Automated Customer Item Stock Listing Generation in NetSuite

A wholesale distribution client wanted a one-click way to generate three different PDF reports for each customer, directly from the customer record in NetSuite:

1. Client Copy - for the customer’s own reference.
2. Price List - showing applicable pricing.
3. Stock Insight - current inventory status.

The reports needed to:

• Include items previously purchased by the customer and additional items from the Item Pricing tab.
• Display real-time stock levels at the time of generation.
• Exclude specific items based on rules defined at the item record level, either for all customers or specific ones.
• Be automatically stored in the File Cabinet and linked to the customer record.

We designed a SuiteScript-driven automation for seamless PDF generation and storage:

1. User Event (UE) Script - Button Creation
   • Added a custom button on the customer record.
   • Clicking the button triggers a redirect to a Suitelet script that handles report generation.
2. Suitelet Script - Data Collection & PDF Creation
   • Runs multiple Saved Searches to gather:
     • Excluded items from item record settings.
     • Additional items from the customer’s Item Pricing tab.
     • All items purchased by the customer.
     • Current stock levels for all qualifying items.
   • Generates three separate PDFs with conditional column visibility based on the report type.
   • Saves all generated PDFs to the File Cabinet.
3. File Access & Customer Record Integration
   • After PDF creation, the user is redirected back to the customer record.
   • A banner notification with clickable links to the new files appears on the screen.
   • Another UE script lists all generated files in a dedicated tab on the customer record for easy access.

• High Volume Usage: Since Q3 2024, over 10,000 PDFs generated for 3,500+ customers.
• Time Savings: Eliminated manual data compilation for stock and price lists.
• Accuracy: Stock levels are captured in real-time, ensuring up-to-date customer communication.
• Improved Service: Sales teams can instantly provide customers with tailored stock and pricing information, improving responsiveness and satisfaction.