The Challenge
Although satisfied with NetSuite’s capabilities, the client questioned whether they were using the platform to its full potential. Specific challenges included:
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Invoice Consolidation: The process required manual work in spreadsheets outside of NetSuite, consuming significant time and creating room for error.
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Purchase Order Approvals: PO approvals occurred outside of NetSuite, making the process manual, untraceable, and inefficient.
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Demand Planning: Inventory was managed with static reorder points, leading to excess stock and stale inventory.
The Solution
The Vested Group’s inVESTED NetSuite Support team conducted a full review of the client’s workflows and developed targeted solutions:
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Demand Planning Optimization – Reconfigured inventory items to fully leverage NetSuite’s Demand Planning module, moving away from static reorder points to a more dynamic, data-driven approach.
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Consolidated Invoicing Customization – Built a NetSuite-based tool to replace external spreadsheets, enabling the client to consolidate related invoices and process them with a single click while maintaining full traceability.
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Automated Approval Routing – Implemented a custom NetSuite workflow for PO approvals, replacing manual drop-ship processes with an automated, documented system that tracks each step from sales order to fulfillment.
From static processes to smart automation: Optimized demand planning, consolidated invoicing, and automated PO approvals now run seamlessly inside NetSuite.
The Results
The partnership delivered measurable operational improvements:
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Inventory Efficiency: Reduced stale inventory and eliminated unnecessary overstock purchases.
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Time Savings: Invoice consolidation process reduced from hours or days to seconds.
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Process Control & Traceability: Approval routing and invoice processing moved entirely into NetSuite, ensuring visibility and auditability.
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Workflow Automation: Manual tasks replaced with streamlined, automated processes, freeing staff for higher-value work.
