← Hub NetSuite Print & Email Templates
v10.0
01 Invoice Print Full GFS-branded invoice with remittance
■ NetSuite Advanced PDF/HTML Template — Transaction: Invoice. Uses <#list> for line items. Remittance block uses custom body fields.
02 Purchase Order Print GFS PO with vendor address and delivery instructions
■ Department field maps to brand in NS. Ship-to toggles between Edgewood and Hermitage facilities via custom field.
03 Packing Slip Warehouse-optimized, no pricing, check-off column
■ No pricing shown. Check-off column for manual verification. Bin/lot columns sourced from NS inventory detail sublists.
04 Sales Order Confirmation Customer-facing order summary with delivery and payment info
■ Auto-generated on SO approval. Uses saved search for expected delivery date based on ship method lead time.
05 Statement of Account Customer statement with aging summary
■ Generated from NS Statement Charges saved search. Aging buckets use DAYS_OVERDUE formula field.
06 Quote / Estimate Professional proposal with acceptance block
■ NS Estimate record. Validity period drives auto-expiry workflow. Accept block fields populate custom fields on conversion to SO.
07 Credit Memo Original invoice reference with credit items and reason
■ NS Credit Memo record. Linked via "Created From" to original Invoice. Reason code drives custom GL posting rules.
08 Return Authorization RMA with return instructions and condition requirements
■ NS Return Authorization record. "Return By" date triggers automated follow-up email if no receipt within 14 days.
09 Bill of Lading Carrier, items, weight, pallet count, temperature, signatures
■ Custom NS transaction type. NMFC codes from Item record custom field. Weight auto-calculated from line qty x item weight.
10 Certificate of Analysis (COA) Product specs, test results, pass/fail, QA signature
■ COA data from custom NS record linked to lot number. Test parameters driven by item category. ND = Not Detected.
11 Order Confirmation Email Branded order details with delivery and support
■ NS Workflow action email on SO status = Pending Fulfillment. Merge fields: {transaction.tranid}, {transaction.entity}, {transaction.shipdate}.
12 Invoice Email Invoice attached, amount due, payment link, Frosty avatar
■ NS email template with PDF attachment via Advanced PDF. Frosty avatar rendered via inline CSS for email client compatibility.
13 Shipping Notification Your order has shipped — tracking, carrier, ETA
■ Triggered by Item Fulfillment creation. Tracking number from custom field on fulfillment record. Timeline rendered with inline CSS tables for email.
14 Payment Receipt Payment confirmed, method, amount, next steps
■ Triggered by Customer Payment record creation. Auto-applies to oldest open invoice via NS payment application rules.
15 Quote Follow-Up Quote reference, expiry reminder, CTA to approve
■ NS Scheduled Script runs daily, finds Estimates expiring within 7 days. Sends via workflow email action with merge fields.
16 Past Due Reminder 30/60/90 day urgency escalation variants
30-Day Reminder (Friendly)
60-Day Reminder (Firm)
90-Day Reminder (Final Notice)
■ NS Dunning workflow — 3 escalation levels tied to DAYS_OVERDUE formula. Credit hold triggered at 90+ days via customer status field.
17 Welcome New Customer Account setup, portal access, key contacts, first order CTA
■ Triggered on Customer record approval (status = Active). Portal credentials sent separately via NS Customer Center setup.
18 Vendor PO Notification PO details, delivery requirements, portal link for confirmation
■ Triggered on PO approval. Vendor portal link allows one-click confirmation which updates PO custom field in NS.
19 Monthly Financial Report PDF Cover page, P&L, balance sheet, cash flow, department breakdown
Cover Page
GFS
Global Food Solutions
EST. EDGEWOOD, NY
Confidential
Monthly Financial Report
April 2026
Consolidated financial statements and department performance analysis
Prepared: May 10, 2026
Period: April 1-30, 2026
Prepared By: Finance Department
Interior Page — Profit & Loss + Balance Sheet
GFS
MONTHLY FINANCIAL REPORT — APRIL 2026
Page 2
Profit & Loss Statement
AccountApr 2026Apr 2025Var %
Revenue
Product Sales$842,400$724,100+16.3%
Freight Revenue$38,200$31,800+20.1%
Total Revenue$880,600$755,900+16.5%
Cost of Goods Sold
Product Cost$672,800$584,200+15.2%
Freight Cost$32,100$27,400+17.2%
Gross Profit$175,700$144,300+21.8%
Operating Expenses
Payroll$62,400$58,100+7.4%
Rent & Utilities$18,200$17,800+2.2%
Insurance$8,400$7,900+6.3%
Other$12,600$11,200+12.5%
Net Income$74,100$49,300+50.3%
Balance Sheet Summary
AccountApr 30, 2026Mar 31, 2026
Assets
Cash & Equivalents$284,300$248,700
Accounts Receivable$756,200$712,800
Inventory$421,600$398,400
Fixed Assets (net)$186,400$189,200
Total Assets$1,648,500$1,549,100
Liabilities & Equity
Accounts Payable$482,100$451,300
Accrued Liabilities$124,800$118,600
Equity$1,041,600$979,200
Total L&E$1,648,500$1,549,100
Revenue by Department
Department (Brand)Revenue% of TotalMargin
Bongards$412,80046.9%18.4%
Private Label$248,60028.2%22.1%
Specialty / Import$142,20016.2%26.8%
USDA Programs$77,0008.7%14.2%
Total$880,600100%20.0%
■ Generated via NS Financial Report Builder + SuiteScript PDF renderer. Department = brand mapping. Runs monthly on 10th.
