NetSuite offers a template for a "Journal Entry Basic Approval" which will require a journal entry to be approved by the users supervisor prior to impacting the GL. Approve Journal Entries Before They Hit the GL This will allow you to send a payment confirmation to all customers you have received payment from today. You can set up a saved search for payments received today and use this as a workflow Saved Search filter. Typically a lead is converted to a customer when their first sales transaction is created against their account. If you have the "Lead Conversion" feature enabled to track Leads, Prospects, and Customers you can send a "Thank you For Your first Order" email when the Lead is converted to a customer. If you use promotion codes, you can include one in the email to track and report on customer win back promotions. If you create a saved search for customers that have not purchased in X number of days, you can tie this to a workflow and automatically send them a templated email from the sales rep to try and drum up some extra sales. Send an Email to Customers that Have Not Purchased Recently Use the CRM functionality in NetSuite? you can set up a workflow to automatically create a task for the sales rep listed on the lead record to follow up with the lead. The benefit to this is when the customer responds to the email, it will be recorded in NetSuite as well! Create Tasks on Lead Creation Is your A/R department chasing payments constantly? Using a workflow and Saved Search, you can have NetSuite send a templated email along with a copy of the late invoice if the customer exceeds their payment terms. Send Gentle Late Payment Reminders to Customers You can also choose to send full statements or only open items. How much time is your A/R department spending every month sending statements to customers? With a simple workflow, you can automate this process and have NetSuite send your monthly statements automatically. For Saved Search training, I recommend this course: SuiteAnalytics: Reports and SearchesĪutomagically Send Monthly Statements to Customers.If you are not familiar with the NetSuite Workflow Builder, I would recommend checking out this course: SuiteFlow: Workflow Fundamentals.The Workflow builder has thousands of use cases for automation and I have barely scratched the surface in this article. If you have workflows that you use to automate processes, drop the general idea in the comments below for all to benefit from. Below you will find some ideas on how to utilize workflows to improve efficiency / communication and get your employees working on tasks that have a larger impact for your company. NetSuite offers powerful automation tools to improve efficiency as well as remove remedial or repetitive tasks performed by your employees.
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