Bill approval WF, Customize o/fulfil HTML, Saved search formula
Client Overview
Industry: Technology Distribution
Location: Spain (Operations across Europe and Southeast Asia)
Employees: 250+
ERP Platform: NetSuite OneWorld
Business Challenges
1.Bill Approval Workflow
- Manual approvals delayed vendor payments by 3–4 days.
- Lack of role-based controls sometimes caused duplicate approvals.
2.Custom Order Fulfil HTML
- Standard templates could not meet multi-language and branded layout requirements.
- Customers demanded real-time tracking and visually rich email communication.
3.Saved Search Formula
- Complex multi-subsidiary margin reports required advanced formulas.
- Finance teams spent hours exporting and manipulating data offline.
Our Solutions
1. Automated Bill Approval Workflow
- Designed a two-level approval process in NetSuite using SuiteFlow.
- Implemented threshold-based routing (e.g., invoices over USD 10K auto-routed to the CFO).
- Enabled email notifications and mobile approvals.
2. Custom Order Fulfil HTML
- Built a responsive HTML template within NetSuite Advanced PDF/HTML.
- Delivered multi-language order emails (English, Spanish, French).
- Embedded real-time shipment tracking links for customers.
3. Advanced Saved Search Formulas
- Created multi-subsidiary margin calculations using complex formula fields.
- Developed a dashboard with KPIs such as Gross Margin by Product Line and Region-wise Fulfilment Efficiency.
- Automated scheduled delivery of reports to regional managers.
Key Results
Metric | Before Implementation | After Implementation |
Vendor Bill Approval Time | 3–4 days | < 12 hours |
Order Fulfil Email Accuracy | 85% | 99% |
Monthly Finance Report Prep Time | 8 hours | 30 minutes |
Success Factors
- Robust SuiteFlow logic for approvals
- Responsive and branded custom HTML design
- Optimized saved search formulas for cross-subsidiary analytics
Client Feedback
“Automation eliminated major bottlenecks in finance and operations. Our customers now receive branded, real-time fulfilment updates—something we struggled with earlier.”
— CFO, Orion Tech Supplies (Spain)
About Us
Tech i-vin Technology is a certified NetSuite partner delivering end-to-end ERP customizations for global clients.
Contact us to learn how we can help streamline your NetSuite workflows.