Discover the Key to Making Sales Order File Management Smarter
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Client Portfolio
One of our valued clients specializes in manufacturing pressure vessels and water treatment products. Pressure vessels supplied by them are intended for different applications, including heating, pressure boosting, and reverse osmosis. Their end markets range from Central and South America to Europe, the Middle East, Africa, Australia, New Zealand, and Asia.
Problem Statement
The client approached us to automate the creation of sales order-related folders and files in OneDrive each time a sales order was created in NetSuite. To enhance their sales processes and collaboration, they needed integration between their NetSuite and OneDrive.
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.
What We Suggested
Our experts conducted a thorough analysis of the client’s requirements. They came out with a highly effective solution to solve the integration issues. Our solution included:
• Two-Way Integration: Make available a two-way integration so that users can upload files seamlessly from and download files to NetSuite from OneDrive, without any dependency on the file cabinet. With this solution, the client will no longer have to upload data to the file cabinet. One can view all the files via the OneDrive unified external storage system.
• Custom User Interface: Developing a custom user interface (UI). This way, there would be a seamless display, and files between NetSuite and OneDrive could be retrieved and rendered easily. This custom UI would empower the client to fetch files from OneDrive and upload files from NetSuite to OneDrive with ease.
• Folder Creation: A unique folder creation mechanism in NetSuite. This would create folders automatically according to the sales order document number. Users can conveniently view files while uploading them to the 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.
• Microsoft Graph API: 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 will utilize Vue.js, NetSuite Suite Script, Microsoft Graph API, and HTML for smooth and seamless file management.
This two-way NetSuite OneDrive integration (integration between NetSuite and OneDrive) streamlines the file management process, enhancing productivity and collaboration for our client.
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.
With our prudent involvement and seamless NetSuite Integration, the client is now reaping multiple benefits.
The upload and retrieval of data no longer require the use of the NetSuite 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 time saving 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.
