Additionally, The Grove needed a new vendor that had the necessary NetSuite expertise to design the right solution, execute on the design with accuracy and confidence, and deliver as promised. The Grove knew they wanted a web store that was technologically advanced and they needed a reliable, experienced partner to help them get there.

Celigo Solution
Celigo provided a cutting-edge web store for The Grove that “pushed the limits” of NetSuite ecommerce. Using a combination of suitelets, scripts, custom records, and custom web pages, Celigo was able to build an advanced web store that met The Grove’s high design aesthetic while still utilizing standard NetSuite functionality as the shell within which the web store was built and delivered.

The Grove’s unique product families and groupings – and the customer experience they wanted to provide – presented a unique challenge during the design of the web store. Celigo devised a way to bypass the standard NetSuite product catalog and templates in order to meet the following requirements:

• present related products in an easy-to-select method on one page
• enable customers to add multiple items to the cart on one page
• bring together different groupings of products together on one page and purchase without leaving that page

The following examples highlight how Celigo implemented unique, cutting-edge components into The Grove’s web store.

• Script-Enabled Custom Item Detail Pages: In order to accommodate The Grove’s requirements to streamline and clean the user experience when purchasing and checking out, Celigo created a custom page to present the item details. Using a custom record and SuiteScripts, Celigo created an item detail page that allows a customer to add multiple items to the cart on one page. The item detail page allows a customer to select item variations from a drop-down list and then click an “Add Another Item” button as many times as necessary – without ever having to leave this page, go back, and select the next item to purchase.
• Suitelet that Dynamically Filters Product Categories & Items: On the web store home page, the page body is a custom suitelet that dynamically presents the products when a user clicks on a product category (i.e. Top Tools). This enables The Grove to quickly and easily assign items to these categories and for the web store to automatically present the correct items to the users as they click through the store.

These features, along with the standard NetSuite shopping cart and checkout process, allowed Celigo to deliver a sophisticated yet streamlined shopping experience to The Grove’s customers – and a web store that took the best of standard NetSuite functionality, paired it with the best of NetSuite’s customization capabilities, and met the functional and budget requirements for The Grove.

The Bottom Line
As Bobby Pardini, The Grove’s Director of the Design Solutions Group, said, “This web store project with Celigo was as seamless a development process as I could imagine one to be. The Celigo team totally executed. When necessary, they gave us options and always figured out a solution.”

Celigo provided The Grove with a professional ecommerce solution that:

• increased revenue by supporting a new digital download revenue stream
• opens possibilities for The Grove to create new revenue streams
• provides a sophisticated yet streamlined customer experience
• can grow with the business

Their customers love the ease with which they can find products and information on the new web store and are thrilled with new features such as digital downloads. This new web store has positively impacted revenue, increased customer satisfaction, and maintains the same high-quality image that The Grove has built.

Challenges

Lumens Light + Living, a company dedicated to offering the very best of design-oriented lighting, fans and home accessories, needed a way to get accurate, consistent feedback from customers on their level of satisfaction with Lumens. Whether the customer walked into the store to make a purchase, shopped via the web, placed a phone order, or requested an installer to do the work, Lumens just had a feeling about customer satisfaction; they did not have a solid gauge of how well they were doing and whether they needed to improve certain areas. And since customers come from various points of entry, Lumens needed a way to ask questions specific to a point of entry and weight what’s more important if a customer purchases in-store versus over the web.

Lumens had recently implemented Netsuite to help manage their business and wanted a customer satisfaction survey that was integrated with Netsuite and transaction-based. Since most survey solutions that Lumens looked at were not based on transactional events (such as a purchase or installation), Lumens turned to Celigo to extend Netsuite and build a solution within Netsuite’s inherent customization capabilities.

Celigo Solution

With its deep expertise of Netsuite and commitment to client satisfaction, Celigo was able to build a solution that not only met Lumens’ needs for an integrated customer survey tool, but that also has been re-purposed for other transactional communication that Lumens has with its customers.

Using custom records, suite scripts, email templates, formula fields, saved searches, and KPIs, Celigo created a solution that sends automated surveys that are relevant to the transaction type and place, tallies the results using a ranked scoring system, and sends and displays satisfaction metrics to the relevant Lumens stakeholders, such as the service employee and department manager.

