Our Sales team would like to mimic the SalesForce ...
# general
j
Our Sales team would like to mimic the SalesForce functionality of linking multiple Opportunities to each other, the quotes and the sales order. Basically be able to have a blockchain of activities associated with the final sale. Since NetSuite only allows a 1:1 Opportunity/Quote to final order we are looking at creating a custom solution. I'd prefer not to reinvent the wheel on this one. Has anyone done something similar or know of a plugin? The most important thing is that the solution not add additional busy work for our sales team members.
s
Is your sales team using NetSuite as CRM? @Jeanine Scott
j
Yes
s
So ... I've hacked together a handful of creative solutions depending on the specific use cases / processes (and volume) related to this type of end-goal. I hesitate to share out loud given that in all cases, there was never a perfect solution, but sharing anyway.... [so use at your own risk!!] ... I found most success using a custom record - let's call it "Sales Chain Link" --- with a setup something like this.... 1. Create a Custom Record (Sales Chain Link) ◦ Fields: Parent Transaction, Child Transaction, Transaction Type ◦ Sales team can view, but not manually edit 2. Automate Linking with SuiteScriptUser Event Script auto-links Quotes to Opportunities, Sales Orders to Quotes ◦ Scheduled Script checks and corrects missing links 3. Enforce Data Integrity ◦ Validation script ensures proper sequence (Opportunity → Quote → Sales Order) 4. Enhance Visibility ◦ Saved search for tracking linked transactions ◦ Custom sublist on transactions ◦ Dashboard for sales team insights
Inevitable risks/issues to look out for/think through in advance: Script performance, Data Integrity & Edge Cases -- think through frequency carefully (may not run frequently enough for real-time updates), or user event scripts could slow down trans creation if not optimized.... and the end user will never cease to amaze you - build for users bypassing the sequence... and other things like merging or deleting that may brake links if not handled properly in scripts.