Auto Sent Email in NetSuite
One of our customers is a leading distributor of professional equipment in the United States of America. They deal with all sorts of drafting instruments, laboratory equipment, and scientific instruments.
Requirement
They wanted our experts to implement Auto Email facility to reach out their customers. The client wished to automate the process of sending emails for every invoice seven days before the due date. The mail has to include the invoice number and the amount.
It will serve as a reminder for the invoice that is due in seven days. And it has to be sent for each invoice that is created.
For overdue invoices, they want our team to send the email reminder fourteen days after the due date. They also want us to exclude some customers (client provided) from sending email alerts. For that, they wanted Jobin & Jismi to add a checkbox for each invoice and customer.
Solution
Our experts analyzed the requirements and met them through NetSuite saved search and scheduled script for invoices that are due and past due.
They used the saved search to show the user the list of emails that will be sent to customers. It also includes the scheduled script for mass sending of email alerts.
They did this to send email alerts for invoices that will be due in seven days. They created these alerts for invoices that are unpaid fourteen days after the due date.
One does not require auto alerts for certain customers and invoices. Therefore, our team created a checkbox on the customer page as a custom field. They created the invoice page as ‘excluded for overdue email alerts’.
The team also created a custom field on the customer and invoice pages. They did this to identify records that need to be excluded from the alerts.
Result
Our professionals were able to successfully meet the requirement of the client. The customer is now able to automatically send reminder emails to the invoices due after seven days. Customers marked as excluded will not receive any past due notifications.
Unlock the full potential of NetSuite with our expert Netsuite Customization Services that help you achieve your business goals. Contact us at contactus@jobinandjismi.com to schedule a consultation.
