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Another Customer Success Story
"Explore helped us implement NetSuite, our original website and create custom forms 3 years ago. We are now coming back to Explore to work on integrating our website redesign into NetSuite, with additional functionality. Because of Explore’s solid understanding of the entire NetSuite picture, as well as their superb response time, we are able to operate our business 100% remotely and all departments have what they need at their fingertips-marketing, sales, web, ecommerce and accounting." - Rad Proctor, Labyrinth Learning |
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 Featured Case Study
Beta Testing for NetSuite Upgrade Background: Tableau Software creates tools for use in analyzing business data. The software allows for the easy creation of graphs, charts, and other visualizations with little effort, and includes the ability to drill-down for deeper analysis, with the end goal of making business intelligence more accessible. Issues: Tableau has a number of customizations in their NetSuite account, including custom integrations, back-end scripts, web store customizations, and scripting within their customer center to control look, feel, and functionality. All of these customizations are critical to the business’ day-to-day operations, and any disruption would have serious impacts. Tableau’s NetSuite account was scheduled for upgrade to the latest version of NetSuite, and the company was unsure as to whether this combination of customizations would continue working seamlessly with the new release. Solution: Explore Consulting worked with Tableau Software to develop a plan that would identify areas of risk, structure tests around those areas, and execute that test plan to expose any vulnerability related to the customizations and the scheduled NetSuite upgrade. (Read complete case study). Read the complete Beta Testing for NetSuite Upgrade case study. |
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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
 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. Global Search Prefixes: NetSuite’s Global Search is one of the most powerful tools in the system. This single field, which displays on all pages in NetSuite, provides quick access to almost every record, page, report, and search in the system. There are several tricks that are helpful to know about the NetSuite Global Search that can make everyday use of NetSuite much easier. Navigate to a Page: In many accounts, users are assigned a role that is specific to their job functions, like an Accountant Role or Warehouse Manager Role. One difficulty that can arise, however, is that each role and center have slightly different navigation paths. While Opportunities are listed under their own Tab in the Sales roles, the link for creating new opportunities through the Administrator role is under the Transactions tab > Sales section. Remembering the navigation path for each role can be confusing, especially when switching frequently between roles. Instead, you can use the Global Search to find the page you are looking for. Type Opportunities into the Global Search, and you will see several options for Opportunity-related pages. Rather than memorize the navigation path to the New Opportunities page, you can link directly to the page from the Global Search.  Click image to enlarge Find Reports: Users will often create several reports that all have similar names. It can be difficult to remember the specific report name that was used, whether it was a report or search, or how specifically to find the list of reports or searches from within your role. Typing a keyword from the Report title into the Global search will quickly help you track it down. In this example, a saved search called “Estimated Billable Orders This Month” can be located in the Global Search, along with standard Estimated Commission reports.  Click image to enlarge Open a record in Edit Mode: Many of the NetSuite process flow improvements we see revolve around reducing the number of clicks a user needs to perform to complete a task. For example: a Customer calls and wishes to change their email address. A user could reduce their number of clicks by Global Searching for that customer and opening the record in Edit mode automatically. This can be done using a capital letter in the search prefix. Example: our NetSuite user wants to edit the “Prototype Development” customer record to update their email address. Typing Cust: “Prototype” into the Global Search, and hit enter. The record automatically opens, and is already in edit mode.  Click image to enlarge Open a record in a new browser tab or window: Users will frequently open multiple records across multiple tabs or windows while logged into NetSuite. This allows a user to easily switch between records for comparison purposes. With the Global Search, you can automatically open a record in a new Tab or Browser window (depending on your browser settings). First, type in the prefix of the record you are searching for. For example, type “Cust” if you are searching for a customer. Instead of a single colon, use two colons to separate the record prefix from the search term. For example, type Cust:: Prototype to search for the customer called Prototype Development. When you hit Enter on your keyboard, the record will automatically open in a new browser tab or window.  Click image to enlarge |
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View previous NetSuite Tips here. |
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