Below are some examples of commonly implemented solutions.
✅ Approve Transactions via Email
Approve, reject, delegate transactions via email. No need to log into NetSuite. No NetSuite license needed.
- Purchase Requisitions
- Journal Entries
- Vendor Bills
- Custom Transactions/Records
💸 Collections Module
Need an automated way to keep track and manage collections? Is the Dunning Module overkill? Having trouble maintaining the Dunning module?
Try our Collections module:
- Basic Saved Searches and Workflows
- Tailored, branded email templates (with attachments)
- Dedicated Collections tab
🤖 Auto CSV Importer
Find yourself having to perform the same CSV imports on a regular basis? This module takes a file and automatically imports into your NetSuite instance. No human intervention.
- Consistent file
- SFTP or File Cabinet
- You determine the frequency
🏭 Approval Process for Items!
This module mimics the Item record (all types) and creates a way for users to propose changes to existing Items. Once approved, updates are automatically made to the native Item records.
- All Item fields are accounted for on the Staging Item record
- Can support multiple integrations/effective dates and approval processes
📒 Advanced Reporting
Canned reports not cutting it anymore? Want to share seriously insightful data with management? Advanced Reporting is the key.
- Combine multiple/different saved search results into one
- Define your layout and filters
- Export in CSV and Excel formats
💰 Profit Tracking by Sales Order (AR vs AP)
It can be challenging to track profit per Sales Order. Our solution solves this by displaying all related transactions for each Project (Sales Order), including Invoices, Item Fulfillments, Purchase Orders, Item Receipts, Vendor Bills, and Journal Entries.
- Filter by customer within a specified time frame
- View Cost of Goods Sold
- Uses custom segments for transaction tagging
🏦 Custom EFT Templates
Tired of manually entering the same EFT information over and over? Frustrated with errors and wasted time? Our custom EFT templates eliminate the hassle and let you focus on what matters most: your business.
- HSBC
- JP Morgan
- BMO
- First Horizon Bank
- Nordea
- and many more!
🛒 Demand Planning
Feeling overwhelmed and confused in setting up your Demand Planning? Struggling to achieve your ideal way of tracking demand and supply due to system limitations? Try our Demand Planning:
- Multiple ways of tracking demand and compute supply
- Tailored computation of demand and supply based on your business requirements
- Control over the posting of supply transactions (Purchase Orders, Transfer Orders, and Work Orders)
- Upload of demand information, including unique and/or business-specific sources of demand
- Customized reporting
📓 Materials Requirement Planning (MRP)
MRP with look-ahead functionality that consolidates planned orders into weekly or monthly purchase/manufacture suggestions, rounded to each item's Lot Size Multiple.
- New MRP Planned Orders Report
- Integrates Periods of Supply with Lot Size Multiple functionality
- NetSuite MRP compatible
📊 Advanced Resource Planning
Resource planning made simple graphically. Easily determine resource utilization at a glance and reorganize allocations.
- Drag-and-drop to reassign project allocations
- Built-in recurrence and scheduling options
- Color coding by task or project
📋 Inventory Cycle Count
Inventory count taking too much of your time and resources? Is the process too manual? It’s time to explore our custom Inventory Cycle Counting solution:
- Supports CSV import of updated counts
- Inventory counts will be uploaded as is, leaving any problematic items for your review and update
- Approve the count, no NetSuite login required
- Have control over when to post the adjusting or correcting entries
🔺 More Powerful 3-way Matching
Want to eliminate manual comparisons between Purchase Orders, Item Receipts, and Vendor Bills? This module provides detailed three-way matching with comprehensive variance analysis.
- Threshold and tolerance considerations
- Material Quantity Variance, Material Price Variance, and Currency Variance analysis
- Flexible approval process
⏱️ Time and Attendance
Complete, end-to-end, people-centric cloud solution that delivers unified experience for mobile time tracking and leave requests for employees without the need for a NetSuite license.
- Mobile Time Tracker / Clock In and Out
- Mobile Time Off Request
- Pay Stubs (if integrated with an external Payroll system e.g. ADP)
🎯 Project Management Module
A streamlined system for complex project budgeting that simplifies data entry.
