Techfino NetSuite Customization Services

Here are some recent NetSuite customization projects we've worked on. Click the Learn More button to drill down into details and contact us to tell us about your specific requirements.

Include Landed Cost COGS into NetSuite Commission calculations

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If you pay NetSuite sales commissions on the Invoice amount, it incorrectly includes shipping costs. Our script modifies COGS to reflect shipping costs, correcting the commission amount. This resulted in a $45K per month ROI for our client using properly calculated commissions. LEARN MORE

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Retrieve multiple shipping quotes from drop ship vendors per line item in NetSuite

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This solution retrieves estimated shipping costs for each individual item on an order from several vendor warehouses. Based on this real-time feedback the sales rep can provide the customer the lowest shipping option for each item. LEARN MORE

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Automatically close out invoices in NetSuite that are below a certain threshold

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This easy-to-configure solution automatically writes off invoices with a very small remaining balance, saving this exercise from needing manual intervention by the Finance team. The write-off threshold can be configured. LEARN MORE

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Retrieve FedEx Detail Charges and auto-generate Bill

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Automatically download Detail Charges from FedEx and update/create Tracking Records and create corresponding Vendor Bills for FedEx's charges. LEARN MORE

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Generate a grouped Parent invoice in NetSuite for all sub-customer charges across complex customer hierarchies

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This solution regroups voluminous sales charges incurred across complex customer hierarchies. Custom billing produces invoices grouped at the customer parent level, with PDF files detailing every charge, grouped by child entity, item type and charge details. LEARN MORE

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Call Microsoft's Translator API to translate shipping instructions in NetSuite for warehouse workers

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This solution dynamically translates noted shipping instructions from English to Spanish, for warehouse personnel more comfortable with the Spanish language. This enhancement enables these users and avoids confusion with shipping instructions. LEARN MORE

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Achieve Sales Order entry optimization in NetSuite by automatically determining Promotion eligibility by brand and customer

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To help manage sales promotions, this solution allows users to select the promotion type and applicable item brands. The solution then automatically factors other data points, such as the customer's prior purchases, to set order line items to the correct price level. LEARN MORE

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3-stage guided wizard to mass update large Sales Orders in NetSuite based on inventory availability and customer preference

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This three-stage custom screen in NetSuite allows user to mass modify orders based on inventory availability and customer preference. The page shows inventory change and package information for easy decision-making. This removes need for multi-step user interventions. LEARN MORE

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Bulk process check payments and automatically upload to bank

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This solution supports bulk processing of check payments & automatic upload in compliant format to Wells Fargo. The solution can be modified to work with many other bank formats. LEARN MORE

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Improve bulk Journal Approval process in NetSuite

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This solution to allow users to bulk approve journal entries. Users can simultaneously submit multiple batches for approval and do not need to wait for results - a significant performance upgrade to native processes, allowing users to approve Journals faster. LEARN MORE

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Automated daily import of reconciliation & payment Bank Files.

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This solution offers an alternative to buying a full-blown treasury management app. Design to offer only the functionality our client actually needed, it automatically imports bank files daily for reconciliation and creation of payment record in NetSuite. LEARN MORE

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Custom integration between AWS to NetSuite to sync data.

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Custom integration between Amazon Web Services (AWS) to NetSuite to sync data: vendors, item, inventory updates, orders, payments, shipping details, fees, etc. Techfino can create similar integrations for your business's data feeds. LEARN MORE

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Automatically email parametered statements to set of customer

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A custom scheduled process that automatically emails customer statements every first of the month. The solution respects printing parameters configured in the native customer statement generation page. LEARN MORE

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Automatically send order receipt to 3rd party system

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Upon receiving an order in NetSuite, this solution automatically send item receipt information to a 3rd party warehouse system to allow reception. LEARN MORE

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Allow user to create item and POs through a single page process

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Techfino's client typically purchased 30-40 entirely new SKUs every order. This solution allows users to detail new SKUs directly on a purchase request, and one-click functionality automatically creates both the needed new Item records as well as the Purchase Order. LEARN MORE

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Bulk pay multiple invoices with support for multiple parameters

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An enhancement to NetSuite's Electronic Payment bundle's invoice payment processing that adds extra filters. Furthermore, this solution removed the need to set up payment templates & entity bank details for customers that do not use these details when paying. LEARN MORE

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Generate unique, sequential, gap-less Check Numbers

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This functionality automatically assigned encoded numbers to checks (Account Number + Subsidiary + Payment Type). The enhanced algorithms used ensure unique, sequential and gap-less numbering for this custom numbering sequence. LEARN MORE

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Bulk update items based on sku or purchase order

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While the native Mass Update functionality is powerful, Techfino's client needed to update even more records than that tool could comfortably handle. This custom mass update functionality relies on advanced algorithms to improve very large volume updates by 66%. LEARN MORE

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Print item retail signages with multiple enhancing SuitePOS features

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This solutions enables users to print item retail signages in different sizes (full, half or quarter sheet). Signages adjust to maximize background sizes (e.g. quarter sheet can print up to 4 items) and printed pricing supports SuitePOS Promotions functionality. LEARN MORE

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Filter & bulk approve procure-to-pay records

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This solution offers an alternative screen to bulk approve Purchasing transactions. The screen offers more filters and more transactions can be approved at once, while continuing to execute all custom workflows and scripts in place. LEARN MORE

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Auto-refresh Portlets

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NetSuite normally requires dashboard portlets to be manually refreshed by the user. This solutions resolves this problem, automatically refreshing portlets. LEARN MORE

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Rule-based system for restricting sale of products on some orders

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"This Sales Order enhancement verifies configurable product rules against the customer's information, such as shipping state, and blocks invalid sales. This greatly reduces the risk of orders that violates contractual supplier restrictions." LEARN MORE

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Configure next-gen replacement products for deprecated items

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This solution enables "replacements", for substituting old items no longer sold with their replacements. This solution automatically executes on sales orders & purchase orders. LEARN MORE

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Average Daily Balance calculated for reports and allocation purposes

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"Techfino built the complex calculations needed to compute and report Average Daily Balances (ADBs). The ADBs are used for both financial reporting as well as a basis for an interco allocation, where the ADB of the period is multiplied by a cost of capital rate." LEARN MORE

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NetSuite Customization

At Techfino, we are process architects by trade and engineers by heart.

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Here are some recent NetSuite customization projects we've worked on. Click the Learn More button to drill down into details and contact us to tell us about your specific requirements.

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