SuiteBuilder at a Glance

SuiteBuilder at a Glance

We are going to take a brief look at a core part of NetSuite today. SuiteBuilder is a customisation tool used for creating components for any individual business process to be implemented in NetSuite. It helps set up NetSuite to control and make user interaction a smooth experience.

SuiteBuilder provides a GUI (graphical user interface) based options to create or edit different record types, transaction types, forms, form layouts, fields, custom segments and centres.

Three types of users primarily use the SuiteBuilder.

1. Administrators. Admins use the SuiteBuilder to create different transaction types or custom record types, customise forms or to create custom centres for another kind of roles based on the specific business requirement of their respective organisation.

2. IT Department. IT Department employees handle change requests like creating create custom fields, managing data in the system or scheduling batch processing jobs in the system.

3. Developers. Developers primarily work on SuiteScript or Suitetalk. Therefore, they need a good grip on SuiteBuilder components to implement their solutions inside NetSuite.

Customising NetSuite components

Access Information

This part deals with the user data access within NetSuite.

  • Role: Different set of permissions assigned to a NetSuite User. To create a custom role, navigate to Setup > Users/Roles > User Management > Manage Roles > New and set up the new Role. For example, a food processing company may need to add a new role for a processing engineer with a custom set of permissions.
  • Centre: Part of SuiteBuilder created for a specific group of roles with similar tasks. To create a custom centre, navigate to Customisation> Centres and Tabs > Centres > New and set up the new custom Centre based on your requirements. For example, in a food processing company, all the roles, i.e. Processing Staff, Floor Supervisor, Machine Mechanic which come under the food processing unit can be added to the Food Processing centre.
  • Centre tab: This component of SuiteBuilder groups related links and other information for a centre. Standard tabs include Home, Reports, Documents, Activities, and Setup. It includes categories of links to NetSuite pages, custom records, Suitelets, or external web pages. You can also create custom Centre Tabs by navigating to Customisation> Centres and Tabs > Centre Tabs > New.

Set up data

To implement NetSuite efficiently, use the following components to add your data.

  • Record: A single entry of information related to a unique business concept. Example: Customer or Vendor record.
  • Segment: A single entry of information associated with a single business concept. Example: A custom segment created for contract types.
  • Transaction: A single entry of information related to a unique business concept. Example: Invoice or Vendor Bill.
  • List: List of values that can be selected in a custom field. Example: List of cities in a state.
  • Template: A single entry of information related to a single business concept. Example: Advanced PDF Template configured for Purchase Order.

Collect and Display Data

Forms are used in NetSuite to provide an interface for the user to enter and see data. We can use the following components to create custom forms or customise existing forms.

  • Field: Place on a record or transaction where information is entered.
  • Subtab: Section of a record or transaction that groups similar fields.
  • Example: In the address subtab, the shipping and billing addresses are entered on transactions and records.
  • Sublist: The results of a saved search displayed on a custom or standard record. Sublists can also be generated through parent-child relationships.
  • Script: SuiteScript JavaScript file that runs against a specific form or record type or that creates a custom portlet. Scripts can also be scheduled to execute periodically.

If you would like help or advice for using the SuiteBuilder functionality in NetSuite, feel free to reach out to speak with one of our experts.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-tos, support and news from the Best-of-Class ERP software for the cloud. Keep posted with all things NetSuite.

Michael Dean

Michael Dean

Business Consultant

Read Michael’s articles in his LinkedIn profile and follow him for more tips and tricks on leveraging the power of Netsuite.

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

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SuiteBundler: An Introduction

SuiteBundler: An Introduction

In today’s tip, we will take a look into how NetSuite SuiteBundler works and the significance of this tool in the NetSuite ecosystem. SuiteBundler allows the user to package a group of NetSuite objects for installing in other NetSuite accounts. These packages are also called bundles/SuiteApps.

A bundle can include customisation designed by an internal developer to be installed in the company’s production account, or it can also add a feature generated by an independent developer or firm that addresses a unique need for specific business processes. The bundles are available through the NetSuite Bundle repository, as well as third-party developers.

For example, if a company is planning to implement a new business process in their NetSuite account, the best step is to set up the process in the Sandbox account to minimise the risk of complications arising out of the new process implementation and address the complexities in the Sandbox account. After successful testing of the process, it can be bundled and deployed to the production environment.

The three NetSuite bundle modes.

1. Public: These types of bundles are available to all NetSuite accounts, and all of the users can access them.

2. Private: These types of bundles are shared among a specified set of target NetSuite accounts, and only the account administrators can access them.