- Automated resource allocation
- Project budget versus actual cost tracking
- Bulk updates for Project Tasks beyond NetSuite's standard limitations
- Built-in review system for users to verify their changes
🪄 Franchise External Portal
Operating a franchise business? This module allows franchisees to view and create their transactions securely, without the need for a NetSuite license.
- Secure login page for users
- Users will have limited access, we have control over what we share
- View and create Purchase Orders, Item Receipt, Inventory Adjustments
- Generate Inventory Detail reports
📄 Internal Order Request Form
Looking for a way to let internal users submit orders without a NetSuite license? Our custom external form is the perfect solution!
- Allows users to view all available items in NetSuite
- Users can quickly find items by using keywords
- Enables users to add one or multiple lines at once
🚚 Best Shipping Route/Delivery Method
Want to speed up your delivery process? This module finds the best way to ship orders using the shortest time and distance.
- Customized rules for different warehouses
- Uses UPS, FedEx and Google APIs
📒 Multi-Book Setup
Multi-Book Accounting help companies maintain multiple sets of accounting records based on a single set of real-time financial transaction.
- Multi-Book Implementation for Germany, India, Canada, Ireland, Poland, UK, and France
- Supports different accounting standards
- Supports different reporting currency
✍🏻 DocuSign Integration
Feeling overwhelmed by manual paperwork and disconnected sales processes? Struggling to keep track of contracts and ensure data accuracy between DocuSign and NetSuite? Try our DocuSign and NetSuite Integration:
- Custom PDFs powered by NetSuite records
- Using DocuSign's end-to-end process for securing digital signatures on documents and linking it back to NetSuite
🔒 Lock and Override Prices
Control pricing on your most valuable items with our Lock & Override Price Automation.
- Prevent unauthorized discounts and protect your margins with employee-specific PIN codes
- Lock prices by default, and override only when necessary
📁 PDF Downloader
Stop wasting time manually collating PDF invoices! Get all your transaction PDFs in one place, effortlessly.
- You determine the filters
- Get the files delivered directly to your email or download instantly via our user-friendly interface
🎯 Commissions Module
Do you have unique and complex commission structures for different sales representatives? Finding NetSuite’s standard Commission feature too limiting? Try our custom Commission Module:
- Dedicated Commission Settings page
- Customized formula
- Downloadable reports
- Allows manual adjustments
📜 FIFO Inventory Reports
Stop settling for basic inventory reports. Our FIFO Inventory Reports provide the flexibility you need to gain complete insight into your stock.
- Tracks inventory on hand
- Analyze historical FIFO layers
- Break down data by location
➡️ AP and AR automation
Eliminate errors and gain control over your finances. Our AP & AR automation automatically generates invoices and vendor bills upon item receipt and fulfillment.
- Covers store pickup feature
- Gain control of your finances and reduce errors
- Ideal for the retail industry
✅ Period Close Checklist
Tired of juggling all those period-end closing activities? Do you find yourself constantly scrambling, missing deadlines, and just generally feeling overwhelmed? Reclaim your time and reduce stress with our Period Close Checklist:
- Our automated checklist instantly generates all your period-end tasks (monthly, quarterly, annual), ensuring nothing gets missed
- Automatically notify the right people and track progress in real-time. See who’s completed what, receive timely alerts, and ensure seamless collaboration
- Easily update and customize your checklist template as your business evolves. Our flexible solution grows with you, maintaining efficiency and accuracy
🤝🏻 Customer/Vendor/Employee Onboarding Checklist
Simplify your NetSuite entity management with our streamlined onboarding solution that improves data accuracy and efficiency.
- Use onboarding templates to automatically assign tasks by entity type—capturing all essential information for customers, vendors, and employees
- Set up approvals with automatic email alerts to ensure proper file validation and compliance
- Protect data integrity by blocking sales and purchase orders for entities with incomplete onboarding, preventing errors before they happen
📦 Warehouse Management System (WMS)
TBD
⚙️ Manufacturing
TBD