be important to view customer information while not having access to the NetSuite system. The specific requirement was the ability to provide sub-contractors with customer contact and schedule information. We developed a system to automatically create customer / lead data sheets with print or e-mail output options.

Customer Status Based on Sales Activity
We developed the ability to automatically categorize inactive customers. Customers who have been inactive for a defined time will be marked as Customer Lost or Old Customer.

Customer Survey Automation
Using a combination of NetSuite features, we provide a Customer Satisfaction Survey System. This includes messages aimed at soliciting customer participation in an online customer survey and providing customers with personalized links to remove the need to enter personal information.

Customer Territory Assignment
When a new customer is assigned to Sales Rep, the territory of the sales rep is automatically added into the Customer Record.

Email Campaign Workflow
Provide the ability to automatically send e-mail campaigns to clients at different time intervals. Distribution lists are based on a saved search and the date of the e-mail is automatically added to the customer record.

Online Counterfeit Product Form
Customers can easily report instances of counterfeit products through an integrated on-line form.

Return Warning
Issue a pop-up warning when a customer service agent attempts to return an item after a set amount of time.

Service Reminder Notifications
Have you ever wished there was an easier way to communicate with your regular customers and remind them of the excellent services you provide? With our Service Reminder Notification customization, you have the ability to deliver timely, relevant sales communication based on specific business rules. Our customization allows you to send recurring messages based on specified time intervals to help identify regular customers.

Alternation Item Selection on Transactions
Select an alternate item within an item record to replace line items when that item is not available.

Automated Billing of Sales Orders
Automatically bill B2C sales orders based on customized rules leaving orders to be manually billed in the Bill Sales Order queue.

Automated Warehouse Selection
After a purchase in a web-store, NetSuite can automatically select the warehouse closest to the customer based on the entered shipping address. This ensures speedy delivery, better customer satisfaction and reduced cost.

Sales Order Approval Process
Automatically approve sales orders that meet a custom set of criteria leaving orders to be manually reviewed and approved in the Approve Sales Order queue.

On-line Counterfeit Product Form
Customers can easily report instances of counterfeit products through an integrated on-line form.

Return Warning
Issue a pop-up warning when a customer service agent attempts to return an item after a set amount of time.

Website Disclaimer
We can provide the ability to display different disclaimers based on which country is selected for shipping during the check out process.

Custom Expense Report, Purchase Request, & Bill Approval Workflow
Automatically route expense reports, purchase requests, and bills for single or multi-level approvals based on customized rules.

Payroll Allocation by Class Code
Use Class Code assignments from the NetSuite time entries to allocate payroll expenses. Both Salaried and Hourly payroll expenses are distributed to their respective Class Codes.

Timesheet Automation
Delegating time entry responsibilities to employees may have many advantages and disadvantages. On one side, it significantly reduces the amount of time a data entry employee needs to spend on such a task; conversely, it opens this crucial area to a wide opportunity for error. These errors can range anywhere from an employee selecting the wrong project to the wrong service item (or payroll item). We provide the ability to automate many of these decision-making processes to prevent employees from making costly mistakes.

Alternation Item Selection on Transactions
Select an alternate item within an item record to replace line items when that item is not available.

Automated Serial Number Tracking
Automatically import CSV files into NetSuite from a FTP site for custom serial number record creation and factory shipment.

Automatically Process Product Exchanges
Process product exchanges by simply clicking a button located on the Return Authorization. An identical order is created and the credit resulting from the invoice is automatically applied to the corresponding invoice.

Automated Warehouse Selection
After a purchase in a web-store, NetSuite can automatically select the warehouse closest to the customer based on the entered shipping address. This ensures speedy delivery, better customer satisfaction and reduced cost.

Commercial Invoice EDI Automation
Create and upload commercial invoices to an FTP site for foreign shipments.

Consignment Inventory Management
Provides the ability to send inventory items to multiple customers / dealer-distributors on a consignment basis. Manage and report consignment inventory by item and by consigned-to customer or sales reps.

Counts on Packing Slips
Automatically count all inventory and assembly items within transactions.

Drop Ship Fees Automation
Provides the ability to account for drop-ship fees incurred into one COGS account. When a check box is activated on a vendor record, a new line is added in the COGS account with the pre-set amount.

DYMO® Label Integration
We provide integration between NetSuite and DYMO label printers to print custom labels from any type of record in your NetSuite database.

Equipment Rental
Treat equipment as Inventory Item for Order Management and Fixed Assets for depreciation purposes. Assign rental equipment to the customer and provide management reporting.

Return Warning
Issue a pop-up warning when a customer service agent attempts to return an item after a set amount of time.

Shipping Address Verification
The ship-to address from the NetSuite customer record is validated against the USPS database. Eliminates shipping penalties and time delays associated with attempting to deliver to a bad address.

Alternation Item Selection on Transactions
Select an alternate item within an item record to replace line items when that item is not available.

Automated Billing of Sales Orders
Automatically bill B2C sales orders based on customized rules leaving orders to be manually billed in the Bill Sales Order queue.

Automated Serial Number Tracking
Automatically import CSV files into NetSuite from a FTP site for custom serial number record creation and factory shipment.

Automated Collection
Automated Collections for NetSuite automates your Accounts Receivable process by greatly reducing the man-hours associated with managing overdue invoices. This customizable package contains a number of options.

Return Warning
Issue a pop-up warning when a customer service agent attempts to return an item after a set amount of time.

Sales Order Approval Process
Automatically approve sales orders that meet a custom set of criteria leaving orders to be manually reviewed and approved in the Approve Sales Order queue.

Shipping Cost Workflow
Shipping charges can vary by sales channels. Our Shipping Cost Workflow calculates shipping charges based on which sales channel the transaction occurs from. Information is feed directly into NetSuite.

Support Case to Sales Order Conversion
We provide the ability for quick and easy conversion of cases to sales orders. Customer service reps select the service item and the service call is automatically scheduled.