Enhance Inventory Management: NetSuite’s Fulfilled Item Reports
Client Portfolio
One of our clients wanted to use the NetSuite customization capability. This was for developing a true custom report on Fulfilled Items.
They believed that these reports would enable them to analyze sales data. This would be done on the basis of Product Category, Line of Business, Product Revenue Type, Customer Segments, and Time Period.
This empowers them to identify top-performing products and thereby prioritize sales strategies accordingly.
Problem Statement
The client approached us to get a custom report to get a list of items from fulfilled sales orders. They also wanted the item key classifications.
Earlier, they tried several times to retrieve the data. But it became all the more complex. They wished to select the to select the date and other filters to further analyze the data. They also wanted to mail the report based on the user selection.
What We Suggested
Our team of experts developed a customized page using scripts. They also added a custom navigation called ‘Fulfilled Items Report’.
When the user clicked it, they navigated to a page that displayed orders and filters by default. This allowed them to check if there were any orders that they needed to fulfill.
Additionally, the user could send out emails containing a detailed report of the filtered data as an Excel attachment.
Customer Success
Our intervention helped the client gain clear visibility into their inventory and sales data. We enabled this by creating a customized page to display fulfilled item details and sales information. This enabled them to make informed decisions about their purchasing strategy and optimize their procurement process. By this report, they enjoyed more benefits such as:
• Consolidated Reporting: With Fulfilled Item Reports, they could consolidate multiple saved searches into a single report, eliminating the need to navigate through various search results.
• Simplified Data Presentation: Fulfilled Item Reports provided a more structured and intuitive way of presenting data, making it easier for users to understand and analyze inventory-related information.
• Advanced Filtering and Sorting: The Report offered additional filtering and sorting options that were not available in Saved Searches. This enabled users to refine data sets based on specific criteria, facilitating more accurate analysis.
• Improved Sales Visibility: The reports enabled the company to analyze sales data by Product Category, Customer Segment, and Time Period, empowering them to identify top-performing products and prioritize sales strategies accordingly.
• Expanded Field Selection: Fulfilled Item Reports provided access to additional fields that were not accessible through saved searches. This allowed them to gain deeper insights into its inventory, such as product attributes, supplier information, and fulfillment details.
Way Forward
Jobin & Jismi ensures customer satisfaction by understanding client needs, offering efficient remedies, and bringing about concrete advantages. They include optimized operations, consolidated data administration, automation, and risk reduction.
Based on feedback, we came to know that our collaboration helped the client accomplish their goals. They also laid the solid groundwork for business expansion and prosperity with our intervention.
