When creating a Purchase Order (PO) from a Sales Order (SO) in NetSuite, desire to only populate the PO->ItemList with Items from SO which are set to a specific Item->Location even when they share Preferred Vendor.
How can we achieve this? Thinking perhaps a Workflow can check the ItemList when the Create PO link is clicked on an Item.
Our solution ended up being to identify the items which were not to be added to the PO. Then we set the quantity to 0 and added a User Error message upon saving if they were still on the PO. This could be achieved via some scripting, though this was sufficient for our needs with this workflow process.
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My goal is to use a user's answers to a few questions to trigger custom emails being sent to them with filtered content on my wordpress website. It seems like this is a common need, but can't find anything that allows it, or even is the right base to build a custom solution.
There are 3 main features I'm needing to do: First, the signup form lets users choose a few criteria via selection boxes.
Next, the captured information triggers an email being sent that matches the content they chose. For example, if the user says they're interested in waterskiing, the email that is auto sent would show the most recent posts in the water-skiing category.
Finally, the user responses would need to be saved to trigger actions at a later time if the content is not available yet. So for example, if they are interested in bowling, but there are no entries on bowling, nothing happens. However, once a post gets entered in this category, they are automatically emailed with that recent entry.
Any clarity you can provide here on plugins, software, etc that would lend to this functionality is much appreciated!!
How can we send a email to the user reminding them that some products are available in their wishlist?
I have seen this functionality on many sites and I wish someone would have Implemented it by now.
There should be a way to Do this program way.
Also There is no way available in magento to see wishlist report,like which item is most available in wishlist or top 5 wishlist products.Is there a way to Implement Both the things
Thanks in advance
Unfortunately there is no out of the box solution for both of your issues.
There does exist a $14.99 module that will give you more insight on wishlisted items and the relative customers: http://www.magentocommerce.com/magento-connect/admin-global-customer-wishlist-viewer.html
As for sending emails to those customers, this type of functionality exists in Magento Enterprise Edition. You have the ability to automatically send emails to customers with wishlisted items - unless you are willing to shell out $15,000 for the enterprise version, you are a bit out of luck here.
You can either utilize a email blast service like MailChimp which integrates directly into magento to send focused email blasts OR do some custom development work.
You can do this with MageMail. (Full disclosure: I'm the founder of MageMail).
In case you're looking to build this custom, you basically just want to pull in the wishlist_item table and join on the customer table to get the customer associated with the wishlist item.
One gotcha to keep in mind is that all of the wishlist items are included in the same wishlist, regardless of when they were added (they're not like quotes in that regard). So if you're building this custom, you'll want to make sure to build it in such a way that it will follow-up based on the date the wishlist item was added and not the date of the wishlist record itself.
I think that Enterprise has support for multiple wishlists but I haven't seen it in use much in the wild.
I think you can do exactly what you need the following way:
1. Segment your customers according to their wishlist records with Market Segmentation Suite extension. You can put users with particular wishlist item into a group or form a customer group of all users with non-empty wishlists. You can then export those segmented lists for future use.
2. Follow up your customers according to segmented lists you made with emails tailored to specific customer groups with Follow Up Email.
As for wishlist reports you can track which products have been added to customers’ wishlists, when the product has been added, how many days this item is in the wishlist with Advanced reports unit named Users Wishlists by aheadWorks.
So, these are 3 different extensions, but they definitely cope with the task you describe.
I am using Microsoft CRM 4.0. I currently have many accounts that need to be updated by the sales person assigned to the account. What would be the best way to notify the user of the update? Also, It would be nice if there was also a way to notify me back that the task had been completed. I was thinking the best way would be through a workflow but It does not allow me to select multiple accounts at once to notify the user, of which ones need the update. I also have mobile access with CRM.
You're on the right track. You could use a combination of workflows to accomplish this. I don't know what exactly it is they need to update but you could create a bit flag called new_isrecordupdated and then create workflows that wait until the fields needing to be updated are changed. When they are you can set that flag to true. Then have another workflow sleep for X days and verify that the field is false, if so send out an email to the user.
If you need them to complete tasks, then the workflow will need to sit on the tasks if they're regarding an account. On a status change of completed, update the flag to false.
Again, I'm not sure what you're looking for them to update so I can't say with 100% certainty that this is what you need.