Celigo’s survey management solution for Netsuite is comprised of 3 key components:

• Logic that sends automated emails to a target audience. The target audience is dynamically retrieved via saved searches, enabling Lumens to manage and modify the target audience at any time using basic saved search functionality. The email sent is based upon the transaction type, ensuring that the right questions are asked for the specific transaction.
• Online satisfaction survey forms that maintain Lumen’s corporate branding and are automatically linked to and accessible via the transaction record, enabling Lumen’s employees and managers to extend their 360-degree view of the customer to include the satisfaction surveys the customer has completed.
• Ability to rank and weight survey questions and responses as well as score the responses, enabling Lumens to accurately capture customer satisfaction metrics that are relevant to the type of transaction.

When asked what her favorite aspect of the solution is, Jenny Thielen, Lumen’s Web Operations Manager, said “Any number of different transactions that we want to communicate with customers about, we can re-purpose the script to do that.” Celigo implemented the solution using parameters throughout, so that Lumens can simply change the content of the parameters to re-use and re-purpose them.  Celigo put the solution in the hands of the client so that Lumens is able to maintain and re-use the solution themselves.

Benefits

“What started out as a script to follow up with customers and rate the experience with Lumens customer service, installation services, and retail showroom experience moved into the overall communications we have with customers regarding estimated shipping dates and fulfilling orders.” Jenny said.

Lumens has re-purposed the survey solution in many ways. Most impactful is their use of the solution to communicate with customers regarding estimated ship dates. Before re-purposing the Celigo solution for this use, Lumens was “limping along communicating estimated ship dates.” It was a completely manual process, using plain text emails that an individual had to create and send. In approximately 8 months, the automated solution has sent approximately 13,000 email communications to customers regarding ship dates.

Because Lumens had implemented the survey solution that Celigo created, they had been tracking customer satisfaction around communication of ship dates. Jenny said “We immediately saw a significant increase in customer satisfaction when we implemented the estimated ship dates automated communication structure. We saw an almost a one-point increase in satisfaction on a scale of 1-5.”

The Mac Address Book automatically creates a contact record for the current user. This entry has a “me” icon emblem. For example, in the screen shot below, the current user is “Guest Account” and is symbolized with a head icon emblem in the contact list and the “me” icon emblem on the detailed contact record.

The NetSuite login email address must be added to the current user’s contact record – this “me” contact record.  If this is not done, declined events will still be displayed on your iCal with the “declined” icon next to your attendee listing.

To complete the settings, ensure the email address you are using to login to Netsuite (pictured below) is also added to the “me” contact record for your Address Book entry.

Using Excel and the SmartClient greatly reduces the time you spend adjusting inventory levels, allows you to enter and manipulate the data using Excel’s features, and still enables you to track and view all history of inventory adjustments. You are able to designate all the same transaction attributes when importing inventory adjustments via the SmartClient, such as department, location, and bin.

To adjust inventory using the SmartClient, follow these simple steps:

1. Create an Inventory Adjustment results template in the SmartClient, specifying the fields you’d like to populate into the Inventory Adjustment transaction
2. Insert the results template into the Excel worksheet
3. Enter, select, and/or copy inventory adjustment information (You may select key values such as Account and Item via a SmartClient real-time lookup field)
4. Once you have all the appropriate data in the spreadsheet, click a button to update Netsuite

In the screen shot below, we will create one inventory adjustment transaction in Netsuite, dated on Sept. 8, 2009.
3 items will be adjusted, with the quantities on hand increased by the amounts shown below.

Please refer to SmartClient help for additional details on how to use the SmartClient, work with results templates, and update Netsuite. SmartClient help may be accessed here.

We have already received many questions regarding the status of the product, current release, what’s planned for the future, and more.  Given that we are currently in the midst of product development, this is an opportune moment to share some details of our product roadmap.