3. Shared: These types of bundles are shared to a specific set of NetSuite Accounts listed in the ‘Shared Account IDs’ field.

Two types of bundles available in NetSuite.

1. Customisation Bundle.

  • This type of bundle is used to implement customised processes in the NetSuite application using custom objects.
  • Customisation bundles include objects like custom forms, SuiteScripts etc.
  • Preferences can be set for some objects to ensure proper setup in the target account.
  • Some of the objects in the bundles can be locked to prevent the users from making any undesired changes to the objects and mess up the process.
  • During the bundle installation or update, conflicts between the bundle objects and the target account objects are identified and changed according to the user’s choice.
  • Bundle Installation SuiteScript can be used with these types of bundles to perform particular tasks during the bundle installation, update or uninstall.

For example:
A business process involving a new custom record type, SuiteScripts and custom forms to be implemented in the production environment.

2. Configuration Bundle.

  • This type of bundle is used for setup entries and preference settings.
    Configuration bundles can include settings for company preferences, enabled features etc.
  • Using these types of bundle simplifies the process of NetSuite account configuration.
  • These types of bundles cannot have locked objects.
  • Configuration bundles cannot be uninstalled from an account or made public.

NetSuite account administrators can install bundles that have been shared with their accounts or made public. Users can install a bundle directly from another NetSuite account if they have the account ID. They can also install a bundle from the repository if it has been copied there and they have access to install it.

NetSuite users can search for a bundle across all locations, including production accounts, sandbox accounts, and the repository. They also have options to filter a bundle search to a specific location or search based on keywords or based on different bundle characteristics such as Availability, Account ID, Product, Vertical, and Language.

To create a bundle, NetSuite provides a Bundle Builder assistant. This assistant is divided into different steps, and these steps collect all the information required to build the bundle. NetSuite account administrators and other users can use the Bundle Builder to create bundles if the Bundle Builder feature and SuiteApp Marketplace permission is enabled. In the Bundle Builder, users define bundle properties and select objects to be included.

Navigate to: Customisation > SuiteBundler > Create bundle to create a bundle.

We’ll discuss more on how to create and install bundles in upcoming Tips.

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-tos, support and news from the Best-of-Class ERP software for the cloud. Keep posted with all things NetSuite.

Michael Dean

Michael Dean

Business Consultant

Read more post from Michael in his LinkedIn profile, follow him for more tips and tricks on leveraging the power of Netsuite.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

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How Millennials are Changing the Field Service Industry

The Millennial generation or Generation Y includes those that are born between the 80s and 90s. They are a generation that grew up with mobile technology and the internet at their fingertips. This instant access to information has bred an inherent expectation that at work, as in their personal lives, they will have instant access to information, from any device, whenever they need it. And if they don’t get this, they won’t be happy.

Millennials are the new generation of the field service workforce. Forward-thinking businesses are making considerable effort to understand the drivers of this generation to ensure they attract and retain top talent. Generation Y’s are today’s 25 to 38-year-olds, and they make up 20.56% of the Australian population (5.13 million). They also make up the largest cohort in the workforce (33%). By 2025, Millennials will make up close to 70% of the total labour market, and their unique way of working is having a significant impact on all industries, including that of field service.

%

Generation Y population in Australia

%

Millienials percentage of the Australian workforce.

%

Total labour market by 2025.

How do Millennials approach their jobs?

These are the top things that Millennials are looking for when it comes to technology that supports them to do their jobs.

1. Collaboration

The constant change of field service work demands collaboration. With the masses of data that are being captured by most businesses, both in the field and in the office, the Millennial Field Tech expects to be able to share this information and collaborate with coworkers in real time. Field Service Management (FSM) software, such as NetSuite and NextService, do just that. They give mobile access to all relevant asset and customer information on a mobile device and allow the Millennial field tech a comfortable and familiar way to capture job-related information.

2. Integrated Mobile Technology

No one tends to love new technology more than the younger generation. For jobs to be done quickly and accurately, most companies use phones, tablets, and a combination of different software to capture the information they need both in the office and in the field. FSM Software gives a business a single platform of technology to manage every aspect of running a field service business. These systems simplify the technology ecosystem and expand the usefulness of captured data, as it can be reported on from a single database, rather than having to spend time aggregating data from different sources.

