Old vs New Terminology
The Netsuite terminology for a Prospect
What is an Opportunity?
The name of the fulfillment method where stocked items are shipped via a third-party carrier (ex: FedEx)
What is 3rd Party Carrier?
This is when a sales order has been created but requires managerial approval before it can proceed further
What is Pending Approval?
In GERS / EBOB we knew these as 'Packages' or 'Sets'
What are Kits?
The Netsuite terminology for a SKU
What is an Item?
Formerly known as a CRM, this fulfillment method describes a customer dropping off items at a showroom or CSC
What is a Customer Drop-Off?
This describes when an order has been approved and is waiting to be fulfilled
Formerly known as ITEM and INAV in GERS, in Netsuite we will call this
What is an Item Record?
Formerly known as a 10/10 no dep, in Netsuite we call this a
What is a Quote?
The fulfillment method that describes RMA (Return Merchandise Authorization) pickups by a delivery team
What is RF Pick-Up
We use this terminology when some items on an order have been fulfilled, but others are still pending shipment
What is Partially Fulfilled?
The Netsuite terminology for a Customer Code
What is a Customer Record?
In GERS / EBOB we knew this as a 'Service'
What is a Case?
This describes the fulfillment method of non-stocked items such as PSO's and CSO's
What is Drop Ship?
This is when an entire order has been fulfilled and is waiting to be billed to the customer
What is Pending Billing?
Formerly known as AR Comments, in Netsuite we know these as
What are User Notes on a Customer Record?
Formerly known as a CRM, in Netsuite we call this
What is a RMA (Return Merchandise Authorization)?
This is the fulfillment method that should NOT be used by the showrooms as it is reserved for certain items that do not have physical inventory
What is None?
We use this terminology to describe when an order has been fully billed and the associated invoice has been created
What is Billed?
This is where what we know as SO Comments can be found in Netsuite
What is Communications Sub-Tab on a Sales Order