Below is a sample of some of the tailor-made solutions The Vested Group 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, we are currently offering a free 90 day trial to test out our solutions. Contact us today for more information.
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.
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.
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.
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.
Get full visibility into your business with Distribution Dashboards! The Vested Group's Dashboarding solution gives you a high-level review for financials, sales, and inventory with specified KPI’s and metrics.
Get a high-level overview of your organizations KPI’s, metrics, and data for your C-Level executives
Enables your Finance and Accounting teams to keep track of revenue, income, working capital, and assets.
Give your managers and C-Level Executives an overview of team and individual sales performance
With the help of procurement KPI’s, the Purchasing & Inventory Dashboard enables a warehouse manager to track, evaluate, and optimize a company’s purchasing processes.
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, 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.
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.
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.