A 30-day trial version of NetSyncX is now available on our web site. We hope to release several new versions of NetSyncX over the next few months. These releases will be roughly cover the following functionality:

• Phase I: Re-architecture of some key components including installation, preferences, and the underlying infrastructure, with the overall goal of a robust and easy-to-setup application.
• Phase II: Complete redesign of the user interface.
• Phase III: Add several new features, including scheduled sync, e-mail attachments, and support for other record types.

We plan to offer a version of NetSyncX that’s available for purchase by approximately mid-April.

We very much want your feedback! If you have downloaded the trial version, or are a former user of the product when it was offered by Xspansion, or are a general Mac/NetSuite user, we would love to hear from you. Please let us know what works well, and what does not. We would also appreciate you providing us with a wish list of features that you would like to see in the product.

Since we’re in the midst of product development, we would prefer to have your feedback as soon as possible, so do contact us as soon as you can. You can leave your comments below in the comments section, or you can send us an e-mail at netsyncx@celigo.com.

Thanks
- Jan

Do you want to add multiple Inventory Adjustments, Time Bills, Item Receipts, Item Fulfillments, or other record type not yet supported by CSV Import?

Our Excel SmartClient can be used with almost any record supported by web services and includes a wizard that creates a blank data entry template for you to fill in with your import data. You can push the data right into NetSuite with the click of a button, without having to upload as a CSV through NetSuite, and the template even provides you with list values, either in a drop down or as a real-time lookup, to help ensure that the data is valid.

Do you want to update hundreds of records ad hoc, but they’re not yet supported by Mass Update or you’re having second thoughts about hiring a temp to do it manually, screen by screen? Do you want to use formulas and business rules, or just make changes on the fly to hundreds of records, but can’t figure out an easier way to do it than through web services? Do it using the SmartClient. Access just about any record available through web services from Excel, and apply your formulas, business rules or manual changes there. Then simply push your changes on the fly into NetSuite with the push of a button.

Ask us for a free limited trial of the SmartClient, and you’ll quickly see that it pays for itself by saving you the time and effort you would otherwise spend doing these things manually or creating a web services program to do it for you.

Jacob

Select a value from a list of values in Field A. The list of available values in Field B is filtered based on the selection in Field A.

Example:

For example, suppose we have the following lists of values in Field A and Field B:

1. Field A (main list): Fruits, Vegetables

2. Field B (sub-list): Apples, Oranges, Spinach, Onions

If the user selects “Fruits” in Field A, then only the values “Apples” and “Oranges” would appear in a Field B. Likewise, if the user selects “Vegetables” in Field B, then only the values “Apples” and “Oranges” would appear in Field B.

How to set this up in NetSuite:

We’ve found some instructions in NetSuite User Group posts that describe how to set up a nested list. But we thought we’d improve on these instructions by providing screenshots as well. In addition, we actually came across instructions for two different methods for setting up nested lists, and based on experience we’ve gained using these methods, we can suggest when it’s better to use one method instead of the other.

Method 1: Setting up a Custom Record Type for the Main List, and a Custom List for the Sub-List

This method is useful if you want to set up your sub-list data directly in the NetSuite UI, because you only need to create custom records for the main list values (and typically you have a much smaller set of main list values than sub-list values), and you can use a multiple select field to select all of the sub-list values that apply to each main list value. However, you cannot import your custom record data using this method, since the custom record uses a multiple select field; so if you want to be able to import your custom record data, you should use Method 2 (below).

1. Setup > Customization > Lists. Create a list for Field B (i.e., the sub-list) – For illustration purposes, we’ll call this new list “Custom List B”.

a. Enter all of the values into this list that can possibly appear in Field B (i.e., the sub-list).

b. Save.  

2. Setup > Customization > Record Types > New. Create a new custom record type for Field A (i.e., the main list) – For illustration purposes, we’ll call this new custom record type “Custom Record Type A”.

a. Be sure that Include Name Field is checked

b. Save.  

3. On the saved Custom Record Type screen, click on New Field. This field will contain the sub-list (i.e., Custom List B) information – For illustration purposes , we’ll call this “Custom Record Field B”:

a. Type: Multiple Select

b. List/Record: Select Custom List B

c. Save.  

