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Want to take your career to the next level? Explore Consulting is hiring. Click here for details.
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Learn more about our NetSuite product and service offering. Sign-up for a free Test Drive now and you'll see why so many small to mid-sized businesses are choosing this Fortune 500 featured system.
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Missed the last Newsletter? You can view a backlog here:
Would you like to receive our monthly Newsletter? Signup at: www.exploreconsulting.com/
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Happy Holidays!
During this holiday season, our thoughts turn gratefully to those who have contributed to our success, as we hope we have contributed to yours. Thank you and best wishes and continued prosperity throughout the holidays and 2007.
Warm Regards,
Explore Consulting
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Explore Consulting is a full service technology consulting firm that specializes in database and web-based solutions. We provide expertise in eCommerce and web design as well as back-office applications, customizations, and integrations. Explore the possibilities ...
Contact Us for more information, questions or comments.
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Orange Photography is a visionary, Full Service Photography Agency that provides its customers a memorable experience with unparalleled style and professionalism. They provide both the personal photography touch for Weddings, Portraits and Special Occasions as well as Business events such as corporate events, headshots, award ceremonies, etc. They have been recognized for their social and creative vision and have won awards such as the Webby Award. Explore Consulting's team worked with Orange Photography to implement their NetSuite Small Business account which is set up to run their backend accounting as well as the CRM and Sales Force Automation functionality. Visit the Orange Photography website.
View our online web portfolio. |
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Do you need more automation within your unique workflow or business processes? Unlock the potential of NetSuite's SuiteScript technology. Flexible, powerful, and extensible technology that provides unlimited customizability, can trigger industry specific processes based on user events, create or modify data, communicate with external data sources, or string together a multi-step workflow process. Some examples:
- Order-based Drip-Marketing
- Collections Escalation
- Quote Discount Approval
- Order Fulfillment
Each month we add new scripts to our site.
Download a FREE example from our SuiteScript Library or contact us to discuss your specific business requirements.
Explore Consulting the leader in NetSuite Extensibility
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Another Customer Success Story
"The topics covered by our consultant greatly expanded our knowledge of the capabilities of NetSuite, and allowed us to take full advantage of all of it's features."
- John Medalen
(http://www.jumpsport.com)
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20% Discount on Web Site Analytics Module!
Upgrade to the NetSuite Site Analytics Module and take 20% off your purchase through the month of December!
During this busy holiday shopping season analyze your site traffic and their online behavior and use this data to market back to your customers with specials and promotions using NetSuite's built in Marketing capabilities.
- Find out exactly what visitors are searching for
- Track visitors who became customers
- Track click path by customer
- Track how they found you
- Track shopping cart abandonment
- Track number of new leads and revenue generated from keywords
- Track Partners and Promotion codes
Minimum 12 month purchase, for qualified companies. Contact us for more details.
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Featured Case Study
SuiteScript Business Use Case - Aquatic Technology, Inc.
Background: Aquatic Technology, Inc. is a family owned business that has owned swimming pool service companies and retail stores since 1973 and owns the website www.poolweb.com. Since 1994, they have specialized in commercial pool renovations, service, and repairs throughout New England serving hundreds of commercial clients. Aquatic Technology is a NetSuite user who was in search of simplifying their method of managing and updating over 25,000 inventory items on a daily basis.
Issue: Aquatic Technology had some complex pricing methods and equations that needed a very robust solution for setting up multiple price levels, for multiple wholesale and distributor levels, as well as, for direct web pricing for the public. The existing method of pricing included spending an inordinate amount of time and resources using Excel formulas to generate CSV files for import and update. In addition, item prices were derived from equations, dependent upon cost, product type, and a tiered margin structure. Using an existing system of custom fields allowed Aquatic Technology to store the variables required in the price calculation. However, with thousands of items and multiple vendors, pricing updates to the system were time-consuming. In addition, Aquatics Technology still required the flexibility to override prices in addition to automating the process of publishing the prices to standard NetSuite quantity pricing matrix.
Resolution: Explore Consulting recognized that NetSuite SuiteScript functionality would provide a method for automating this operation. Scripts were created which model their pricing scheme. Within the NetSuite UI, changes to key fields trigger the recalculation of custom pricing fields based on the pricing equations. The user can then review, and if satisfied, push the new pricing to the pricing tab and populate the price level/quantity pricing matrix.
Results: The scripts created by Explore Consulting has allowed Aquatic Technology President, Barry Worcester to delegate to his employees, the ability to update price levels in real-time, on an item-by-item basis, as their item cost changes, using fixed formulas that are set by management. According to Barry, this ability will save Aquatic Technology hundreds of hours a year managing their price levels.
