Dunning Automation
Provides a powerful yet easy to configure and manage collections process. Automation and flexibility has been built in for multiple email templates and timing of collections emails, as well as additional fields and reporting for collections management.
External Approvals
Allows Sales Order, Invoice, and Credit Memo approval for employees that do not have access to NetSuite. This can also be used for employees that have access to NetSuite, but would prefer emails for approval.
EZ Contract Pricing
Provides a powerful yet easy way to setup contract pricing for customers. Multiple contracts can co-exist with configurable rules determining which pricing should be used. Allows for reporting on which contracts have been used for transactions.
Segment Replication
Allows for automated insert/update of segments on line items from segments on the header, making it much faster to do initial entry or corrections for class, department, and/or location. This feature is available on the following transaction types: sales order, invoice, credit memo, cash sale, estimate/quote, and return authorization.
Other
Multi-Invoice Email
Allows for easy selection and sending of multiple invoices to a customer or contact in a single email.
Sales Form Assignment by Customer
Allows for assignment of specific sales transaction forms by customer to better meet the needs of unique customers.