Depending on how many accounts you are talking about, you may want a scheduled console application to find all of the outstanding accounts that still require attention. It could then create a single email for each sales person each day with links to each of the accounts that still required attention.
You could also have a single daily report letting you know which accounts had been updated and which were still needed updating.
These could be done with a scheduled application or an SSRS Report.
In addition it would be helpful to add a view for your sales reps that showed them the complete list of accounts that they needed to update. You would also want a similar view sorted by the assigned owner.
This way you have notification, but not abusive notification if a lot of these are happening and you have a way for both you and your salesmen see anything outstanding with a simple glance at a view.
You would probably need to have a boolean to set an account as needing an update, and then you could use a plug-in to reset that flag whenever the owner updated it along with setting a last updated date. This would give you the fields to flag an account as needing to be updated and the date would allow you to see which accounts had been updated by their owners.
Is there anyway, using google analytics, to track a user's journey/selections through a long form so I can see where they drop off?
I've created a 'contact us' form which starts with drop down menu which requires the user to make a choice i.e. apply for job, apply for funding etc. and then each option requires the user to fill out a form, which is completed over serval steps.
Is there a way to track a user's individual form choices from their initial selection on the Contact Us page through to the form being submitted? That way I could see where in the form journey the users are dropping off.
If the form is a multi-page form, then you can use Goal Funnel tracking to obtain reports which will help you understand how users fail to complete the form:
http://www.google.co.uk/support/googleanalytics/bin/answer.py?hl=en-uk&answer=55515
The Regular Expression matching in Goal Funnels is quite useful if you have different paths or different form URLs for the same goal. You could also track multiple page views per actual URL, if you wanted to monitor the users who move onto a different step on a single URL.
If you need to analyze how users complete a particular form, you could use Event Tracking to record when each field is completed. You will need to carefully think about how you wish to use Event Tracking to obtain the information you require.
http://code.google.com/apis/analytics/docs/tracking/eventTrackerGuide.html
But Google Analytics is not good at tracking individual users' behavior. You may wish to take a look at ClickTale if you want to do more advanced form usage analysis.
I need to create a multilevel Approval Workflow for following scenario:
Workflow starts once item is created employee (Say in a ProductList) for certain Amount.
Manager Approves the workflow.
If Amount is < $5000, email goes to Employee as approved.
If Amount is > $5000, further approval is required. Item goes for further approval to VP and then CEO.
I am getting many examples on workflow, most of the examples are sending just an email based on condition. I need sending for further approval based on condition.
Create a list with the following columns
a. Product Name (Text box)
b. Price(Text box)
c. Mgr approval (choice)
d. Final approval(Choice)
Hide column c & d using JavaScript when user enter the value
a Create a workflow in item created for sending mail to manager
Show the column c using JavaScript or the manager
Create another workflow for send mail to final approval on item edited event after checking following conditions
a. Amount >5000
b. Mgrapproval (c) status is approved
Show the column d using JavaScript for the final approval
You can use simple JavaScript if the mgrapprover and final approver does not change. If these values are dynamic it is better to create a webpart for generating JavaScript by checking the login user group.
I would do the following:
Create a list with your approval items in it
Create an approval request as you have done
Check whether the amount >= 5000
If it is ask for approval from the VP and CEO (follow the same steps as you do for step 1 but this time using VP and CEO prefixes for your variables and collection tasks).
If possible, I'd also reference external lists for the amount to check at, and for the VP and CEO names - so that you dont have to redeploy the workflows when the amount changes or the VP/CEO change.
Theres a good write up of a similar multiple approval SP workflow scenario here
As an Aside, you might not want to send the emails with the task url, I'd suggest coding the actual edit page urls into the email so that users (i.e. Managers, VP and CEO) dont have to view the task, then click edit item, then approve, by viewing the Edit screen you can get the url and input your Workflow TaskItemID into the url directly which will give the end user a better overall experience. Only one button click to approve/reject instead of multiple clicks to just get to the screen.
I did this kind of thing by having a workflow like yours on the first list and when a certain condition is fullfilled(like >5000$), I move the item in another list where another workflow process it for approval like you need to. It may seem like your multiplicating workflow, but I usually prefer to have more pretty simple workflow than one workflow that does a lot of things.