Download examples from our SuiteScript Library.
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Did you know that Explore Consulting provides custom development services? We have expertise in the following areas:
- SQL Server 2005 and Microsoft.NET 2.0
- Web Service and XML based integrations
- Custom applications and e-commerce
- Robust applications and websites utilizing AJAX
- Advanced JavaScript
- Mobile application development
- Offline client to database synchronization using SQL Server Everywhere Edition
- Advanced application deployment using ClickOnce
- Oracle to SQL or SQL to Oracle migrations
Visit our site to find out more.
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 NetSuite Tips
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Each month, we will provide our NetSuite customers with tips on how to use the product more efficiently and how to perform complex or unintuitive tasks. We hope that you find these tips helpful.
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FSR 2 for NetSuite - Now Live!
Explore Mobile's FSR 2 has been released. The FSR is designed to enable out of the office access to your NetSuite Customer, Contact and Sales Order information.
Release 2 is a complete re-design of the user interface and functionality. The navigation has been enhanced for quick retrieval of relevant data; this includes Jump To, Top 10 history, header and footer navigation menus. FSR 2 includes full support for Sales Order retrieval, creation, and modification. These Sales Orders can be emailed directly from your handheld, using NetSuite standard functionality, to multiple email addresses for easy printing and order confirmation.
Explore Mobile offers the FSR 2 as a hosted service to be delivered over the internet. Read more about the service, view the complete Screen Shot Gallery and Test Drive it live now. Experience NetSuite CRM mobility yourself.
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KPI Scorecards Track and Compare Metrics all Year
The KPI Scorecards feature allows you to add a portlet to your dashboard that shows the results of multiple KPIs (Key Performance Indicators) for multiple date or period ranges within a single portlet. The scorecard-like functionality also allows you to compare one KPI to another within the same portlet. For example, a sales manager can track the sales of multiple sales team simultaneously. In our example, we are providing a KPI displaying Revenue Target Metrics for members of the Board of Directors.
When comparing KPIs, you can select Ratio or Variance, Absolute or Percent differences. Historical pipeline and forecast data are also supported.
To enable the KPI Scorecards feature:
- Go to Setup > Company > Enable Features.
- On the General subtab, check the KPI Scorecards box.
- Click Save.
Once the feature is enabled, you can go to Setup > Customization > KPI Scorecards > New to set up your KPIs.
Setting Up a KPI Scorecards Portlet
On the KPI Scorecard page, you can set up the KPIs you want to include in your KPI Scorecards portlet. You can define date ranges to apply to each KPI and also define an audience to share your portlet with. Once your setup is complete, you can click Customize this Page on any standard or custom tab in your account to add the KPI portlet to that page.
To set up a KPI Scorecards portlet:
- Go to Setup > Customization > KPI Scorecards > New.
- On the Content subtab, select the KPI you want shown in the portlet.
- On the Content subtab, select the additional KPI you want shown in the portlet.
- Check Compare with Previous if you want to compare the results of this comparison to the comparison defined in the row above this one on the KPIs subtab.
- Select one of the following comparison types:
- Variance Percent: 100*(B-A)/A
- Variance Absolute: B-A
- Ratio Percent: 100*B/A
- Ratio Absolute: B/A
- Sum: A + B
- Check Invert Comparison if you want to invert the operation used to calculate the comparison type.
- Enter a column label for the KPI. This label is the column header in the KPI Scorecard portlet.
- Repeat steps 2-7 to add additional KPIs to the portlet.
- On the Date Range subtab, select a date range for the KPIs you selected and repeat steps 2-7 above.
- Repeat steps above to add additional date ranges to the portlet. Note: A column will be listed in the KPI Scorecards portlet for each date range or comparison range defined.
- Click Save.
Click image below to enlarge
Once your setup is complete, you can add the KPI Scorecards portlet to your dashboard.
To add a KPI scorecard to your dashboard:
- Go to Home > Settings > Customize this Page.
- On the Customize page, click the Standard Content subtab.
- Check the box in the Show column next to KPI Scorecard.
- Click Save.
Click image below to enlarge.
Once the KPI Scorecard portlet is added to your dashboard, click Set Up in the portlet to access three additional preferences:
- KPI Scorecard - Choose the KPI scorecard you want shown in your portlet.
- Restrict To - Select My Team or Only Mine to filter the results shown on your scorecard. Select All to include all data.
- Orientation - Choose to show KPI or dates in the left most column of the scorecard.
You can define an audience for your KPI scorecards portlet. Members of that audience can add your KPI Scorecards portlet to their dashboards.
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