NetSuite App
NetSuite Advanced Entity Portals
A Relationship Management Solution for NetSuite ERP
Advanced Entity Portals is a platform built on top of NetSuite to allow companies to interact with their customers, vendors, employees, and any relationship that your company has with those entities! Give your vendors, customers, or employees a self-serve portal where they can view data that is relevant to them and interact with your company. No integration required!
About Advanced Entity Portals for NetSuite
Advanced Entity Portals is a platform built entirely on NetSuite, but it is not limited by the number of user licenses. It's an unlimited number of users and an unlimited number of possibilities. Below are the various components of the Advanced Entity Portals for NetSuite, which can be purchased in a modular fashion based on your business needs.
Unlimited Users. Unlimited Possibilities.
NetSuite Solution Features
- Vendor Portal
- Customer Self-Service Portal
- Employee Portal
- Drag-and-drop document upload
- OCR Functionality
- Native Vendor Onboarding
- Extensibility as a built-on-NetSuite solution
- Responsive design that works on any device
Business Use Cases
- Save on NetSuite licensing costs by giving entities access to NetSuite data through self-service portals
- A software company could manage customer support cases from within the customer portal
- Allow customers to track item shipments
- Time saving for companies that do vendor onboarding
- Easily manage periodic vendor reviews
NetSuite Vendor Portal
NetSuite Vendor Management
The NetSuite vendor portal available through Advanced Entity Portals is fully customizable! Vendors in the onboarding process will only see a limited view of the vendor portal, for example just two tabs, one with the onboarding questionnaire and one with the compliance documents.
Then, once a vendor is onboarded, they see a more detailed view in the NetSuite vendor portal. A vendor who's been onboarded sees all the information you have associated with them, including things like their address details, the contacts within the vendor, and more! Integrate with Advanced AP for NetSuite to achieve maximum process automation!
NetSuite Customer Portal
NetSuite CRM System
Manage CRM in NetSuite with this NetSuite customer portal available through Advanced Entity Portals! It is fully customizable and can be branded to match your company's colors.
Your customers can log in and see all the customer's transactions, the amount and status of their orders, and can click in and view the details of these transactions. Integrate with CPQ for NetSuite to allow customers to shop configurable items within the portal.
Customers can even make payments right from the portal!
NetSuite Employee Portal
NetSuite Employee Administration
Certain employees don't need to log into NetSuite, but they need to be kept up to date with reporting, forms, or handouts stored in NetSuite. This is where the NetSuite employee portal available through Advanced Entity Portals comes in! The unlimited users for NetSuite Advanced Entity Portals mean that you can save on licensing costs while providing a robust NetSuite employee center!
This keeps everything your employees need to access within your NetSuite ERP system. Use it to onboard employees, or to share information by publishing newsletters, your employee directory, HR manual, or holiday list. It could also be used for project management, to allow employees to log time on projects.
NetSuite OCR
Optical Character Recognition for NetSuite
The OCR engine will look at documents, such as invoices, that are dragged and dropped in to Advanced Entity Portals, scrape the data out, and create staging records within NetSuite.
You can put validations in place that the staging record needs to pass. If there is an error, NetSuite invoice OCR stops at the staging phase, and someone from the company can go in, look at the errors, correct them, and kick off the rest of the process.
This works with any workflows set up within NetSuite and won't interfere with any two-way matching, or three-way matching, or any other rules you have set up. (Document storage is powered by NetSuite Document Collaboration.)
Vendor Onboarding Questionnaires
Easy-to-use Vendor Onboarding Tools for NetSuite
The NetSuite Advanced Entity Portals solution allows you to configure questionnaires for the vendor onboarding process! Define questions and sections, and combine them into questionnaire templates. For example, you could have separate templates for different vendor types, or for onboarding of a new vendor vs. reassessing an existing vendor.
Vendor Onboarding in NetSuite
NetSuite Vendor Management
Set up different levels of approval and assign different employees as approvers, or even set up a relationship manager. When you give a vendor access to the portal, you have the option to send them a welcome email with a template of your choice.
Demo: NetSuite Document Collaboration
NetSuite Document Collaboration is a document management solution for NetSuite that integrates with NetSuite Advanced Entity Portals, allowing for file storage, sharing, versioning and approvals through the portals.
FAQs
Yes. The solution is designed to support an unlimited number of portal users rather than requiring a full NetSuite license for every external or limited-access user.
They can. Businesses can use self-service portals to provide customers, vendors, or employees with access to relevant NetSuite information without purchasing a standard NetSuite user license for every person.
Yes. Documents uploaded through Advanced Entity Portals can be processed with OCR functionality that extracts data and creates staging records in NetSuite for validation and further processing.
Yes. Portal views, workflows, onboarding processes, questionnaires, permissions, document handling, OCR rules, and other functionality can be customized to match your business processes.
The cost to implement Advanced Entity Portals depends on which portal modules you need, the number and complexity of workflows, branding requirements, OCR functionality, document collaboration, and any custom development. Anchor Group can provide an implementation estimate after reviewing your requirements.
What’s next
Make your day-to-day work easier and get back to what matters most with this NetSuite app to streamline your workflow and simplify daily tasks. Reach out below and let’s get you rolling.
Need something a little different?
If you’re not seeing the exact fit you need, no worries—we also build affordable custom solutions to fit your business, your workflows, and the way your team actually works.
Reach out and let’s build a solution that fits like it ought to.
