Host a Sale! Process
Will G
19 steps
2 minutes
Netsuite
1
Start from your Home Screen or from the Portal
2
On the Main tab, input the shop owner's information, if it's not already there, and then click onto the Custom tab.
3
Use the information from the Incoming Message to update the relevant fields for this Sale: Type of Sale, Start Date, and End Date. Then, save the case.
4
On the task created, click the Edit button.
5
When you've added the Sale signs and otherwise readied the space, mark this task Completed (you can also include a photo on the case form).
6
Click "Save" to close out this task.
7
Either from the Portal or your NetSuite Home Screen, navigate to this case's Edit page.
8
Click onto the Custom tab.
9
Follow the standard operating procedures for setting up a space for the sale, and then it's time to update the case.
10
Click the dropdown arrow next to Host a Sale Status.
11
Click "List"
12
Click "Host a Sale: Space Ready for Sale"
13
Click "Submit"
14
When the sale's End Date arrives, take down the signs and reset the space before updating the shop owner on the case form.
15
Now that the sale signs have been taken down and the space is reset, let's update the case status again. Click "Custom"
16
Click the dropdown arrow next to Host a Sale Status.
17
Click "List"
18
Click "Host a Sale: Space Reset after Sale"
19
Click "Save". This will send the final update to the shop owner. You can include a photo of the reset space as well.
Host a Sale! Process
Will G
19 steps
2 minutes
Netsuite
1
Start from your Home Screen or from the Portal
2
On the Main tab, input the shop owner's information, if it's not already there, and then click onto the Custom tab.
3
Use the information from the Incoming Message to update the relevant fields for this Sale: Type of Sale, Start Date, and End Date. Then, save the case.
4
On the task created, click the Edit button.
5
When you've added the Sale signs and otherwise readied the space, mark this task Completed (you can also include a photo on the case form).
6
Click "Save" to close out this task.
7
Either from the Portal or your NetSuite Home Screen, navigate to this case's Edit page.
8
Click onto the Custom tab.
9
Follow the standard operating procedures for setting up a space for the sale, and then it's time to update the case.
10
Click the dropdown arrow next to Host a Sale Status.
11
Click "List"
12
Click "Host a Sale: Space Ready for Sale"
13
Click "Submit"
14
When the sale's End Date arrives, take down the signs and reset the space before updating the shop owner on the case form.
15
Now that the sale signs have been taken down and the space is reset, let's update the case status again. Click "Custom"
16
Click the dropdown arrow next to Host a Sale Status.
17
Click "List"
18
Click "Host a Sale: Space Reset after Sale"
19
Click "Save". This will send the final update to the shop owner. You can include a photo of the reset space as well.
