Discover the Key to Making Sales Order File Management Smarter
Client Portfolio
Among our clients is a renowned manufacturer of pressure tanks and water treatment products. The manufacturer offers a whole range of pressure vessels. You can use them in heating, pressure boosting, reverse osmosis, and so on. These products reach Central and South America, Europe, the Middle East, Africa, Australia, New Zealand and Asia.
Requirement
The manufacturer came to Jobin & Jismi to automate the creation of sales order-related folders and files in OneDrive. This has to take place each time NetSuite creates a sales order. The client also wanted to integrate NetSuite with OneDrive. They wanted to streamline their sales processes and enhance collaboration.
Challenges
Our client had a large number of files in their file cabinet and lacked sufficient storage. They had also manually created folders and organized documents using document numbers. This led to numerous errors while uploading the files manually.
The impact of this problem on their business operations was significant. When the file cabinet reached its capacity, it adversely affected the overall performance. This forced them to upload the files to an external storage solution. This complicated their workflow.
Our Solution
Experts at Jobin & Jismi conducted a thorough analysis of the client’s requirement. They came out with a highly effective solution to solve the integration issues.
We developed a custom user interface or UI. It facilitates seamless display and enables the retrieval of files between OneDrive and NetSuite. This custom UI empowers us to fetch files from OneDrive and upload files from NetSuite to OneDrive with ease.
In addition, we implemented a unique folder creation mechanism in NetSuite, which automatically associates folders with Sales Order document numbers. Users can conveniently view files while uploading them to NetSuite file cabinet.
They can do this by retrieving the files from OneDrive. What if one needs to display the uploaded files once again? The user can fetch them from NetSuite and present them accordingly.
This two-way NetSuite OneDrive integration (integration between NetSuite and OneDrive) streamlines the file management process, enhancing productivity and collaboration for our client.
With this solution, the client no longer has to upload data to the file cabinet. One can view all the files via OneDrive unified external storage system.
One of the standout features of our solution lies in the innovative use of OneDrive’s Microsoft Graph API. This integration sets our solution apart from others and distinguishes it as a unique contribution to the NetSuite ecosystem.
Our professionals utilized Vue.js, NetSuite Suite Script, Microsoft Graph API and HTML for a smooth and seamless file management.
Customer Success
Employing an ideal business strategy and fostering valuable client relationships are essential for driving more business and boosting revenue. By effectively managing both aspects, an organization can achieve success. Thanks to Jobin & Jismi’s prudent involvement and seamless NetSuite Integration, the client is now reaping multiple benefits.
Our solution helped the client to seamlessly upload and retrieve data without relying on the file cabinet. This has had a positive impact on their business in the following ways:
• Reduction of manual errors and time saving: Our streamlined integration has significantly reduced manual errors, leading to greater efficiency and timesaving for the client.
• Optimizing utilization of the file cabinet’s size. Our experts did this by leveraging our custom UI and integration process. The client can now make the most out of their file cabinet’s storage capacity.
With the limited storage capacity of the file cabinet, they would have faced additional costs. However, our integration with OneDrive has provided them with 100 times more storage capacity at a lower cost compared to what NetSuite offers.
Way Forward
Our integrated solution has not only conquered the client’s initial obstacles but has also significantly improved their business operations. This accomplishment sets the stage for ongoing success and expansion in the future.
Jobin & Jismi ensures the integrated solution’s long-term success and effectiveness. By working together, we can bring about positive change and contribute to building a better sustainable world.
