CDI Corp has to create many new items every day based on designs submitted by customers on their sales orders. At the end of the day the designs can end up on decals, magnets, or various other physical media types. There can be up to ten designs associated with any sales order, and the status of the sales order must advance along as the design work is completed. Each design must be approved internally, by the customer, and by the licensing department before going into production.
We implemented a highly-automated design management process that is 100% in NetSuite in order to optimize the entire process for CDI Corp. First, we created a "Design" custom record type to manage all the information associated with each design. Second, we created a "Design Manager" Suitelet that allows employees in the process to see and take action upon the design records that are in their lane. When it's time for a customer to approve the design, an email is automatically generated containing a PDF of the design and a hyperlink to an online approval page where they can enter comments and approve/deny the design. When the process is complete, the resulting item record is automatically created and added back onto the original sales order.