Automated Customer Item Stock Listing Generation in NetSuite

Background - The Client Challenge

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:

• Client Copy - for the customer's own reference.
• Price List - showing applicable pricing.
• 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.