3. Autonomy

Millennials expect a level of independence in their roles and do not respond well to being restricted by physical work locations. It is a generation of problem solvers. They are entrepreneurial and autonomous in their actions, both at home and at work. They understand that technology can be used to complete mundane tasks, which free’s up their time to value-adding activities. These qualities can be harnessed to its fullest, by giving the Millennial the tools and technology to eliminate the mundane tasks, such as manual capturing of information or duplicating data entry.

Embracing flexibility with mobile field service software.

In the modern world, communication has become expected, and flexibility in communication is an essential factor that Millennials need in their work-life. With field service management software, flexibility is a key focus. Millennials will be able to see their entire schedule from their phones, sign in and out of a job and complete work orders. This way, workers would not have to make trips back to their office and can spend more time in the field, generating income.

These mobile applications also give Millennial technicians access to the information they need to do their jobs well, such as online manuals and guides on repairs. Because a library of information is now available from their smartphone, techs can solve problems faster and get access to the information they need to get the job done right the first time around.

Download NetSuite Guide for Field Service

Find in this guide all the modules and technologies integrated into NetSuite, the cloud-based ERP that can support your growth.

Millennials champion field technology

Millennials can play a crucial role in assisting with technology change in a field service business. By embracing new technology, they can lead by example and help other generations in the company better understand the positive impact of technology, that might otherwise have been met with lacklustre enthusiasm. How to manage Millennials effectively.

Maximising the efficiency of Millennial field services is necessary for field service organisations, and as time goes in, this is going to be amplified. Field Service businesses can help empower Millennials by:

1. Investing in technology

Give them what they want. In every aspect of their lives, Millennials are making the most of modern technology, and work should be no different. To satisfy the needs of this generation, businesses should be looking into technology that automates, increases efficiency and gives real-time access to information. Field Service Management Software, such as NextService by NextTechnik, does just this.

2. Giving them flexibility

The nature of field service is mobile, so many Millennials who choose a career in field service are not wanting to be tied to an office. If they can complete 100% of their roles outside the four walls of an office and spend more time actually generating income they will be more satisfied as workers than having limitations that they see as easily solvable.

Reasons why Millennials are suitable for field service

1. Millennials are result-oriented

In situations whereby customers are dependent on technicians to fix the necessary system to get their business up and running at full capacity as soon as possible, being practical is one of the things Millennials have in abundance.

2. Millennials are confident

Their parents have raised Millennials that can accomplish anything, and such encouragement tends to boost the confidence of generations entering the workforce.

3. Millennials are educated

Millennials are found to be the most educated generation in history. Millennials tend to improve their learning skills, which is vital for companies when trying to hire technicians based on their abilities.

Need a specialist’s free advice?

Feel free to call an expert in Field Service Enterprise Resource Planning Systems today. Find out how cloud-based technology can make your field business a real customer-centric beast.

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NetSuite Portlets 101 – Part I

NetSuite Portlets 101 – Part I

A portlet is essentially a visual plug-in that you can add and arrange on NetSuite dashboard to highlight specific information. It gives a snapshot of the business, and there are a plethora of portlets options in NetSuite that allow tailoring and improving your day to day experience.

In this article, we will dive into the different types of Portlets used for different dashboards in NetSuite. We will primarily discuss Portlets which are used in the Home Dashboard, but many of these are also available in the customer dashboard, vendor dashboard and any other work centre in the system.

What is a NetSuite Dashboard?

A dashboard is a page which provides a visual representation of accurate real-time data that gives users better visibility about different processes inside NetSuite. The data displayed in the dashboard is based on the role of the user viewing the page. This view will help the users to make efficient decisions and edit records based on the information displayed on their personalised dashboard. There are different types of Dashboards present in NetSuite, like the Home Dashboard, the Project Dashboard etc.

Different Types of NetSuite Portlets.

Dashboard content can be displayed in various types of Portlets based on the user’s requirement. Some portlets provide access to raw data, and other portlets display data that have been transformed into different types of business metrics, i.e. Key Performance Indicators (KPI), Trend Cards, Performance Scorecards, chart-based workbooks and report snapshots.

For each Dashboard page, NetSuite provides a default set of portlets to be displayed on the page. The Administrators have the freedom to change the look and content of the dashboard as per their organisation’s requirements. This personalisation can also be applied to a group of users, e.g. Accounting role or Finance role etc. The Administrator can also give access to users to modify their own dashboard as per their daily needs.

Let’s talk about different types of commonly used portlets in detail.

