Two of NetSuite’s primary record types are entities and transactions. Entities are either people or companies. NetSuite divides these into contacts, leads, prospects, and customers, based on where they are in the sales cycle. Transactions are financial or inventory-related interactions that your company has. A few examples of transactions: sales order, invoice, purchase order, item fulfillment, cash sale, and return authorization.
ERP Buddy provides quick, mobile access to the key information regarding entity and transaction records. You can request those records using just your voice. For instance, just press the microphone button and say, “Show me customer Miguel” or “I want to see contacts named Francis at Company Tesla.” Notice you can use AND and OR operators to ask precise queries, if desired. So let’s break down this process even more to demonstrate its ease. You opened the ERP Buddy app, clicked a button, and spoke (or typed - your choice!) an easy request, just as if you were talking to another person. Suddenly, in scrollable, mobile-friendly format, you now have a list of all of Miguel’s communication logs, notes, transaction history, and future transactions like estimates or the contacts of Francis at Tesla. It really is that simple! Once you are viewing the record, ERP Buddy then streamlines the process of performing common everyday tasks related to that record. At the push of a single button you can call, email, navigate to the address of, or leave a note for that entity record. Leaving a note can be done with your voice, so you can do it on the go without even looking at your screen. You may also view, edit, and delete previous notes on the record. After your call is over, or your email is sent, ERP Buddy reminds you to log the communication, a process which is made simple and easy. Not only does the ERP Buddy app help sales representatives, it helps sales managers and anyone performing analytics on the sales cycle, because now you have a lot more, high-quality data logged about your CRM interactions.
Transactions work just as with entities in that you can access them directly from the chat module. Again, just press the microphone button and say something like “Show me sales orders for Customer Tesla” or “Fetch invoices for customers in Wisconsin.” For both entities and transactions, if too many results are returned for your voice query, you are given the option to further refine your search by other criteria, such as name or record type. Once on a record, you can easily change the status. For instance, you can approve a sales order, or change a lead from unqualified to qualified status. Transactions and entities are also internally linked to each other. You can quickly reference the customer record from a sales order and vice versa.
Two other time-saving features ERP Buddy offers are KPIs and a Recent Records carousel. KPIs are key performance indicators which tell you at a glance how your company is performing. In easy-to-read bar charts you see your total sales, total amount invoiced, and total number of new leads, prospects, and customers created. Each KPI can be fine-tuned to your preferred level of detail (this day, month, or year compared to the six previous). Enjoy easy access to these indicators right on your homepage. Finally, the Recent Records carousel allows you to see the last 20 records (entities or transactions) you viewed in the app, so you can quickly pick up wherever you left off last.