Intelligent Automation for NetSuite

Intelligent Automation is at the heart of Salora ERP’s approach to streamlining operations and enhancing productivity. This concept leverages advanced scripts, tools, and programs that evolve to meet users’ needs within NetSuite. By automating routine tasks, synchronizing data across platforms, and simplifying complex processes, Intelligent Automation makes NetSuite easier and more efficient to use. Salora ERP developed this system to help businesses achieve their goals faster and with greater accuracy, allowing users to focus on strategic growth rather than getting bogged down by administrative tasks.

The Suite Advantage

Salora ERP’s Intelligent Automation system is like the blueprint of a well-structured business plan. Centralizing your data with evolving NetSuite applications provides a solid base for intelligent automation. This approach ensures seamless synchronization and consistency across your business operations, much like a well-oiled machine.


DUNNING+ • SYNCARD • SYNCTOK • SYNCJET


Dunning+:

Automating accounts receivable processes is a game changer. Dunning+ ensures timely communication with customers about overdue invoices, sending automated notifications based on predefined schedules. This allows your team to focus on more strategic tasks rather than getting bogged down in manual follow-ups. Customizable templates mean your communications can be as unique and professional as your brand.

Insightful analytics provide detailed reports on payment behaviors. Dunning+ helps you identify trends and areas for improvement, allowing you to make informed decisions to optimize your accounts receivable processes. This tool accelerates cash flow and reduces administrative burdens, ensuring your financial operations run smoothly.

  • Pre-Configured Schedules: Automatically sends 30, 60, and 90-day invoice reminders, with the option to customize schedules and bulk email transactions.
  • Multiple Email Recipients: Supports sending reminders to multiple email addresses, ensuring all relevant parties are informed.
  • Consolidated Emails: Combines multiple overdue invoices into a single email to avoid spamming customers.
  • Automated Statements: Automatically sends statements with 60 and 90-day reminders, or can be customized to send on a preferred schedule.
  • Custom Comments: Allows you to record and review comments on invoices and customer records, maintaining a comprehensive note history.
  • Receivables Profile: Provides out-of-the-box reports for clear insights into receivables.
  • Alerts: Notifies you of customers and invoices excluded or paused from reminders.
  • Invoice Status: Tracks the status of each invoice, progressing from normal dunning to payment confirmed, in dispute, or write-off.
  • Interactive Drilldown: Offers the ability to drill down into detailed data directly from summary reports, enhancing data visibility and decision-making.

Transitioning from accounts receivable automation, let’s explore how SynCard enhances the payment experience.

SynCard:

With #SynCard, the payment process becomes both seamless and secure, enhancing customer trust and satisfaction. SynCard integrates with Card Connect to offer a secure, externally hosted payments page, significantly reducing the risk of data breaches. This integration ensures smooth payment processing and reconciliation, which means fewer errors and enhanced efficiency.

By automatically syncing payment data, SynCard simplifies the reconciliation process. Accurate financial records can be maintained without the hassle of manual data entry. This synergy between Dunning+ and SynCard creates an environment where efficient receivable management and secure payments work hand-in-hand, enhancing your overall financial operations.

  • Customizable Payments Page: By running a hosted payment page directly within NetSuite, SynCard offers faster processing times and reduced costs by eliminating dependencies on external pages or services.
  • Pay Now Button: Generates invoices that include a “Pay Now” button, directing customers to the hosted payment page to complete their payment, simplifying the payment collection process.
  • Split Payments: Facilitates the processing of split payments, allowing for flexible payment options.
  • Order Triggers: Automates actions based on order triggers to streamline payment processes.
  • Comprehensive Reporting: Provides detailed reporting features for better financial oversight.
  • Security Compliance: Ensures compliance with security standards, reducing the risk of data breaches.
  • Synchronized Transaction Data: Automatically synchronizes transaction information such as sales orders, invoices, and customer refunds, ensuring accurate and up-to-date payment data across all pertinent pages and data sheets.

Next, let’s delve into the innovative integrations for third-party applications with SyncTok and SyncJet.

SyncTok:

#SyncTok is a pioneering e-commerce integration that connects TikTok Shop data directly to NetSuite. Automatically syncing products and inventory levels between NetSuite and TikTok Shop ensures that stock information is always up-to-date. This eliminates the need for manual updates and reduces the risk of overselling or stockouts.

The order fulfillment process is streamlined as SyncTok syncs TikTok Shop orders to NetSuite. This integration enables efficient order processing and tracking, simplifying the management of your e-commerce operations. Financial reconciliation becomes straightforward as SyncTok syncs settlement data, providing clear visibility into your revenue and expenses. SyncTok sets a new standard for e-commerce integrations, ensuring accurate data management and efficient operations for TikTok Shop businesses.

  • NetSuite Product to TikTok Product: Automatically syncs product information from NetSuite to TikTok Shop, ensuring consistency across platforms.
  • NetSuite Product to TikTok Product Inventory: Keeps inventory levels updated in real-time between NetSuite and TikTok Shop to prevent overselling.
  • TikTok Order to NetSuite Sales Order: Converts TikTok Shop orders into NetSuite sales orders for streamlined order processing.
  • NetSuite Fulfillment to TikTok Fulfillment: Syncs fulfillment data from NetSuite to TikTok Shop, ensuring accurate order tracking and customer updates.
  • TikTok Settlement to NetSuite Settlement: Automatically reconciles settlement data, providing clear financial visibility and simplifying reconciliation processes.

SyncJet:

SyncJet creates a synchronized environment for better accounting practices and procedures for JetBuilt users. Data flows seamlessly between JetBuilt and NetSuite, reducing errors and enhancing efficiency. SyncJet ensures real-time data synchronization, facilitating accurate financial reporting and tracking. This integration is particularly beneficial for businesses relying on precise data for project management and cost estimation.

SyncJet’s ability to tailor data synchronization to specific business needs maximizes operational efficiency. Providing accurate, up-to-date information supports better decision-making and enhances overall business performance. SyncJet sets a new standard for integrations with JetBuilt, offering a reliable solution for businesses seeking to streamline their accounting practices and improve data consistency.

  • NetSuite Product to JetBuilt Product: Automatically syncs product information from NetSuite to JetBuilt, ensuring consistency across platforms.
  • NetSuite Product to JetBuilt Product Inventory: Keeps inventory levels updated in real-time between NetSuite and JetBuilt to prevent overselling.
  • JetBuilt Order to NetSuite Sales Order: Converts JetBuilt orders into NetSuite sales orders for streamlined order processing.
  • NetSuite Fulfillment to JetBuilt Fulfillment: Syncs fulfillment data from NetSuite to JetBuilt, ensuring accurate order tracking and customer updates.
  • JetBuilt Settlement to NetSuite Settlement: Automatically reconciles settlement data, providing clear financial visibility and simplifying reconciliation processes.
  • Real-Time Data Synchronization: Ensures seamless data flow between JetBuilt and NetSuite, reducing errors and enhancing efficiency.
  • Accurate Financial Reporting: Facilitates precise financial reporting and tracking.
  • Custom Integrations: Tailors data synchronization to specific business needs, enhancing operational efficiency.
  • Interactive Drilldown: Allows detailed data analysis directly from summary reports, enhancing data visibility and decision-making.

Salora ERP’s Intelligent Automation system offers a transformative approach to business operations. By automating processes and providing real-time data insights, it enables businesses to operate more efficiently and make informed decisions. Discover how Salora ERP can revolutionize your business operations today.

Contact Us and let’s make NetSuite easier today!

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