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Sales Automation
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Disable Fields Example
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Quote Approval Process
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Total Profit on Estimate
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Line Item Profit on Estimate
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Print single label to a Dymo Label Printer
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Markup Percent (%) on Line Item Amount
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Enforce Rules Based on Lead Status
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Auto Set End Date
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Add Markup Price ($) to Item Line Amount
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Gross Profit Percent (%) at Line Level
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Sales Automation
Disable Fields Example
Ability to toggle sales rep fields on a customer record to lock them down by disabling them.
Quote Approval Process
SuiteScript to prevent a sales rep from saving a sales order unless the appropriate sales manager had approved the original quote (estimate) for the deal.
Total Profit on Estimate
To view the total profit at body level from the estimate, when each line item is added
Line Item Profit on Estimate
Display the profit in selling a unit quantity of an item.
Print single label to a Dymo Label Printer
SuiteScript allows for printing of a single mailing label based on the Customer on the form to facilitate mass mailings for a non-profit organization.
Contributor:
Canadian Food for the Hungry International,
www.cfhi.ca
Markup Percent (%) on Line Item Amount
SuiteScript applied on line validation resolves the case where Sales enters a markup on items during the order process but does not have a way to enter this as a % of the item price.
Contributor:
NetSuite Professional Services,
www.netsuite.com
Enforce Rules Based on Lead Status
User needs to capture data based on lead status.
Auto Set End Date
User wants to automatically set the end date on a sales order.
Add Markup Price ($) to Item Line Amount
Sales often enters a markup on items during the order process but did not have a way to enter this as a currency amount and have that reflected in the total line item amount
Gross Profit Percent at Line Level
User would like to see profit contribution by each line item in the total profit from a sales order.
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