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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.
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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.
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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.
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Importing Leads
Leads from tradeshows, legacy systems or other sources can be managed and imported to NetSuite efficiently with SmartClient.
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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
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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.
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License Activation Steps
New SmartClients need to activate their license. This video demonstrates how to activate.
Key Benefits
- Use Established Excel Processes
- Real-Time NetSuite Access
- Increased Productivity
- Off-Line Data Entry
- Immediate Feedback
The SmartClient is a great product, I encourage everyone to have it available for at least some of their users.
-- Evan Goldberg
NetSuite Chairman & CTO
NetSuite Chairman & CTO
So far I am SUPER impressed, and I know my supervisors will be as well. I’ve been jumping through all kinds of hoops trying to get our post inventory adjustments into NetSuite, and this has been 50 times faster than even my best solution.
-- Garin Oaks
IT Director, LocoX.com
IT Director, LocoX.com
Our company processes thousands of vendor bills each month, and we needed a way to get this information into the system easily and effectively. Celigo’s Excel SmartClient was exactly what we were looking for. Importing our bills directly into NetSuite using SmartClient saves us hours of manual processing time every single month.
-- Scott Witmoyer
Vice President of Information Technology, Nobel Learning
Vice President of Information Technology, Nobel Learning







