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Summary

No. Name
Step 1 Create EDLP & Leaflet record
1.1 Create EDLP & Leaflet record manually
1.1.1 Go to Lists > GVN - EDLP & Leaflet Management > GVN - EDLP & Leaflet > New
1.1.2 Input values for EDLP & Leaflet name
1.1.3 Select Items for EDLP and Leaflet
1.1.4 Save record
1.2 Import EDLP & Leaflet using CSV template
1.2.1 Prepare CSV file for EDLP & Leaflet
1.2.2 Go to Lists > GVN - EDLP & Leaflet Management > CSV Import - EDLP & Leaflet
1.2.3 Import EDLP & Leaflet
1.2.4 Check import status
1.2.5 Prepare CSV file for EDLP & Leaflet Items Map
1.2.6 Go to Lists > GVN - EDLP & Leaflet Management > CSV Import - EDLP & Leaflet Items
1.2.7 Import EDLP & Leaflet Items
1.2.8 Check Import Status
Step 2 Run Reports
2.1 Run GVN - Sales Filter By EDLP report
2.1.1 Go to Lists > GVN - EDLP & Leaflet Management > GVN - Sales By EDLP Report
2.1.2 Select EDLP Name
2.1.3 Enter values for From & To Date
2.1.4 Click on "Submit" button
2.1.5 View the report
2.2 Run GVN - Sales Filter By Leaflet report
2.2.1 Go to Lists > GVN - EDLP & Leaflet Management > GVN - Sales By Leaflet Report
2.2.2 Select Leaflet Name
2.2.3 Enter values for From & To Date
2.2.4 Click on "Submit" button
2.2.5 View the report

1 Create EDLP & Leaflet record manually

Go to Lists > GVN - EDLP & Leaflet Management > GVN - EDLP & Leaflet > New
1. In the Name field, enter up to 200 characters for the name of this item collection.
2. (Optional) Enter a description of the item collection.

Select the Static option on the toggle.

On the Items subtab of the item collection, do one of the following:


To add multiple items at once:

1. Click Add Multiple.
2. Check the boxes for the items you want to include in the item collection
3. And click > to move them to the Current Selections pane. You can use the Shift and Ctrl keys on your keyboard to selec
4. Add Items
The record is created as below

2 Import EDLP & Leaflet using CSV template


You can also use CSV Import to create static item collections. The Item Collection and Item Collection Item Map record ne

EDLP & Leaflet Import Template

Name
EDLP Aug.2021 | 01/-8/2021-31/08/2021

EDLP & Leaflet Item Mapping

External ID
1
2
3
4
5
6
7
8
9

Go to Lists > GVN - EDLP & Leaflet Management > CSV Import - EDLP & Leaflet
Select a File for Import > Click on "Next" button
Click on "Next" button

Click on "Next" button


Click on "Run" button

3 Run GVN - Sales Filter By EDLP report

Go to Lists > GVN - EDLP & Leaflet Management > GVN - Sales By EDLP Report
1. Select EDLP Name
2. Enter values for From & To Date
3. Click on "Submit" button

The report results are displayed below


4 Run GVN - Sales Filter By Leaflet report

Go to Lists > GVN - EDLP & Leaflet Management > GVN - Sales By Leaflet Report

1. Select Leaflet Name


2. Enter values for From & To Date
3. Click on "Submit" button
The report results are displayed below
s on your keyboard to select more than one value or to clear a value.
lection Item Map record need to be imported separately in this process

