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| E-NEWS FROM A TECHNOLOGY CONSULTING FIRM | 425.462.0100 | ||||
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Another Customer Success Story
Hear what Explore clients are saying about our Shipping Estimator for NetSuite Web Stores… "Let me tell you that it's a breath of fresh air to work with a company who delivers a well-engineered work product. We're very pleased with the solution!." 
Darren Nickerson, President, iFAX |
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 Featured Case Study
NetSuite Web Store – Google Maps & Online Store Locators Background Wholesale distributor of several brands provides a NetSuite website with direct order capabilities, but also a store locator to quickly direct visitors to both online stores and retail locations selling their brands. Issue: The distributor uses a NetSuite Web Store for their online store, but also uses it as a place to profile new products, press releases, and general product and company information. With so much of their business hinging on the success of the retailers they sell to, the company recognizes the opportunity to help consumers find them. A store locator seamlessly integrated into their existing NetSuite Web Store would be the perfect solution. Solution: Explore Consulting built a two part solution from the ground up. The first part is a Google Maps locator within the NetSuite website. The second part is an Online Store Locator, which helps customers find online retailers and allows them to sort based upon the many brands offered by the distributor. (Read complete case study).  Download the complete NetSuite Web Store – Google Maps & Online Store Locators Case Study now. |
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 New Offering: Facebook Design & Development Services Follow Explore on Facebook and keep up-to-date on our events, client portfolio, client reviews, photos and our discussion board threads! Explore is now offering Facebook customization and development services for our clients.
Become a Fan and Explore Consulting will bring you the news! |
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Do you need more automation within your unique workflow or business processes? NetSuite's SuiteScript technology is the most flexible, powerful, and extensible way to customize your NetSuite system. It can be triggered on user events or scheduled, can create or modify data, communicate with external data sources, or string together a multi-step workflow process. Enables creation of front-end user interfaces on the fly using standard HTML or UI objects with a NetSuite look and feel. Some example scripts:
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NetSuite Tips
Many customers look for ways to target marketing messages at their highest performing customers. As an example, let’s say a user is putting together a marketing campaign to target Retail customers who spent more than $5,000 with your business in the last quarter. While Category and Date Range are standard, the $5,000 threshold requires a slightly different approach. In this case, a user will need to use a combination of standard criteria and summary criteria in order to retrieve an appropriate list of results. The first part (customers who are categorized as Retail) is simple enough, because the Category and Transaction Date elements are available in the main Criteria drop-down. For this example, we should also limit the transaction types to only Cash Sales and Invoices so that we leave out Estimates, Sales Orders, and other non-posting transactions:  Click image to enlarge The sales total, however, is more complex. The user’s first inclination might be to look to the “Transaction Fields…” selection where they found Transaction Type and Date, and add the criteria for Amount. Unfortunately, this would only return customers with individual transactions in excess of $5,000. Instead, the user needs to summarize the transactions for a customer, and then apply the Amount criteria. This can be accomplished using the Summary subtab, located to the right of the Standard subtab above. Summary criteria allow you to group together a set of results and then apply your filter to the summarized values. With Summary criteria, you have access to the same grouping mechanisms as are available for Result columns: Minimum, Maximum, Count, Sum, & Average. To find only those customers whose total sales exceed a threshold, we will want to select “Sum” as the summary type, as it will automatically add up all of the transaction amounts for the transaction types specified. Next, we will need to apply our summary to a field. Here, we are looking to Sum the transaction amount. In the Field drop-down, select “Transaction Fields…” to bring up a list of fields related to transactions for this customer, and, in the pop-up that appears, select “Amount,” and then specify “greater than” and “5000.” When the three elements are brought together (summary type, transaction field, and amount), the Summary criteria will appear similarly to regular search criteria:  Click image to enlarge When the user runs this search, it will return a list containing only those Retail customers whose total sales dollars for the specified period exceed the $5,000 minimum threshold:  Click image to enlarge This saved search can now be used as the basis for a Dynamic group for email distribution lists, marketing campaigns, and other special targeted activities. |
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| View previous NetSuite Tips here. | |||||||
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