Below is a sample of some of the tailor-made solutions TVG has built to meet the unique needs of our NetSuite users. If something you see here sounds like it may be useful to your organization as well, contact us today.
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.
Professional Services team members can now easily access key task information from a convenient launchpad – The Consultant Workbench. This solution provides a one-stop portal for you to view project tasks, case tasks, and CRM tasks assigned to you.
The Consultant Workbench gives you a consolidated, 360o 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!
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.
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.
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.
The Vested Group
1001 18th Street
Plano, TX 75074
USA
972-429-9025
info@thevested.com
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