4. Setup > Customization > Custom Record Types

a. Click on New Record next to Custom Record Type A to create a new custom record.

b. In the Name field, you will need to enter in the name of the main list value. For example, if we were setting up the Example from above, we would enter “Fruits” in the Name field.

c. In Custom Record Field B, you will select all the Custom List B values that you want to appear when you select this particular main list value (this is a multiple select field, so you can select as many Custom List B values as needed.). For example, if we were setting up the Example from above, we would select “Apples” and “Oranges” in Custom Record Field B.

d. Save.  

e. Repeat steps a-d for each main list value that you need to set up. For example, if we were setting up the Example from above, we would create a new custom record, name it “Vegetables”, and then select “Spinach” and “Onions” in Custom Record Field B.

5. Create a new custom field for the main list (this can be whatever type of field you want, i.e., an entity field, CRM field, transaction body field, etc.).

a. Label: name the field – For illustration purposes, we’ll call this “Custom Field A”.

b. Type: List/Record

c. List/Record: Select Custom Record Type A.

d. Applies to: select whatever records this field applies to

e. Save.  

6. Create a new custom field for the sub-list (this field will appear on the same form as Custom Field A, so it needs to be the same type of custom field, and be applied to the same type of record):

a. Label: name this field– For illustration purposes, we’ll call this “Custom Field B”.

b. Type: List/Record

c. List/Record: Select Custom List B.

d. Applies to: select the same thing that you selected for Custom Field A

e. Under Sourcing and Filtering:

i. Source List: Select Custom Field A (i.e., this is the field that you created for your main list).

ii. Source From: Select Custom Record Field B (i.e., this is the field on Custom Record Type A that contains the set of Custom List B values which will be displayed based on the value selected in Custom Field A).

f. Save.  

Results:  This is an example of how it looks when you select a Main List value in the new custom field you just created; the Sub-List values are filtered based on the selection of the main list value:

Method 2: Setting up a Custom List for the Main List, and a Custom Record Type for the Sub-List

This method is useful if you want to use NetSuite’s CSV Import tool to import the sub-list data (i.e., the sub-list data is defined in a custom record type that does not use a multiple select field, so it can be imported in). Importing in the sub-list data is useful if you have a lot of sub-list values. But if you plan to use the NetSuite UI to enter the sub-list data, Method 1 is better, since Method 2 requires you to create a custom record for each sub-list value.

1. Setup > Customization > Lists. Create a list for Field A (i.e., the main list) – For illustration purposes, we’ll call this new list “Custom List A”.

a. Enter all of the values into this list that can possibly appear in Field A (i.e., the main list).

b. Save.  

2. Setup > Customization > Record Types > New. Create a new custom record type for Field B (i.e., the sub-list) – For illustration purposes, we’ll call this new custom record type “Custom Record Type B”.

a. Be sure that Include Name Field is checked

b. Save.  

3. On the saved Custom Record Type screen, click on New Field. This field will contain the main list (i.e., Custom List A) information – For illustration purposes , we’ll call this “Custom Record Field A”:

a. Type: List/Record

b. List/Record: Select Custom List A

c. Save.  

4. Setup > Customization > Custom Record Types

a. Click on New Record next to Custom Record Type B to create a new custom record.

b. In the Name field, you will need to enter in the name of the sub-list value. For example, if we were setting up the Example from above, we would enter “Apples” in the Name field.

c. In Custom Record Field A, you will select the Custom List A value that you will use to filter the main list value. For example, if we were setting up the Example from above, we would select “Fruits” in Custom Record Field A.

d. Save.  

e. Repeat steps a-d for each sub-list value that you need to set up. For example, if we were setting up the Example from above, we would create the following new custom records:

i. Name = “Oranges”, Custom Record Field A = “Fruits”

ii. Name = “Spinach”, Custom Record Field A = “Vegetables”

iii. Name = “Onions”, Custom Record Field A = “Vegetables”

5. Create a new custom field for the main list (this can be whatever type of field you want, i.e., an entity field, CRM field, transaction body field, etc.).

a. Label: name the field – For illustration purposes, we’ll call this “Custom Field A”.

b. Type: List/Record

c. List/Record: Select Custom List A.

d. Applies to: select whatever records this field applies to

e. Save.  

