If you have made any changes after the Data Snapshot period (which was implemented 48 hours before your go-live date), you will need to manually update these changes in the respective system.
Below are NetSuite report links that can assist you in identifying changes made after the Snapshot period, along with instructions on how to enter these changes or additions into the respective system.
Note: The NetSuite reports capture any changes/additions ON or AFTER the selected date in the filter section. This date should be two days prior to your go-live. It will default to two days prior to the day you run the report (assuming you are running this report on go-live day).
Instructions List and NetSuite Reports:
Products (Lightspeed)
NetSuite Report: Products
Pricing:
Composite products:
Watch this video or follow these instructions to add and edit composite kits.
Suppliers (Lightspeed)
NetSuite Report: Suppliers
Navigate to Catalog > Supplier in the left menu, select a supplier, and click the Edit icon to confirm details.
Watch this video or follow these instructions to add and edit suppliers.
Accounting Suppliers (Xero)
NetSuite Report: Suppliers
Follow these instructions to edit or add a new supplier.
Purchase Orders (Lightspeed)
NetSuite Report: Purchase Orders
Follow these instructions to verify the status of Purchase Orders.
Watch this video to learn how to create new Purchase Orders.
Contacts List (Vital)
NetSuite Report: Clients
Watch this video or follow these instructions to correct contact details.
Watch this video to learn how to link or unlink contacts.
Real estate agent Setup: Watch this video or follow these instructions to create Real Estate as Company contacts.
Accounting Contacts (Xero)
NetSuite Report: Clients
Follow these instructions to edit a contact or these instructions to add a new contact.
Pools List (Vital)
NetSuite Report: Assets/Pools
Watch this video or follow these instructions to correct pool details.
Watch this video to learn how to link or unlink pools.
NetSuite Report: Water tests
Any water tests conducted outside of Vital will need to be replicated in Vital
.
Quotes (Vital)
NetSuite Report: Quotes
Jobs List for the next 7 days (Vital)
NetSuite Report: Projects
Watch this video or follow these instructions to edit jobs from the Calendar view.
Unbilled Invoices (Vital)
NetSuite Report: Unbilled Sales Orders
Watch this video or follow these instructions to verify and correct invoice statuses.
Gift Certificates/cards (Vital)
NetSuite Report: Gift cards
For gift certificates, the report will give you the full list of active gift certificates to date so you can manually review this shorter list to identify any updates within the snapshot period.
Additional General Resources:
Lightspeed
Vital
Xero
By following these steps and utilising the provided resources, you can ensure a smooth transition and accurate data handling during your go-live period.