Hello NetSuite Community! Hope you are all well. I...
# general
b
Hello NetSuite Community! Hope you are all well. I'm seeking for advices and/or tips to improve my workflow: I need to find a way to make the Sales Orders entries faster. Currently It takes up to 1 minute to enter a simple Sales Order. This includes: New Sales Order -> Customer selection -> Date -> PO# -> BILL+SHIP to Address Selection -> ITEMS selection (this one takes too much time, that layout is just awful...finding the right SKU takes too much time, font is too small...) -> Quantity Selection -> Price Level Selection -> SHIPPING --> Shipping date + Carrier selection + Method + COST. -> SAVE .So many steps.
b
We set some of the shipping fields from the customer record. We also use quotes and uploads for sales reps that want to get their orders in quickly. You may want to remove any unneeded fields from the line items of your form.
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b
Thank you, I have done all of the above already. Did you ever find a way to improve the overall layout? It looks so bad. That's the best I could come up with.
n
A couple of system and user preference to explore : A) Show Display name with Item Codes (Setup) B) Autofill Transactions (by user Hone Set preference)
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b
This is extremely Helpful!