Dynamically Displaying Tax Codes in PDF Layout

NetSuite has the capability to display the actual tax code of a transaction on any PDF printout. If you track taxes for multiple nexuses, and use tax schedules to determine the tax treatment of items sold in each nexus this could be useful.

The following preferences are available when configuring tax for nexuses except Australia, Canada, Japan, Philippines, UK, and US.

In this example, I use the Estimate record/form to display the actual tax code that is used on the transaction.

Here are the steps that you will need to follow to achieve this:

1. Navigate to Setup > Accounting> Setup Taxes > United States > Per-Line Taxes on Transactions = T

2. Setup > Accounting > Setup Taxes > Germany (or any other supported nexus) > Print Tax Code Summary on Sales Forms = T.

3. Customize your transaction form of interest. 

4. Change the PDF layout to Transaction Layout with Tax Summary.

5. Customize the Transaction Layout with Tax Summary PDF Layout by navigating to Setup >Customization >Transaction Form PDF Layout.

Online Advertising and NetSuite - NetSuite Webstores Part 5

The internet has become an ever expanding resource for personal and business use. With its far-reaching consumer base, the internet's continual growth has provided advertisers access to previously inaccessible consumers via online advertising. In its most common use, online advertising is typically comprised of a variety of banner, email, and keyword advertising methods.

One of the most useful features in NetSuite is the built-in ability to track and report critical data from your online advertising campaigns. The NetSuite application includes:

• Search engine campaign creation wizard
• Keyword campaign management capabilities
• Several pre-built reports to manage both Google AdWords and/or Yahoo Sponsored Search purchases

Through lead tracking you can obtain useful information about your company's online advertisements, such as which advertisement content generates the most click-thrus, where leads come from, and more critically, where the most purchasers originate. NetSuite allows you to track advertisements in real time, allowing you to adjust, cancel or increase the budget of an advertisement based upon its performance, which enables you to maximize your return on investment through online advertising campaigns.

Getting Started

Create Marketing Categories

Setup -> Sales & Marketing Automation -> Campaign Categories.

NetSuite comes with preinstalled categories, we suggest expounding on these.

Example: parent category = Online, children = Social Media, Google Adwords, Press Releases, Banner Ad, etc.

Create Marketing Campaigns

Example: you wish to track your Sept 2011 press release, create a campaign and assign the category "online, press releases" or you wish to track a Google Adwords Campaign related to widgets, create a campaign and assign the category "online, google adwords"

Create Your URLs

Using the campaign IDs, add the lead source to the end of each advertisements URL in your Google Adwords account (note: the number at the end of the URL must correspond with the campaign ID in NetSuite or it will not track properly).

http://www.yourwebsite.com/productpage?leadsource=XX

**append your URL with ?leadsource=campaign id

Add Custom URLs

Use the custom URLs in your online advertising. For example, if you are posting a press release online include the custom URL as a hyperlink, or use your custom Google Adwords URL in your ad.

Start Tracking and Analyzing

NetSuite will begin to capture information from the custom URLs. For example if someone clicks on your Google Ad with the custom URL:

"http://www.yourwebsite.com/widget?leadsource=27" and fills out an online form or makes a purchase, NetSuite will create a lead/customer record. This data will then appear in various reports.

Noteworthy reports:

• Lead Source Analysis
• Campaign Response
• Campaign ROI
• Sales By Lead Source

Once these lead sources are added, NetSuite will begin tracking the results of your online advertising campaigns. If tracking is properly enabled then the following data should be returned: unique visitors, leads generated,cost per lead, number of purchasers, cost per purchaser, profit, return on investment and total revenue.

From this data you can then compare and contrast the campaigns to see which has the highest ROI, and is thus the most effective online advertisement for your company/product/brand.

The NetSuite module is a tool that will help companies to establish a clear picture of what keyword marketing dollars produce at each sales stage, allowing them to make more informed decisions about their marketing efforts. That will include tracking leads generated from keywords, through conversion, to revenue, profits, and ROI.

Like this post? Check out the other parts of the Netsuite Webstore blog series:

Part 1 - Using NetSuite eCommerce as a Content Management System (CMS)

Part 2 - Adding Information Items with Pictures and Forms

Part 3 - Search Engine Optimization (SEO) and your NetSuite Webstore

Part 4 - Website Tracking and Analytics

September: Tips & Tricks

1 - Automatic Image Re-size

NetSuite has the capabilities to automatically re-size images in your website. This removes the need to upload different sizes of the same image, and saves time and server space.

How it’s done:

1. Go to Setup->Other Setup->Image Resizing


2. Check the box under "Enabled" next to each type of image to be automatically re-sized.


3. Enter the maximum pixel height and width desiredfor each type of image.


4. Click “Save”

*Please note that NetSuite can only resize images less than 5 Megapixels.

2 - Reorder Points

To simplify what would otherwise be a tedious and error-prone manual process, you can set up reorder points and preferred stock levels on your item records, and place purchase orders for the appropriate items and quantities with one click by using the Order Items page.

• Reorder point: When the stock level of an inventory item dips down to or below the reorder point, it’s time to order more of that item. You can set the reorder point value above zero to give yourself a buffer of items to sell until the next shipment arrives.


• Preferred stock level: The quantity you want to have on hand after you restock the inventory item.

You can set or edit the reorder point and preferred stock level under the Inventory tab on your inventory item records. If you also use the Multi-Location Inventory feature, you may specify a different reorder point and preferred stock level for each location.

3 - Automatically Put Cursor in Global Search Box

A convenient short-cut for those frequenting their Global Search Box:

To have the cursor automatically displayed in the Global Search Box, simply hit ALT-G, and voila! you are good to go.