20 Product Spec Sheet PDF Photo, specs, nutrition panel, storage, ordering info
GFS
Global Food Solutions
PRODUCT SPECIFICATION SHEET
Rev. 05/2026
Barrel Cheddar, 640 lb
Bongards Creameries | Item: CHD-640 | GTIN: 00871234567890
[Product Photo — 640 lb Barrel Cheddar]
Product Specifications
Product TypeCheddar Cheese, Barrel
Net Weight640 lb (290.3 kg)
PackagingLined 640 lb barrel, sealed
IngredientsPasteurized milk, cheese culture, salt, enzymes
AllergensContains: MILK
GradeUSDA Grade A
ColorNatural (uncolored)
Moisture36-39% (35% premium bracket)
FatMin. 30%
pH5.0-5.4
Shelf Life6 months from manufacture
Country of OriginUSA
Storage & Handling
Storage Temp33-38F (0.5-3.3C)
Humidity80-85% RH
StackingMax 2 barrels high
TransportRefrigerated trailer required
FIFORequired — rotate by lot date
Ordering Information
Item CodeCHD-640
Min. Order1 barrel
Lead Time5-7 business days
PricingCME trailing week + premium
Order Contactorders@GlobalFoodSolutions.co | (877) 728-5550
Nutrition Facts
Nutrition Facts
Serving Size 1 oz (28g)
Servings Per Container About 10,240
Calories 110
% Daily Value*
Total Fat 9g12%
Saturated Fat 5g25%
Trans Fat 0g
Cholesterol 30mg10%
Sodium 180mg8%
Total Carb. 0g0%
Protein 7g
*Percent Daily Values are based on a 2,000 calorie diet.
Certifications
USDA Grade A Approved
SQF Level 3 Certified
Kosher (OU-D)
Product of USA
Global Food Solutions, Inc. | 131 Heartland Blvd, Edgewood, NY 11717 | globalfoodsolutions.co SS-CHD-640-R05
■ Data sourced from NS Item record custom fields. Nutrition panel from NFP custom record. PDF generated via SuiteScript + xml-to-pdf.
21 GFS NS Color Map How GFS brand colors map to NetSuite UI elements
Primary UI Chrome
--cobalt
NS Header Bar, Primary Nav Background
#092F64
--navy
Active Tab, Header Hover State
#1A5799
--tufts
Links, Inline Edit, Interactive Highlight
#468BE6
--jordy
Selected Row, Active State
#93BFEF
--alice
Portlet Background, Info Banner
#E9F5FF
--ice
Alternate Row, Subtle Highlight
#F4F9FF
Neutrals & Borders
--black
Primary Text, Record Titles
#1F1F1F
--graphite
Secondary Text, Field Labels
#4B5F7A
--slate
Tertiary Text, Sublist Headers
#6B7280
--silver
Field Borders, Dividers, Cell Borders
#D9E1EA
--fog
Input Background (readonly), Sublist Header BG
#F0F2F5
Status & Alert Colors
--success
Approved, Fulfilled, Paid, Passed
#0F766E
--success-bg
Success Banner Background
#F0FDF4
--warning
Pending Approval, Expiring, Partially Fulfilled
#B45309
--warning-bg
Warning Banner Background
#FFFBEB
--error
Rejected, Overdue, Failed, On Hold
#DC2626
--error-bg
Error Banner Background
#FEF2F2
■ Apply via NS Appearance settings + custom CSS in Suitelet HTML templates. Header bar color set in Setup > Company > General Preferences.
22 GFS NS Typography Font stack, sizes for headers/labels/body/mono in NS context
Loading Inter in NS Suitelets
<link href="https://fonts.googleapis.com/css2?family=IBM+Plex+Mono:wght@400;500;600;700&family=Inter:opsz,wght@14..32,100..900&display=swap" rel="stylesheet">
Type Scale for NetSuite
NS Page Title / Record Name
Purchase Order PO-2026-00391
Inter 700 / 24px / --cobalt / letter-spacing: -0.02em
NS Section Header / Subtab Title
Primary Information
Inter 600 / 17px / --cobalt
NS Field Label
Ship Date
IBM Plex Mono 600 / 11px / uppercase / --graphite / letter-spacing: 0.06em
NS Field Value
Good Eats Corp.
Inter 400 / 14px / --black
NS Body / Description Text
Barrel Cheddar, 640 lb, Bongards — USDA Grade A, natural color, 35% moisture premium bracket.
Inter 400 / 13px / --graphite / line-height: 1.6
NS Data / Mono / Currency
$1,842.56 | +16.3% | L26-1489 | 05/18/2026
IBM Plex Mono 500 / 13px / --cobalt for amounts, --success for positive, --error for negative
NS Status Badge Text
Approved Pending Rejected Open
IBM Plex Mono 600 / 10px / uppercase / semantic color pairs
NS Footer / Fine Print
Generated 05/18/2026 14:32 EST | Global Food Solutions, Inc. | Confidential
IBM Plex Mono 400 / 9px / --slate / letter-spacing: 0.04em
Font Stack Fallback
body: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif
mono: 'IBM Plex Mono', 'SF Mono', 'Fira Code', 'Consolas', monospace
■ Inter and IBM Plex Mono loaded via Google Fonts CDN in Suitelet HTML head. NS native UI uses system fonts — override via custom CSS only in branded portals/suitelets.
23 GFS NS Icons 20 most-used icons sized for NS UI (16px inline)
Usage
All icons are inline SVGs at 16x16px, using stroke: currentColor with 1.5px stroke width. Color inherits from parent text color. Use vertical-align: -2px for inline alignment with text.
Invoice
Purchase Order
Payment
Credit Memo
Void
Edit
Search
Add New
Navigate
List View
Dashboard
Customer
Email
Saved Search
Filter
Warehouse
Secure
Reports
Schedule
Return
■ Icons sized at 16x16px for NS inline use. Stroke-based (no fill) for consistent rendering. Use currentColor to inherit text color from context.
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