NetSuite Solutions from The Vested Group

Emailing Multiple Contacts on Quotes, Sales Orders, Invoices

Standard NetSuite functionality only provides for the emailing of documents to one email address. The Vested Group has created a solution that allows NetSuite users to send quotes, sales orders, and invoices to multiple addresses within one transaction.

Key Features:

• Customized field and scripting allows for multiple email addresses to be used in document sending.
• Ability to choose which contacts receive selected documents.
• Manual copying of documents to multiple email addresses is eliminated.
• Ability to assign default email templates by transaction type
• Contact Us for a demo and full details.

Consolidated Invoicing

Do you generate multiple invoices each month for a single customer? Do you have customers with multiple locations that you would like to send one consolidated invoice to? Are you spending countless hours manually combining these invoices? Are you certain your manual process is capturing all of the correct data and your invoices are being accurately paid and applied?

If these scenarios sound familiar, The Vested Group's Consolidated Invoicing is the solution you have been searching for. 

The Vested Group has developed this automated solution for invoice consolidation that allows businesses to quickly and easily combine multiple invoices to print and send to a customer. Our Consolidated Invoicing customization not only improves your customers' experience but also creates greater efficiency and data accuracy for your business.

Key Features:

• Flexibility to mark specific customers as "eligible for invoice consolidation"
• Visibility to all open and unconsolidated invoices for chosen customers at your fingertips
• Ability to consolidate invoices on both the customer and sub-customer level
• Flexibility to select specific invoices for consolidation
• Ability to print one consolidated invoice with all the underlying data (either summary level or detail level) for the “child” invoices
• Ability to apply one payment to all invoices on the consolidated invoice
• Automated accounting for partial invoice payment
• Complete transactional visibility from invoice to consolidated invoice to payment
• Fully customizable to meet your unique requirements
• Contact Us for a demo and full details.

Inventory Adjustment Approvals

The Vested Group’s solution gives you the ability to review and approve the inventory adjustment request prior to making an impact on your inventory levels. This gives you the added control to ensure that the quantities being adjusted in or out are correct prior to creating the actual inventory adjustment.

Deleting an inventory adjustment to fix one or two lines can be very time-consuming. When using our solution, you will have the ability to catch issues with adjustments prior to the transaction being created which gives you more control and accurate inventory levels.

Key Features:

• Inventory adjustment requests are a step before the actual inventory adjustment.

• Items and quantities can be updated prior to approval for discrepancies found in original counts.

• Ability to utilize the CSV import functionality to create the inventory adjustment requests that remove the need for manual entry.

• Contact Us for a demo and full details.

Intercompany Vendor Bill Management

Key Features

• A new custom field called “I/C Subsidiary” will be added to capture the subsidiary at the line level of the vendor bill and vendor bill credit transactions
• Upon vendor bill entry, the AP staff entering the bill will enter one line for each subsidiary to receive a portion of the overall expense.  If the line in question requires intercompany distribution, the applicable I/C Subsidiary will be selected at the line level.
• When the vendor bill approval status is updated to “Approved”, an intercompany journal entry will be automatically created to distribute expenses to the subsidiaries in question.
• The Journals created will be linked on the line level of the vendor bill/vendor bill credit transaction to allow for greater drill-down and audit capabilities
• This solution works with both expense and item line types
• Built-in currency conversion automatically handles multi-currency subsidiaries
• Automated validation of department class and location
• Contact Us for a demo and full details.

Return & Replace

Key Features:

• Inventory items are easily attached to a NetSuite case record based on the needs of the case
• Supporting transactions (return, replacement, etc) are automatically initiated via a NetSuite workflow
• Capable of RMA tracking 
• Works with both B2B and B2C organizations
• The fields and data related to this solution flow are fully customizable by the NetSuite user
• This solution eliminates the need for many repetitive transactions
• Can be tied to any transaction type or any custom record type without code change
• Contact Us for a demo and full details.

My Workbench

Professional Services team members can now easily access key task information from a convenient launchpad – My Workbench.  This solution provides a one-stop portal for you to view project tasks, case tasks, and CRM tasks assigned to you. 

My Workbench gives you a consolidated, 360^o view of your tasks and from here you can drill down, change the status, filter, and log time against your tasks with the click of a button.  Access all of your task records from a simplified dashboard! 

Key Features:

• Essential information about your daily functions at your fingertips
• Tasks can be sorted and filtered by assignee, type, customer, status, allocation type, project and more.
• Enter time for a case or project directly on the task view page
• Includes the time-saving Bandwidth Indicator
• Easily customizable to add or remove information critical to your position and processes
• Contact Us for a demo and full details.

Bandwidth Indicator

The Bandwidth Indicator allows teams to share resource availability in real-time, allowing project managers and peers to allocate resources efficiently and effectively.  Team member communication is streamlined, and interruptions are reduced.  The time that was once spent designing teams and assigning work can now be used on actual project tasks.

Key Features:

• Team member availability is visible in real-time
• Project managers can easily view resources and plan allocations accordingly
• Streamline communication with simplified status views
• Increase team efficiencies by reducing over- and under-allocated resources
• Contact Us for a demo and full details.

Vendor Approvals

The Vendor Approval solution controls the internal creation of Vendor Records. This solution allows users to create a Vendor Request, which is an interim step before actual vendor creation. This Vendor Request essentially creates a vendor approval process - currently missing from standard NetSuite functionality - and allows for multiple sets of eyes on the creation of Vendor records within NetSuite.

Once the Vendor Request has been created, the user can modify the banking details of the Vendor and ensure that the record is correct before submitting and using on transactions.

Once the Vendor Request is Approved by a manager, our solution automatically creates the standard Vendor Record within NetSuite. This solution will ensure that your company is not creating multiple versions of the same Vendor and making your internal data harder to manage.

Key Features:

• Vendor Request custom record will be added to your production environment
• The ability to have more control over your data
• Ensure that Vendors are being created one time, and not duplicated
• Error handling for using non-approved Vendors in the UI or in CSV imports
• Fills a gap in standard NetSuite standard functionality
• Contact Us for a demo and full details.

On-the-Fly Margin Calculations

Allows the company to immediately calculate the gross margin amount and percentage for an item at the line level on the sales order or quote.

Key Features:

• Provides the gross margin amount percentage at the line level.
• Calculates gross margin amounts immediately after line items have been entered on a sales order or quote.
• Standard NetSuite functionality only provides this information after the record has been saved.