Lists and Saved Searches

This type of portlet is used to show a list of records of the selected record type. When the user adds a new List type portlet, they have to configure it in the set-up option. The user can choose the record type, number of results that they need displayed and whether they want to allow in-line editing for the records in the result page.

One of the most powerful features of NetSuite is that these dashboard lists are also directly editable through in-line searching. That means you can update the record straight from your dashboard, without having to go into the record, edit and save.

When used right, this saves NetSuite users HOURS every week.

Calendar

NetSuite lets users publish their calendar to their desktop so they can manage their phone calls, events and tasks quickly, and give visibility of their activities to the rest of the business. NetSuite calendars can also be integrated into Gmail and Outlook, which will synchronise the data between the two and keep everything up to date.

With this portlet, users can display activities for a particular period, and see their activities in different views, i.e. Daily, Weekly, Monthly or Agenda. The list of activities includes events, phone calls or task. By default, seven activity records are displayed, and we can change it as per the requirements.

Custom Search

We can display the results of a saved search using this portlet. In the set-up option of this portlet, the user can configure the search whose results are to be displayed, the portlet title, no. of results, allowing in-line editing etc.

Key Performance Indicators

This type of portlet is used to display raw data as a quick view of Key Business Metrics. These metrics are summarised data from reports or saved searches within the selected date range. It also has the functionality to show the comparison between date ranges and highlight results if targets are not met.

A maximum of four KPIs is allowed to be defined as headlines. The rest of the KPIs are listed in the lower panel.

KPIs can be minimised as per their usability.

There are three types of dashboards portlets that display Key Performance Indicators:

Key Performance Indicators portlet. Displays summary line for each selected portlet.

KPI Meter portlet. Visual Representation of KPI data in a semi-circular meter showing a comparison between date ranges.

Trend Graphs portlet. Displays the differences in data for different time intervals for multiple KPIs in a single chart.

KPI Scorecard Portlet

KPI Scorecards display a performance scorecard which includes numerous types of comparisons between various KPIs over different date ranges or accounting periods.

Suscribe to Klugo Insiders.

You might have noticed that some of these portlets look different to the NetSuite user interface. That is because in NetSuite 2019.1 Release we are seeing a massive update to UI, Portlets and reporting functionality. If you are interested in finding out more about NetSuite 2019.1 release, then subscribe to Klugo Insiders to receive early updates, webinar invites and NetSuite hints and tips straight in your inbox.

If you enjoyed this tip, come back next week for part two of our NetSuite Portlets 101.

 

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-tos, support and news from the Best-in-Class ERP software for the cloud. Keep posted with all things NetSuite.

Michael Dean

Michael Dean

Business Consultant

Read more posts and articles from Michael in his LinkedIn profile. Follow him for tips and tricks on leveraging the power of NetSuite.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

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The Benefits of Warehouse Pick, Pack and Ship Automation

Through a combination of hardware, such as RF devices, and software, such as NetSuite, smaller distributors are gaining a competitive advantage by investing in technology that is designed to streamline their warehouse operations. Australian wholesalers are fast catching up with retail managing their operations more effectively while making informed decisions about shipping, staffing, accounting, demand planning and warehousing.

What is warehouse automation?

Warehouse automation is the use of software and technology to support your warehouse team in their mission to pick, pack and ship your customers orders as quickly and efficiently as possible. This type of technology is designed to streamline the operations of your warehouse, as well as reduce costly errors. Traditionally warehouse automation technology was used by large companies, such as Amazon and Coca-Cola; however, modern cloud ERP is bringing the benefits of what was traditionally large scale software to small and medium-sized wholesale distributors.

What is an automated storage and retrieval system?

Automated storage and retrieval system (ASRS) is the combination of machines and execution software to move product in and out of the storage unit without any human supervision. These machines use sophisticated technology and integrate with a distributors ERP system to minimise human intervention in the picking process. Overhead storage units, by manufacturers such as Hanel, allow distributors to automate their picking process and take advantage of the overhead space in their warehouses.

Ten Benefits of warehouse automation

1.Increasing Speed

There is no way a human can memorise an entire warehouse and beat a fully functional automated system that can instantly identify the location of the items in a particular order. Warehouse automation software is the brain of your warehouse and gives your team the information they need to do their jobs quickly and efficiently, right at their fingertips.

You can also increase the management of an inventory process with warehouse automation. Instead of having people manually record items, RF scanners can short cut the process of collecting information about orders and simplify the administration associated with inbound deliveries and order dispatch.

