Oracle NetSuite Sales

Sets up the customer support process, including case types, origin types, assignment rules, territories, and escalation before the support team starts handling cases.

Covers creating and managing sales orders and cash sales, including renewals, order guides, and grid-based order entry.

Introduces NetSuite's commerce products, which link financials, inventory, and order management with merchandising, marketing, and customer service to support consistent B2B and B2C shopping experiences.

Covers the day-to-day lifecycle of a support case, from creation and routing through reply, escalation, and closure.

Provides the tools for generating and organizing new leads, including building online customer forms and tracking where each lead originated. Covers lead source data for both direct list imports and web store visitors.

Covers fulfilling sales orders and shipping goods to customers, including automation, carrier integration, and inbound shipment tracking.

Covers the customer-facing storefront experience, including themes, item display, checkout, search, order history, account management, and on-site marketing.

Lets sales teams build complex items by picking from an available list of options and features, with real-time validation, dynamic pricing, a visual preview, saved default configurations, and accessory add-ons, plus optional AI-guided assistance and manufacturing work order creation.

Covers generating customer invoices and bills, including standard billing, subscription billing through SuiteBilling, and electronic invoicing.

Manages how NetSuite recognizes revenue and expenses over time, including rule-based treatments, approval workflows, and compliance with standards such as VSOE and EITF 08-01.

Issue Management lets support and quality teams document, categorize, and track product defects, with configurable roles, statuses, severities, and types.

Covers the day-to-day work of running a campaign record: building checklists, assigning categories, scheduling events, defining target groups, and linking customers or transactions to a campaign. Also includes the campaign calendar and performance metrics.

Payment Processing covers capturing and disbursing customer payments securely, including tokenized Payment Instruments that reduce PCI compliance scope.

Knowledge Base organizes support content into searchable topics and solutions, helping customers self-serve and reps close cases faster.

Merchandising gives merchandisers the tools to plan ranges, manage the merchandise hierarchy, run promotions, and configure on-site search to drive sales toward commercial targets.

Generates customized quotes and proposals as PDF or Word documents from reusable templates built with HTML and CSS, pulling in dynamic data from configured items and transactions and using rules to include or exclude sections.

Covers building, scheduling, and analyzing email campaigns from HTML templates, including personalized content, DKIM authentication, and scheduled send times. Also includes lead nurturing sequences, newsletters, subscription management, and tracking how recipients respond.

SaaS Metric Reporting tracks subscription-based revenue metrics like recurring revenue, churn, and customer cohorts by analyzing billing schedules and transaction history.

Provides alerts and reports that help support managers track case volume, service levels, and rep performance.

Attributes site revenue and inbound leads to the paid search terms bought through services such as Google Ads. Covers naming conventions, bulk creation, importing, and exporting keyword data for submission to search engines.

NetSuite Pay is an integrated payment processing option that lets businesses accept and reconcile customer payments directly within NetSuite.

SuiteCommerce InStore (SCIS), a tablet-based, touch-screen point-of-sale application, integrates with retail hardware such as payment terminals and scanning equipment, and scales as a retailer's sales volume grows.

Automatically converts standard line items added through SuiteCommerce or other ecommerce platforms into fully configured items within a transaction record, running the conversion in the background via a scheduled script.

Analyzes customer purchase histories to identify items frequently bought together, surfacing upsell opportunities on customer records and sales transactions. Results can feed marketing target lists, sales tasks, or opportunity records for reps to act on.

Customer Returns covers two linked processes: tracking items customers send back, then crediting or refunding the customer for those returns.

Lets sales teams build searchable catalogs of items with advanced filters, so reps can quickly find matching products, offer add-on or premium items, and keep quotes complete with required-item rules.

Uses AI to calculate items a customer is likely to want, based on similar past purchases, related buying patterns, and comparable item attributes. Sales reps can pull the suggested items directly into a sales order, estimate, or open opportunity, and the same engine can show suggestions to shoppers on a SuiteCommerce storefront.

A set of reports covering sales orders, returns, invoicing, shipping, and inventory traceability across the order management cycle.

Builds online customer surveys from a custom record type through to distribution and response analysis. Survey forms can use a standard layout or a custom HTML template, and links sent by email or campaign automatically match each response with the person who submitted it.

Provides analytics workbooks for exploring invoiced sales, ordered sales, and monthly recurring revenue trends.

Provides a set of standard reports covering campaign ROI, response rates, click-throughs, and lead sources, including sales and leads generated by paid keywords.

Covers the preparatory setup needed before running marketing campaigns, including authorizing reply email addresses, defining subscription categories customers can opt into, and configuring the reference data used to evaluate campaign performance.

Walks through the setup tasks for sales force automation: creating sales teams, marking employees as sales reps, defining rules and territories for automatic lead routing, and setting the quotas reps must meet.

Gives sales reps and managers a configurable tool for predicting revenue, using tiered probability weighting and dashboard KPIs like total pipeline and new opportunities. Reps can override system-calculated figures with their own judgment through the forecast editor.

Gives sales reps a central record, the opportunity, for tracking a potential deal, and the estimate used to quote it, feeding pipeline visibility for managers. Opportunities and estimates are enabled separately and can be reported on individually.

Covers the customer-facing entity records, such as contacts, customers, leads, and prospects, that store purchase history, support cases, and communication for everyone a company does business with.

A SuiteApp that surfaces the most recent sales activity and marketing campaign touch recorded against a lead, prospect, customer, or contact.

Provides a large set of standard reports covering sales pipeline, activity, and orders broken out by sales rep, customer, and territory, in both summary and detail formats.

Calculates employee sales commission automatically from closed deals, based on schedules that can use total sales, quota attainment, quantity sold, or profitability. Reps see estimated and actual commission on their dashboard, and multiple schedules can be combined into a single commission plan.

Manages records for partner companies that refer or resell business without being a customer or vendor themselves. Partners can be linked to promotion codes, assigned commission plans, and, with multi-partner management enabled, more than one partner can be tied to a single customer.

Calculates and pays commission or royalties owed to partners automatically, using schedules based on measures like total sales, profitability, or quota attainment. Each partner can be assigned only one active commission plan per date range.

Provides standard reports on partner activity, sales, and the customers each partner has brought in, in both summary and detail formats.