6. Create a new custom field for the sub-list (this field will appear on the same form as Custom Field A, so it needs to be the same type of custom field, and be applied to the same type of record):

a. Label: name this field– For illustration purposes, we’ll call this “Custom Field B”.

b. Type: List/Record

c. List/Record: Select Custom Record Type B.

d. Applies to: select the same thing that you selected for Custom Field A

e. Under Sourcing and Filtering:

i. Source List: Select Custom Field A (i.e., this is the field that you created for your main list).

ii. Source Filter By: Select Custom Record Field A (i.e., this is the field on Custom Record Type B that contains the Custom List A value, such as “Fruits” or “Vegetables” in our example).

f. Save.  

Results: This is an example of how it looks when you select a Main List value in the new custom field you just created; the Sub-List values are filtered based on the selection of the main list value:

- Ron

Is there a way to display the results of a saved search for a custom record type in NetSuite Customer Center, and filter the search results so that the Customer Center user can only see his/her own custom records?

For example, one of our clients had set up custom records in NetSuite to store information about their customers’ subscription information.  Our client asked us if there was a way to display the subscription information in NetSuite Customer Center, so that when their customers logged in to Customer Center, they could view their own (and only their own) subscription information.

In order to come up with a solution, we had to research this quite a bit, including digging through the NetSuite user group, and ultimately investing in some trial and error.  While we found that there were useful tips on how to do this in the user group posts, we could not find a concise set of steps to follow to do this, so we decided to publish some simple instructions that should work for most situations.

Note: There are probably many ways to do this.  We’ve found two ways that have worked well for our customers, and we describe each method below.  If you have any reasons for recommending one approach or the other, we’d love to hear your opinion.

Common Steps for Either Method

1. The Custom Record Type can be defined however you want, but it MUST include the following:
   1. A Customer field (i.e., a custom field of Type List/Record-Customer), so that you can filter the custom record search results by Customer.
   2. The “Use Permissions” checkbox must be checked
   3. On the Permissions tab, select the Customer Center role(s) that you will assign to your Customer Center users, and give them at least “View” level access.
2. Create a saved search for your custom record type.  This saved search can be defined however you want, but it MUST have the following Filter Criteria:
   1. “<Customer field> is me” (i.e., “<Customer field> any of Mine”)

Method 1:  Using a Custom Center Tab

1. Navigate to Setup > Customization > Center Tabs > New to setup a new Custom Center Tab.
   1. You can enter any text you want for the Label (this is the label that will appear for the custom tab in Customer Center), but MUST select Center = “Customer Center”.
   2. Under Content > Categories > Label, you can enter any name you want (this is the label that will appear for the category in your custom tab).
   3. Under Content > Portlets > Type, you MUST select Type = “Links” and Show = “Yes”.
   4. Under Audience, make sure that the “Select All” checkbox is checked for the Roles list.
   5. Save your new Custom Center tab.
2. Navigate to Setup > Customization > Center Tabs, and click on the NAME of the new Custom Center Tab that you just created (do NOT click on the “Edit” link; you want to view the Custom Center Tab that you just created).
   1. Under Content > Categories, click on the “Edit” link for the Category that you created.
   2. On the Custom Center Category page, select the Link for the saved search that you created in the Common Steps section above (i.e., the saved search that you want to display on Customer Center).
      1. IMPORTANT: When you look in the Link list for your saved search, you will find 2 entries for your saved search with similar names.  One entry in the list will have “Results” in the name, the other will not have “Results” in the name.  (For example, if your saved search is called “Subscription Data”, then you will see one entry in the Link list will be “Subscription Data”, and the second entry will be “Subscription Data Results”.)  You MUST select the entry with “Results” in the name.  The difference between these two entries is this: the link that does not have “Results” in the name (for example, “Subscription Data”) takes you to the page where you edit the search itself; the link with “Results” in the name (for example, “Subscription Data Results”) takes you to the page that shows the actual search results.  Another way to look at this is like this: when you go to look at all of your Saved Searches in your normal NetSuite account, you always see two links next to each search.  One link is called “Edit”, which takes you to the page where you define what the search is.  The second link is called “Results”, which actually runs the search and takes you to a page that shows the results.  The “Subscription Data” link is equivalent to the “Edit” link.  The “Subscription Data Results” link is equivalent to the “Results” link.
   3. Save your changes to the Custom Center Category.
3. Test this in Customer Center by logging in as one of your customers and verify the following:
   1. You should see the new custom tab, category, and link you just created.
      1. NOTE:  If you don’t see the new tab, category, and/or link, then you should hit CTRL-F5 to reload and re-cache each page in Customer Center so that you are sure that you are looking at the latest versions of the Customer Center pages.
   2. When you click on the link, the search results should only display custom records associated with the customer that you are logged in as.

