Imran Hasan
10/28/2024, 11:47 AMCeligo AI
10/28/2024, 11:47 AMAI generated answer (using internal Slack threads):To add sales by customer in a NetSuite report, you can create a saved search or use the Sales by Customer report as your basis. Here are the steps: 1. Navigate to Reports > Sales > Sales by Customer. 2. Click on the Customize button to modify the report according to your needs. 3. In the Columns subtab, you can add the fields you need for your report. For example, you can add 'Sales Rep', 'Sales MTD', 'Orders Pending Fulfillment', 'Sales Same Month Prior Year', 'Sales YTD', 'Sales YTD Prior Year', and 'Sales Prior Year (TOTAL)'. 4. You can also add a filter to show only the sales for a specific sales rep or a specific period by going to the Filters subtab and adding the necessary criteria. 5. Once you have set up the report as per your requirements, you can save this report for future use by clicking on 'Save As' and providing a name for the report. If you want to automate the report and send it to specific recipients, you can use the 'Recipients from results' tab and set it to 'Sales Rep' if it is in the results. This way, each sales rep will receive a CSV of their data. Remember, Sales to NetSuite are Invoices/Cash Sales, and Orders Pending Fulfillment refers to Sales Orders. If you need to include orders pending fulfillment in your report, you might need to use a saved search with SQL or Analytics to combine these in one place. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
10/28/2024, 11:47 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
10/28/2024, 11:47 AM