Intelligent Order Allocation

Intelligent Order Allocation

Some companies have a select group of customers who comprise a significant portion of their sales and warrant a certain level of VIP treatment. With the 2013.2 release, it’s easier to maintain good customer relationships with your most important customers by ensuring timely fulfillment of their orders. Rather than having to follow a first-come, first-served rule, items can now be shipped based on commitment priority designated by you. This new option will allow you to assign priority numbers per customer, and then the system will calculate expected ship dates based on inventory item availability and priority standing. To begin using this new feature, start by changing your preferences:

Set Preferences

Setup > Accounting > Accounting Preferences

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Customer Record

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Sales Order

With this new feature, customer service and sales representatives can meet order fulfillment expectations with their most important customers and simultaneously bolster their company’s service level reputation.



Prevent Importing Duplicate Records

A new feature that was released in the 2013.2 release is an Advanced Option feature that allows NetSuite to detect and prevent duplicate records from being created. NetSuite has had a powerful Duplicate Detection and Merge functionality for some time, but this new release also applies this powerful tool to the Important Assistant process. These are very useful features to ensure data accuracy and integrity.

NOTE: In order to utilize this new feature, you must enable the Duplicate Detection & Merge feature at Setup → Company → Enable Features as well as then applied the feature to specific record types at Setup → Company → Duplicate Detection.

To enable this option, simply select the “Advanced Options” section during Step 2 (Import Options) of the Import Assistant process. This will display all of the Advanced Options including the new “Prevent Duplicate Records” option:

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Then simply continue and complete the Import Assistant process and NetSuite will detect and prevent any duplicates that are found during creation. NetSuite will generate a CSV Response file with all of the error details (including detected duplicates) and allow for download. In the example below, this customer was detected as a duplicate and therefore resulted in error during creation:

Error First Name Last Name Company Name Email
Duplicate record was detected David Bradford Explore Consulting dbradford@exploreconsulting.com