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2011/02/09

February: Tips and Tricks

Welcome to the February edition of NetSuite Tips and Tricks! This month, we’ll be looking at promo codes, autocomplete suggestions, and how to avoid errors while calculating shipping costs while using scripts.



1- Track Promotion Codes

If you want to use a promotional code in an online customer form, NetSuite won’t keep track of it unless it’s in a Marketing Campaign--it will simply vanish. This means that in order to use the promotional code, we need to follow these steps:

  • Create a new marketing campaign

  • Under the "Events" tab, select "Other Events" unless you want it associated with a specific event, such as a mass email.

  • Put the code in the Promotion Code field. You can either select from a pre-existing code, or create one on the spot by clicking >> and then "New"


  • Create or update the online customer forms, setting the newly-created campaign as the “Lead Source” (found in the "Set Up Workflow" tab)

Just like that, you will be able track and report lead creation by promotion code used.

2- Shipping Cost Errors when Running Scripts

When working with a NetSuite webstore that has Shipping Integration enabled (for instance, FedEx, UPS or USPS), be careful when running any script that changes the “shipaddresslist” during a transaction.

Often times, the Shipping Integration will erroneously recalculate the shipping cost and final total of the transaction will be incorrect.

To ensure this doesn't happen, set the “fire field changed” parameter of the “setFieldValue” method to “false”.

3- Autocomplete Suggestions

When you enter several letters in a field, NetSuite offers auto-completed suggestions.

NetSuite will filter out suggestions that don’t start with the text you've entered as opposed to displaying anything that contains those characters. For example, if you are looking for the record "Test Vendor" and you enter the text "vendor", NetSuite will not offer "Test Vendor" as a suggestions.

Knowing this can come in handy if you aren’t sure what you’re looking for— always be sure to remember the first word of what you are looking for!

1 comment:

  1. Even Better than remembering the first word - Use the Wildcard "%"

    ReplyDelete