Making the most out of NetSuite Reports
A Growing Gourmet Food Brand’s Case
Case Study

About the Client

The client is a Massachusetts based Gourmet Pasta brand with a more than 3 decades legacy. The brand serves across 35 states and has been a major supplier to restaurants in New England. The company has a boastful network of distribution partners and is steadily growing in its reach.

Requirements Overview

The client needed a more data-driven approach to their reports. The visibility offered in the as-is ERP environment was insufficient for them to gain insights into their business performance and growth.

Some concerns, like the need to filter reports in a specific order, time period-based performance comparison, and crucial data points were not being catered to through the standard reports. This called for custom reports to be built.

Technology

Report Builder, Suitelet Script, Saved Searches

ennVee Solution

ennVee started off with a detailed NetSuite Health Check to identify the concern areas or the impediments to the optimum utilization of their NetSuite ERP.
NetSuite is equipped with a range of reporting capabilities for analyzing business results in real-time. All users with access rights will be able to access all applicable standard and ad hoc reports. Though these standard reports served the purpose of surface-level data reporting for our client, they needed a provision for further insights from these reports.

The project involved a total of 19 reports across functions being customized to the Client’s needs.

Some of the Custom Reports delivered were as follows.

1. Top Customers based on sales – A sales order-based report for tracking top customers
2. Profit Reporting – A gross profit, stock item-wise report to track profitability at item level
3. Sorting of Sales Report: The client wanted to sort sales reports in ascending and descending order, a feature not available in standard reports. A report with ascending and descending sorting was enabled. In addition to this, an alphabetical ordering-based sorting was enabled with regard to customer names.

Some of the Saved Search Reports delivered were as follows.

1. Customer Report based on Sales Person: This saved search-based report comprised of an additional custom field involving the calculation of a commission on the sales amount.
2. Report of Material Cost: A cost and assembly items sale price-based report was enabled.
3. Work Order-based report: A work order comparison report was enabled for day-over-day comparison based on the creation date.

Functional Areas Covered:

General Ledger, Payables, Inventory, Receivables, Cash Management, Production