Description External ID
EDLP Aug.2021 | 01/-8/2021-31/08/2021 EDLP Aug.2021

Item EDLP/Leaflet
1111121 EDLP Aug.2021 | 01/-8/2021-31/08/2021
1111120 EDLP Aug.2021 | 01/-8/2021-31/08/2021
1111119 EDLP Aug.2021 | 01/-8/2021-31/08/2021
1111117 EDLP Aug.2021 | 01/-8/2021-31/08/2021
1111116 EDLP Aug.2021 | 01/-8/2021-31/08/2021
1111115 EDLP Aug.2021 | 01/-8/2021-31/08/2021
1111114 EDLP Aug.2021 | 01/-8/2021-31/08/2021
1111113 EDLP Aug.2021 | 01/-8/2021-31/08/2021
1111112 EDLP Aug.2021 | 01/-8/2021-31/08/2021
Record Type Item Collection
EDLP & Leaflet
Description
It is necessary to manage information of items in each Leaflet and EDLP in each period. From there, export a leaflet sales report and an EDLP sales report by pe

Layout
EDLP & Leaflet form

GVN - Sales Filter By EDLP report

GVN - Sales Filter By Leaflet report


Item
A - Added M - Modified D – Deleted
String
No. Item Name Internal ID Data type A/M/D Mandatory
length

7
8

10

11

Script/Workflow Event

No. Name Type Field Script/Workflow In


1

4
m Collection Function S1 - D2B - GVN EDLP & Leaflet Created By Thanh Võ
Management Created Date 02/Jun/2021

and an EDLP sales report by period


Mandatory Editable Description Remarks

Script/Workflow Internal ID Description


Back
Name ID
GVN - Sales Filter By EDLP customsearch_tvn_salesbyedlp https://6790905-sb1.app.netsuite.com/app/co

FILTER DESCRIPTION FORMULA


Type is any of Invoice, Credit Memo
COGS Line is false
Shipping Line is false
Tax Line is false
Main Line is false
Formula (Numeric) is 1 CASE WHEN UPPER({item.itemcollection}) L

RESULTS
FIELD SUMMARY TYPE FUNCTION
Formula (Text) Group
Item Group
Location (no hierarchy) Group
Quantity Sum
Amount Sum
Amount (Gross) Sum
Item : Average Cost Average Round
Item : [GVN] DIVISION (Custom) Group
Item : [GVN] CATEGORY (Custom) Group

Name ID
GVN - Sales Filter By Leaflet customsearch_tvn_salesbyleaflet https://6790905-sb1.app.netsuite.com/app/co

FILTER DESCRIPTION FORMULA


Type is any of Invoice, Credit Memo
COGS Line is false
Shipping Line is false
Tax Line is false
Main Line is false
Formula (Numeric) is 1 CASE WHEN UPPER({item.itemcollection}) L

RESULTS
FIELD SUMMARY TYPE FUNCTION
Formula (Text) Group
Item Group
Location (no hierarchy) Group
Quantity Sum
Amount Sum
Item : Average Cost Average Round
Item : [GVN] DIVISION (Custom) Group
Item : [GVN] CATEGORY (Custom) Group
Link
90905-sb1.app.netsuite.com/app/common/search/savedsearch.nl?id=350

HEN UPPER({item.itemcollection}) LIKE '%'||UPPER('EDLP')||'%' THEN 1 ELSE 0 END

FORMULA WHEN ORDERED BY FIELD CUSTOM LABEL SUMMARY LABEL


'EDLP' Type

Location
Quantity Sold Quantity Sold
Sales Amount (W/o VAT) Sales Amount (W/o VAT)
Sales Amount (VAT) Sales Amount (VAT)
M.A.P M.A.P
Division
Category

Link
90905-sb1.app.netsuite.com/app/common/search/savedsearch.nl?id=347

HEN UPPER({item.itemcollection}) LIKE '%'||UPPER('LEAFLET')||'%' THEN 1 ELSE 0 END

FORMULA WHEN ORDERED BY FIELD CUSTOM LABEL SUMMARY LABEL


'Leaflet' Type

Location
Quantity Sold Quantity Sold
Sales Amount (W/o VAT) Sales Amount (W/o VAT)
M.A.P M.A.P
Division
Category
Back

ID Name
Parameters
Trigger On Condition
No. Topic Description

1
2
Description Status

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