• Adding Promotion Codes

    E-commerce companies rely on promotions to distinguish their brand and increase sales.  Watch how the SmartClient enables NetSuite users to manage promotion codes efficiently.

  • Working with Line Items

    This video demonstrates how to retrieve and transactions and edit individual line items. Specific examples will include working with the quantities, items and prices on a Sales Order.

  • Working with Estimates

    The SmartClient allows sales executives to manage NetSuite estimates offline. Whether your staff want to create client facing estimates in Excel or manage un-tethered to the Internet and upload to NetSuite.

  • Importing Leads

    Leads from tradeshows, legacy systems or other sources can be managed and imported to NetSuite efficiently with SmartClient.

  • Inventory Adjustments

    Cycle and physical inventory counts can be made efficient using the SmartClient.  With a few steps the SmartClient automates the creation of inventory adjustment transactions and import of updated inventory levels

  • Activating or Refreshing the SmartClient

    SmartCient users that have recently upgraded their SmartClient or added new custom fields will need to refresh their SmartClient instance.

  • License Activation Steps

    New SmartClients need to activate their license.  This video demonstrates how to activate.

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