Ordering, Purchasing and Supplier Portals for Manufacturers on NetSuite
Manufacturers on NetSuite field the same questions all day: dealers asking for prices and stock, suppliers asking what has been ordered, branch staff asking purchasing to raise a transfer. SphericalBRM puts each of those on a role-based portal that reads and writes NetSuite records, so the answer is on screen instead of in someone's inbox.
The challenges you face
Dealers and distributors order by email
Channel customers send purchase orders as PDFs and spreadsheets. Someone in customer service re-keys them into NetSuite, checks pricing by hand and replies with availability.
Suppliers have no view of their purchase orders
Purchase orders go out as PDF attachments, and every question about what is open, what has been received and what has been paid comes back as a phone call to purchasing.
Branch and plant staff are not NetSuite users
Counter sales, receiving and stock transfers happen at locations where staff should not be learning the full NetSuite interface, so paperwork waits for someone who can enter it.
Lot and serial detail gets lost in translation
When orders are taken outside NetSuite, lot, serial and bin information is added later from notes, which is where mistakes start.
How SphericalBRM helps
B2B ordering portal for dealers and distributors: customer-specific catalogs, NetSuite price levels, kits and assemblies, orders created as NetSuite sales orders
Vendor portal (recently released) where suppliers and their contacts sign in and view the purchase orders issued to them and their transaction history
Employee screens for creating purchase orders, receiving against purchase orders and transfer orders, and creating transfer orders between locations
Lot, serial and bin detail captured on order lines, with auto-assignment where NetSuite inventory detail requires it
Role-based dashboards built from NetSuite saved searches or SuiteQL, so purchasing, sales and finance each see their own numbers
Key use cases
Dealer ordering portal
Dealers browse the catalog assigned to their account, order at their price level and track order status and tracking numbers from NetSuite.
Purchase-order view for suppliers
Suppliers see their NetSuite purchase orders with status and lines, plus past transactions, without emailing purchasing.
Receiving and transfer orders at the branch
Branch staff receive purchase orders and transfer orders, including partial receipts, and raise transfer orders to other locations; NetSuite gets the item receipt or transfer order.
Counter sales at the plant
Walk-in and will-call sales rung up on a touch-friendly register with scanning, customer lookup and cash or card payment, written to NetSuite as cash sales or sales orders.
Ready to transform your manufacturing portal experience?
See how SphericalBRM can help your business create better NetSuite experiences for every stakeholder.