2. Maximising space

One resource that is not often considered is that of overhead storage. The footprint of your warehouse is finite, and without costly extensions, this cannot be increased. Warehouse automation allows for practice use of overhead space by using machinery and technology to automate the retrieval of inventory items stored at height. In addition to this, depending on the location of your warehouse, more often than not, the cost of extending up, instead of out is usually far less.

How does it maximise space?

Majority warehouse automation systems include robots or other machines that collect products and store them. It means that there is no need to send people to aisles, which could remove the need for wide aisles that accommodate large spaces with a wide turning radius. Automated warehouses have unique movable shelves that can move goods around on a pallet. However, they tend to take up more space than a pallet, whilst a robot needs less room for maneuvering. This automation logic means that you can install products with smaller aisles, which can create more space for storage.

3. Decreasing Costs

Whilst there is a reasonable investment associated with implementing warehouse automation software and hardware, the benefits of reduced costs in labour, order errors and fulfilment velocity far outweighs the cost, which leads to rapid ROI for a wholesaler.

4. Low injury risk

Warehouse automation technology also helps minimise the risk of injury to warehouse workers, by using machines to carry out dangerous tasks. One of the main drivers of the IOT and Smart Factory initiatives is that of safety.

5. Accuracy

Accuracy in the warehouse business is no doubt necessary; it helps reduce errors in dispatch, which result in returns and extra administration. Wholesalers who use ERP technology and warehouse automation software see drastically lower errors in picking, packing and shipping and report higher levels of customer satisfaction and repeat business.

6. Increased efficiency

Automated tools help strengthen the entire process, from picking and receiving items through assembly lines and out to distribution. Wholesale Distribution Software vendors, such as NetSuite design their packages to meet the demands of every warehouse, which will keep products organised and send out automated alerts.

7. E-commerce

Automated warehousing can provide benefits like space saving, reduced building costs, improve productivity, needing fewer people, saving money and reducing operation cost. When this is paired with integrated e-commerce platforms, a wholesaler can expand their sales channels whilst still maintaining control over their warehouse.

8. Accurate analytics

Automating a warehouse is a short-term investment on time and labour, however, the additional data being captured by the system gives wholesalers access to better analytics and information about their business which empowers strategic decision making.

This knowledge helps in taking your business to the next level as you can share real-time data to managers, gain insights into your business and identify key areas of improvement.

9. Save time and money

With a warehouse automation system and ERP software being able to keep track of goods and supplies is more manageable, as the system is largely taking care of what people had to track manually. This strategy helps reduce the number of employees required to maintain your current level of operation and allow you to grow without having to put more people on to cope with the additional workload.

10. Better Inventory Control

Features in ERP technology, such as demand planning help a wholesale distributor by providing intelligent suggestions as to what to order, by using the data in the system to calculate expected supply and demand plans.

NetSuite Guide for Wholesale and Distribution

Do you want to know more about the Best-in-Class ERP that is modernising Aussie’s Wholesale? Download our guide to all the modules and technologies integrated into NetSuite, and decide if it’s the right platform to support your growth.

Cloud-Based Warehouse Software

A cloud-based warehouse management system (WMS), such as NetSuite makes sure all warehousing operations are executed smoothly. NetSuite tracks data in real-time, which can help managers get instant notification of inefficiencies or errors in the business and correct these to ensure continual improvement of operational efficiency. The advantage of the cloud is also the ability to connect your ERP other automation technologies such as robots, conveyors, overhead storage and other machines through API technology that interacts with the Internet of Things.

Gigant Chinese retail Alibaba, ramped up robotic labour in 2017 in one of its warehouses, cutting down the workforce by 70%. Robotics will continue to have a significant impact on the supply chain. Choosing a platform that eases automation will enable wholesalers to adapt to future trends, move quicker than the competition, manage their operations better and target strategic growth with informed decisions.

Need a specialist’s free advice?

Feel free to call an expert in Wholesale and Distribution Enterprise Resource Planning Systems today. Find out how cloud-based technology can support your business growth.

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Seize Distribution OpportunitiesThe downfall of wholesale distribution has been highly exaggerated in recent years. Yes, manufacturers have more opportunities nowadays to sell directly to consumers, but there are two main reasons why distributors are...

Top Three Pain Points For SMEs Outgrowing Accounting Software

This article was written by Brendan Laufenberg, SME Consultant, Klugo. As a specialist in cloud software for SMEs, I work daily to help growing companies evaluate the proven benefits of upgrading their internal software systems to a single,...