Complex location selection in NetSuite
One of our Canadian clients who are in the business of home décor had a custom requirement in NetSuite. NetSuite by default provides a feature known as” Auto location assignment” to help businesses with warehouses and order fulfilment. But here our client requires multiple conditions and checks to do for assigning an auto location and that is why we are looking for a custom solution.
Our client prerequisite was to automate the line-level location population when the sales order status changes from Pending Approval to Pending Fulfillment. In laymen’s terms, the client wanted to automate the warehouse allocation process once the sales order is approved. The client also required us to map these warehouses in accordance with the source of the customer order, i.e., assign warehouses that are close to the customer state/country for speedy delivery.
Our developers had to confirm the item availability in multi-level location check based on state wise custom location preference setup along with all item availability in that location.
Our developers initially created a custom record and plotted which warehouse is to be allocated to which state according to the data given by the client. Further, we conveyed the idea of assigning 3 warehouses for every state so that the order is not cancelled because of the lack of availability at one location. Our developers created a script that checks if the item ordered by the customer is available in any of the three warehouses. Importantly, the script checks if the selected warehouse is able to fulfill all the items in the customer order.
The script to check the warehouse only runs when the user clicks on the ‘approve button’ in the sales order. Our developers also added various options for the client to manually override the warehouse selection process if necessary. Notably, the script returns an error message if the required items are not available in any of the warehouses. This error message can be manually altered and can be run once it is fixed.
The customization was beneficial to the client as it made their order management an effortless process. It automated warehouse selection and item availability which ultimately helped them to reduce manual effort and time.