Amid the COVID-19 outbreak, Folio3 aims to help clinics serve patients with telemedicine effectively.


Category: Folio3: NetSuite Integration and Web Store Development

Optimum Medical offers the largest range of healthcare lubricant products in the UK. Folio3 implemented the NetSuite Suite Success Wholesale/Distribution (WD) Mid-Market UK editions streamlining their everyday financial, procurement, inventory, sales, and CRM processes.

In addition to the migrating all data from existing systems on to NetSuite, Folio3 also implemented the following customizations:

  • Customized authorization-based sales order approval workflow to enable approval requirement if the margin on order is below a specified threshold.
  • Added a verification feature to the sales order that automatically captures and populates the date/time and the user id of the person on the sales order.
  • Enabled a feature to upload previous sales history for up to 4 years.

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