Method 2:  Using a Published Saved Search

1. Navigate to Lists > Web Site > Tab > New > New Presentation Tab to create a new Web Site Tab where you can access your published saved search.  (You could use an existing tab, but for instruction purposes, we’ll create a new tab.)  The new Presentation Tab can be set up however you want, but the setup MUST include the following:
   1. The “Display in Web Site” checkbox should be unchecked (so that this new tab only shows up for your Customer Center users, and does not show up as a new tab on your website).
   2. Under Roles, the “Select All” checkbox should be unchecked, and you MUST select the Customer Center role(s) that you will assign to your Customer Center users.
   3. Save your changes to the new Presentation Tab.
2. Navigate to Lists > Web Site > Categories > New to create a new Site Category where you can put the published saved search.  (You could use an existing site category, but for instruction purposes, we’ll create a new site category.)  The new Site Category can be set up however you want, but the setup MUST include the following:
   1. Subcategory of = <the value corresponding to the new Presentation Tab you just created in Step 1>.
   2. The “Display in Web Site” checkbox should be unchecked (so that this new site category only shows up for your Customer Center users, and does not show up on your website).
   3. Under Audience > Roles, the “Select All” checkbox should be unchecked, and you MUST select the Customer Center role(s) that you will assign to your Customer Center users.
   4. ave your changes to the new Presentation Tab.
3. Navigate to Lists > Web Site > Publish Saved Search > New to create a new Published Saved Search.  This Published Saved Search MUST have the following settings:
   1. Search = <the name of the saved search you created in the Common Steps section above>
   2. Subcategory of = <the value corresponding to the new Site Category you just created in Step 2>
   3. “Display in Web Site” checkbox should be unchecked (so that this new published saved search only shows up for your Customer Center users, and does not show up on your website).
   4. Under Audience > Roles, the “Select All” checkbox should be unchecked, and you MUST select the Customer Center role(s) that you will assign to your Customer Center users.
   5. Save your changes to the new Published Saved Search.
4. Test this in Customer Center by logging in as one of your customers and verify the following:
   1. You should see the new custom tab, category, and published saved search you just created.
      1. NOTE:  If you don’t see the new tab, category, and/or published saved search, then you should hit CTRL-F5 to reload and re-cache each page in Customer Center so that you are sure that you are looking at the latest versions of the Customer Center pages.
   2. When you click on the link for the published saved search, the search results should only display custom records associated with the customer that you are logged in as.

I hope this helps.

Ron

The tool is built entirely on SuiteFlex technology.  In addition to supporting all the record types exposed by NetSuite’s web services, the tool supports mass deletes and has advanced import status monitoring.  Import results can be viewed as the import proceeds–not only after it completes.  In addition to being able to view status as you go, you can cancel at any time.  Imagine running a large import that was destined to fail from the beginning.  Now you can see the failures within the first couple minutes and stop it from proceeding any further.

Pricing for the tool is done on a subscription basis with a one time setup fee for the initial install and a basic training session.  If you are interested in hearing more, please contact us online or click here for specific product details.

For those already familiar with NetSuite, the integration is installed as a SuiteBundle.  The bundle includes all your basic integration components (event logging, data mapping, and credential management).  Managing the integration is done via one centralized dashboard tied to a custom integration role.  The integration features both sales order and customer imports along with a real time inventory level lookup as items are added to your customer’s carts.

Pricing for the integration is done on a subscription basis with a low one time setup fee for the initial install.  If you are interested in hearing more, please contact us online or click here for specific product details.