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Multichannel Distribution Specialists

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Archive for April 2014

Using the new NetSuite StickyNotes

25th April 2014

Sharing relevant, urgent or important reminders within the context of transactions and records used by your employees is now easier than ever with the introduction of the new StickyNotes feature in NetSuite. StickyNotes lets users conveniently share relevant and important information across your organisation. With a few clicks, any user can create and attach notes to a NetSuite record. As a result, anyone can send a reminder, ask a follow-up question, start a communication thread any write anything else online that would ordinarily require an e-mail or a pad of paper.

The feature enables you to:

  • Attach private or public notes to a NetSuite record or transaction, or to a specific field on a form.
  • Manage all your notes across record pages in one place with the StickyNotes Board. You can also sort, filter, archive, delete, reply to, and search for your notes as well as alternate between grid and list views.
  • Customise your notes to suit your preferences. You can change note colours to distinguish between high and low priority items. You can also change the note and font sizes for better readability.

Installing and Configuring StickyNotes

  • The feature is released as a SuiteApp (BETA) bundle which an Administrator needs to install and configure in your NetSuite account. Detailed instructions can be found in Help by searching on "Creating StickyNotes on Record Pages". In summary the steps to install and configure StickyNotes are as follows:
  • Install the StickyNotes bundle. To do this go to CUSTOMIZATION > SUITEBUNDLER>SEARCH & INSTALL BUNDLES. Search for the bundle called "StickyNotes". Click on the bundle "StickyNotes BETA" to install it.
  • If you want to make StickyNotes available to all users on all NetSuite records then go to SETUP>COMPANY>GENERAL PREFERENCES. On the Custom Preferences tab find StickyNotes BETA and select "Include All Record Types".
  • Individual users can select their own preferences by going to HOME>SET PREFERENCES. On the Custom Preferences tab there are options for each individual user to specify their own personal preferences.
  • As part of configuration you can also limit StickyNotes to specific records, change default fonts and note sizes, as well as change the default priority names, note colour, and level of importance. To configure any of these options refer to the instructions found in Help by searching on "Creating StickyNotes on Record Pages" under the "Configure StickyNotes" section.

Using StickyNotes is very easy. Once you have enabled StickyNotes you should find the menu option "StickyNotes" alongside the action buttons on all the relevant record/s. Additional assistance is available in Help if required. Registered customers can also always contact our NetSuite Support Team for additional assistance.

Using NetSuite Memorised Transactions for Recurring Transactions

4th April 2014

Having NetSuite automatically create recurring transactions for certain revenue or expense items such as monthly rental can often save users wasted time re-entering the same transaction over and over again. From the experience of our NetSuite Support Team many NetSuite users are unaware that recurring transactions can easily be setup in NetSuite. Most users enquire how they can automate recurring transactions in NetSuite not realising that the Memorised Transaction option is available and is relatively simple to setup. Not only that, but it is often able to do just what they need it for which in most cases is a simple recurring transaction.

There is also of course a separate advanced module, called NetSuite Recurring Billing that you could also purchase and use if your billing rules were more complex. However, if your requirement is simply to generate the same value recurring transaction at regular intervals then the standard Memorised Transaction feature is all that you need. 

These steps can be followed in creating a recurring transaction:

  1. Create a new transaction that you want to recur. For example you may create an invoice that you want to recur monthly.
  2. Then instead of saving the transaction go to “More Actions” and select “Memorise Transaction”. A new page should open up. 
  3. On the page select “Automatic” if you want the transaction to automatically recur in future.
  4. Specify how often you want the transaction to recur by selecting the “Frequency“ of the transaction e.g. monthly.
  5. Select the date you want the recurring transactions to start from by inputting “Next Date”.
  6. Enter the number of recurrences of the transaction you require by entering the “Number Remaining”. For example enter “12” if you want twelve recurring transactions to be created starting on the “Next Date”.

As you will see there are also other parameters which you could also define if you want to further refine the recurring transaction setup. Once the Memorised Transaction is configured your recurring transactions will then automatically be created for you.

NetSuite Version 2014.1 - New features available to all customers

4th April 2014

Over the last two months we have highlighted some of the key new enhancements introduced in version 2014.1 for both Product and Service sector companies. By mid-April all NetSuite customers will have been upgraded to version 2014.1 so this month we review some of the general enhancements available to all NetSuite users in version 2014.1. The following are some of the key enhancements that are now available in version 2014.1:

  1. Splitting the Setup menu in “Setup” and “Customisation”
    Over the years the “Setup” menu has gradually grown fairly bulky with a lot of new menu options being added with each new version release. One of the options included a sub-section called “Customisation” which by itself has already grown quite bulky. In order to reduce the size of the Setup menu and to speed up access to the Customisation option a new separate “Customisaton” menu has been added to the top level structure alongside the Setup menu. This should help speed up access to customisation options.
     
  2. Statistical Journal Entries
    This new feature lets you create “Statistical” type GL accounts. These statistical accounts can then be used to as a basis for allocation income and costs. For example you may want to allocate Rent across different departments based on the square metres used by each department. With this new feature you will be able to record not only the monetary value of the rent but you will also be able to record and report on the square metres used by each department and then use that as the basis for allocating the rent across department. Bear in mind if you want to automate these allocations you will need access to NetSuite’s Advanced Financials module.
     
  3. Advanced PDF/HTML Templates 
    This new (currently Beta) feature allows more control over the layout and formatting of printed transaction forms. For example you can access fields from records linked to the transaction record and/or results rows from saved searches joined to the transaction record. This means you now have substantially more control over the layout and content of the printed forms and you are no longer restricted only to the current available layout and content in the columns as you were used to prior to the introduction of this new feature.
     
  4. New Drag and drop file uploading
    Prior to version 2014.1 each file that you uploaded to the NetSuite “File” tab had to be uploaded one at a time. Now users can now upload files into a record directly from the desktop by clicking and dragging single or multiple files to the NetSuite record in edit mode. We trust that at least some of these enhancements introduced in 2014.1 will benefit you in some way or another. We look forward to discussing the next batch of enhancements with you later on in 2014 with the introduction of NetSuite version 2014.2 which we expect sometime around September.