General
General · 24 fields · 20 with a value · 4 empty
- Attendeescustrecord_ns_ps_attendees
- Aimee Lefebvre;;;Iris Velasquez;;;;Michael A Lefebvre
- Baserecordtypebaserecordtype
- customrecord_ns_ps_meeting_notes
- Customformcustomform
- Standard NetSuite PS Meeting Notes Form
- Emailcustrecord_ns_ps_meeting_note_email
- Yes
- Isinactiveisinactive
- No
- Lastmodifiedlastmodified
- 11/19/2018 4:44 pm
- Linenumberlinenumber
- 27
- Ns ps meeting datecustrecord_ns_ps_meeting_date_dt
- Nov 19, 2018
- Ownerowner
- Brooke Winterhalder
- Owneridownerid
- 8
- Rectyperectype
- NetSuite PS Meeting Notes
- Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey
- 152
- Scriptidscriptid
- val_36856_3701406_983
- Submitnext tsubmitnext_t
- customrecordentry
- Submitnext ysubmitnext_y
- 234
- Summarycustrecord_ns_ps_meeting_summary
- <p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">L2Q and C2R 11/19</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Monday, November 19, 2018</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">1:01 PM</p> <p style="margin:0in;font-family:Calibri;font-size:11.0pt"><span style="font-weight:bold">Meeting Attendees: Brooke, Mihir, Kristoff, Iris, Roxana, Aimee, Justin, Jordan, Michael (O2C), and Daniel (O2C)</span></p> <p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Setup > Sales > CRM Lists</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Where an Administrator or a role with Full permissions with CRM lists can create new ones/edit existing</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Below are the current list types</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Contact Category</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Contact Role</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Note Type</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Win /Loss Reason</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Sales Readiness</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Buying Time Frame</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Buying Reason</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Setup > Sales > Customer Statuses</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Where the Lead/Prospect/Customer stages have corresponding Statuses and Probabilities</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Brooke set the preferred Prospect Form = Spa World - Prospect Form</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Setup > Sales > Sales Preferences</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">24 hours, 48 hours = Need to make </span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Quote, opportunity, leads</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight: aqua">Saved Searches needed for Dashboard reminders (ACTION ITEMS FOR BROOKE)</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight: aqua">For a Case</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight: aqua">4 hours, 8, 24 hours = Cases</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight: aqua">Opportunity</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight: aqua">B2C = comes straight out of the B2C, so can just make into an SO from the Opportunity </span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight: aqua">B2B = need to change the Status of the Opportunity if they end up going elsewhere or not buying from SW</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Jordan wants, at least at the beginning, for the Sales Orders to save as Pending Approval</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">On a Sales Order</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Although items are On Hand, it shows that it is Back Ordered until it is Committed</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">A Rate must be added every time when they are having Custom pricing for their customers</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">OPEN ISSUE: Credit Card Gateway is not setup, but once it is under the Billing tab the CC Payment info can be included/brought over from customer record</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Daniel told Kristoff this is in the works and could be done end of this week/next week</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Once they Go live, THEN check off in Customer Preferences that the Sales Order will be "To Be Emailed"</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Beginning of next year, likely to have a new location </span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Specific Printing preferences for User</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Home > Set Preferences > Transactions > Choose format</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Advised to start off manually before setting up Billing Operations</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Finished up the O2C process, then went to R2C</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Advised to start the returning at a Return Authorization, and then receive it</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">If you do not know the specifics of the return, place the items in the Quarantine location in the meantime</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Wrap up of O2C Coverage will occur at the end of C2R call tomorrow</span></li> </ul> <p style="margin:0in;margin-left:.375in;font-family:Calibri;font-size:11.0pt"> </p>
- Templatestoredtemplatestored
- No
- Topiccustrecord_ns_ps_meeting_topic
- L2Q and O2C Walkthrough #2
- Topicscustrecord_ns_ps_next_meeting_topics
- <List the topics to be covered in the next configuration session>
- Typetype
- custrecordentry
No value 4
- Cc emailcustrecord_ns_ps_meeting_note_cc_email
- —
- NetSuite job record emailcustrecord_ns_job_record_email
- —
- Ns ps next meeting datecustrecord_ns_ps_next_meeting_date_dt
- —
- Versionversion
- —
System & IDs
System & IDs · 10 fields · 6 with a value · 4 empty
- Customform refidcustomform_refid
- -1234
- Entryformquerystringentryformquerystring
- rectype=234&e=T&id=27
- Idid
- 27
- InternalIdInternalId
- 27
- Owner refidowner_refid
- 8
- Rectype refidrectype_refid
- 234
No value 4
- Customwhencecustomwhence
- —
- Externalidexternalid
- —
- Nsbrowserenvnsbrowserenv
- —
- Selectedtabselectedtab
- —
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