United California Glass & Door Inc.

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Customer

The Bay Area based service provider United California Glass & Door Inc. focuses on glass and door solutions for both residential and commercial structures. They offer multiple services, including installing, repairing, and maintaining glass doors, windows, and related architectural features.

Summary

UCGD partnered with Folio3 to implement the NetSuite SuiteSuccess Services Standard edition. The goal was to integrate their financial, procurement, and sales functions using NetSuite ERP while also migrating from their existing system (QuickBooks Desktop) for historical data access.

The Challenge

United California Glass & Door Inc. faced several operational challenges, including the need to integrate QuickBooks and Salesforce through MuleSoft and migrate historical financial data from QuickBooks to NetSuite. UCGD required specific functionalities like General Ledger, Accounts Receivable, Accounts Payable, and tax management while excluding SuiteProjects and Advanced Inventory.

Solution

  • Setup General Accounting, COA, Departments, Locations, Product, Job and Subsidiary Management.

  • Configuration of Job Custom Segment that includes the information associated with the different jobs and its application on different transactions
  • Configure journal entries, bank deposits, bank feeds, advanced financials, and standard reports.
  • Establish a Basic Item Master for non-inventory and service items.
  • Set up Vendor Master, Purchase Orders, Vendor Bills, Payments, Credits, and Prepayments.
  • Configure Customer Master, Sales Orders, Invoices, Payments, and Credit Memos.
  • Configuration of Invoice and Bill PDFs based on their subsidiary structure and billing structure with Customers and Vendors.
  • Automated solution for the Purchase Tax, which creates automatic Tax Liability based on the locality of jobs.
  • Configuration of NetSuite’s financial statements and reports, such as income statements, balance sheets, cash flows, ledgers, trial balances, transaction details, sales and purchase reports, vendor/payables, and customer/receivables with respect to their custom segments and requirements.

Result

Folio3 implemented NetSuite SuiteSuccess for United California Glass & Door Inc. This implementation aimed to streamline sales, procurement, and financial systems. Our solution helped UCGD transition from fragmented data systems like QuickBooks and Salesforce to a unified NetSuite ERP, which enhanced control over financial reporting, procurement, billing, and revenue management.

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