NetSuite Automation

Evolve Your Business Procedures

NetSuite Workflows allow users to automate and streamline business processes by creating custom, rule-based actions triggered by specific events within the system. Automate tasks such as approvals, notifications, and data updates for increased efficiency, accuracy, and compliance.

Connecting the Dots

NetSuite Workflows

Take control of your business processes with NetSuite Workflows. One of our favorite areas in NetSuite is the workflow engine, often referred to as SuiteFlow. If you haven’t created a workflow to manage an internal business process, you are missing out on some powerful business tools.

Workflows bring your specific business processes into the NetSuite system. Stop using manual processes. With NetSuite, you can build a custom business process tailored to your unique company needs inside your NetSuite account. Workflows allow for a point-and-click graphical interface with no SuiteScript required; in other words, any one of your staff members could help create this process in your system.

SuiteFlow is a great ERP tool to have because it can also help automate an approval process on a transaction or record. This action allows for a seamless flow to happen, from one stage of approval to another. It can also validate information and direct certain users to follow an appropriate flow or internal process.

For example, a simple workflow could be defaulting a field on a form, or hiding a field if a particular user role views those records. A more complex workflow can involve multiple stages, transitions, and actions. Once the workflow is implemented, NetSuite keeps track of every stage in a workflow on a workflow log of the record. The workflow essentially lives within the record, to better aid in your audit trail of each stage, transition, and decision that ultimately helped you arrive at the current state.

We have the team, the expertise, and the solutions that you want when you need your NetSuite Workflows working for you.