Sales Resource Center for Employees
For FSI sales, branch & support teams
FSI Internal Use

FSI Sales Resource Center

Your hub for sales tools, resources & guidance

Flip Books 10 catalogs
Sales Literature 5 documents
Sales Workflow Guidance Documents Coming soon
These guidance documents outline the process for managing Opportunities, Quotes, and Sales Orders within the NetSuite ERP.
Step 1Opportunities
Document Pending
Opportunities Processing
Best practices & NetSuite ERP steps for managing opportunities through the sales process.
PDF
Step 2Quoting
Document Pending
Quote Processing
Best practices & NetSuite ERP steps for building and processing customer quotes.
PDF
Step 3Sales Order
Document Pending
Sales Order Processing
Best practices & NetSuite ERP steps for accurate sales order entry and processing.
PDF
RMA Guidance 3 documents
These documents provide RMA guidance and policy. RMA processing steps are performed within the NetSuite ERP.
Step 1Policy
Returns Policy Guidance
Returns Policy Guidance
Returns policy guidance for RMA request.
PDF Open
Step 2Gate Check
RMA Request Gate Check
RMA Request Gate Check
RMA gate check procedure.
PDF Open
Step 3Request
Document Pending
Initiate RMA Request
Best practices & NetSuite ERP steps for managing the RMA Request.
PDF
Product Resources 2 documents
FSI U Training Coming soon
Document Pending
Training Document
Document coming soon — check back for updates.
PDF

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