Connectors

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Oracle NetSuite

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Review NetSuite sales revenue
Report

Rank your top NetSuite customers by net revenue

For leaders who ask their AI assistant who the biggest customers were over a period, after cash sales and credits.

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Review NetSuite sales revenue
Who were our top 5 customers by net revenue in NetSuite over the last quarter?
Northwind Traders led the quarter with net revenue of 182,400.00, 24% of the total. - Northwind Traders: invoiced 170,000.00, cash sales 18,400.00, credits 6,000.00 - Contoso Retail: net 141,250.00 - Fabrikam Foods: net 96,800.00 - Top three share: 55% of the 758,000.00 total Want the full table of all five customers?
Oracle NetSuite
Sample figures. Your results come from your own account.
netsuite-get-invoice
netsuite-get-cashsale
netsuite-get-creditmemo

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Oracle NetSuite

Oracle NetSuite
Run it on your own Oracle NetSuite data.

Connect Oracle NetSuite, pick your AI tool and paste the prompt.

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The problem

Top customer lists built from three exports

Building a top customer view means exporting NetSuite invoices, cash sales and credit memos, then netting them per customer in a spreadsheet. It is slow, and one missed export quietly changes who looks like the biggest customer.

Without PopdockAI

  • Export invoices, cash sales and credit memos
  • Net them per customer in a spreadsheet
  • Work out each customer's share of the total
  • Miss one export and rank the wrong customer first

With PopdockAI

  • Invoices, cash sales and credit memos are read for the period
  • They are netted per customer, valuing credits where possible
  • Customers are ranked with shares and the top three share
  • A row limit warning when totals may be understated, nothing changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Rank customers by net revenue between {date-from} and {date-to} (default the last 90 days), listing the top {top-n} (default 10).

**Step 1: Collect**

Call `netsuite-get-invoice`, `netsuite-get-cashsale` and `netsuite-get-creditmemo` with `date.from` and `date.to`. Use `total` for invoices and cash sales. For credit memos, use the amount if the tool returns one and otherwise report that credits could not be valued.

**Step 2: Net**

Add per customer: invoice totals plus cash sales, less credits where valued.

**Step 3: Report**

A ranked table of customer, invoiced, cash sales, credits, net, and share of total. Give the grand total and the share held by the top three. Mention any result that hit the row limit, since totals then understate revenue.

**Rules & Guidelines:**

* This is a read-only job. Do not call any tool whose name starts with netsuite-add- or netsuite-update-, and never change, create or delete a record.
* Report only what the tools return. Do not estimate or invent figures; if a total is needed, add up the rows you actually retrieved and say so.
* If a read returns the maximum number of rows, say the result may be truncated and suggest narrowing the filters.
* Dates are YYYY-MM-DD. Where an input is blank, use the default stated in the Objective.

**Validation:**

* If a read returns nothing, say so and stop rather than guessing.
* If an input is ambiguous, list the candidates and ask which one is meant.

Who it's for

One answer, three teams that use it

Executives

Know your biggest customers

See the top customers by net revenue for any period, with their share of the total.

Who were our top 10 customers by net revenue in NetSuite this year?

Sales directors

Check account concentration

The top three share shows how dependent revenue is on a few customers.

What share of NetSuite net revenue came from our top three customers last quarter?

Finance analysts

Net out credits per customer

Invoices and cash sales are netted against credit memos, so the ranking reflects real revenue.

Rank NetSuite customers by net revenue from 1 July to 30 September, after credit memos.

How it works

What PopdockAI does when you ask

You give a date range and how many customers to list, and your AI assistant nets NetSuite revenue per customer. It says when a credit could not be valued or a result hit the row limit.

01

Ask

You give a date range and how many customers to list.

Your AI tool

02

Collect

It reads invoices, cash sales and credit memos for the period.

netsuite-get-invoice
netsuite-get-cashsale
netsuite-get-creditmemo

03

Net

It adds invoices and cash sales per customer and subtracts credits where they could be valued.

No items found.

04

Report

You get a ranked table with shares, and a note if any result hit the row limit.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Oracle NetSuite and one secure connection to your AI tool. No code, no exports.

get-data

netsuite-get-invoice

Returns NetSuite invoices read from the NetSuite connector, with the fields people use most. Read-only.
get-data

netsuite-get-cashsale

Returns NetSuite cash sales read from the NetSuite connector, with the fields people use most. Read-only.
get-data

netsuite-get-creditmemo

Returns NetSuite credit memos read from the NetSuite connector, with the fields people use most. Read-only.
Read only.Nothing in Oracle NetSuite Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

A ranked top customer view without the spreadsheet

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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