)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
NetSuite’s mobile interface frustrates approvers with slow loading times and complex navigation that’s not optimized for touch devices. This creates approval delays when people are away from their desks and need to process purchase orders on mobile devices.
Cloud-based spreadsheet platforms provide superior mobile experiences that can transform your PO approval workflows with touch-optimized interfaces and offline capabilities.
Enable mobile approvals using Coefficient
Coefficient creates mobile-friendly PO approval systems by connecting NetSuite purchase order data to cloud spreadsheets. These platforms offer responsive design, touch optimization, and native mobile app integration that provides a superior approval experience compared to NetSuite’s mobile interface.
How to make it work
Step 1. Set up cloud spreadsheet mobile access.
Import real-time PO data using Coefficient’s Records & Lists method including current approval status, PO details like vendor and amount, approval history and workflow information, and custom fields relevant to mobile approval decisions. Cloud spreadsheets automatically provide responsive design, touch-optimized navigation, and offline capability with automatic sync.
Step 2. Configure automated mobile notifications.
Set up automated refresh scheduling to trigger mobile notifications with hourly updates for timely alerts, push notifications through spreadsheet mobile apps, email integration for approval reminders, and status change notifications for completed approvals. This ensures approvers stay informed regardless of location.
Step 3. Design mobile-optimized approval workflows.
Create approval interfaces specifically for mobile interaction with simplified column layouts for small screens, dropdown menus for approval decisions, comment fields optimized for mobile text entry, and visual status indicators using conditional formatting. Focus on touch-friendly navigation and quick decision-making.
Step 4. Implement mobile-friendly data navigation.
Use Coefficient’s filtering capabilities for mobile-optimized data views that filter by approval priority or amount thresholds, sort by due dates or submission times, and provide search functionality for specific POs or vendors. Design swipe-friendly interfaces that work well on both phones and tablets.
Approve POs anywhere, anytime
Mobile-optimized approval systems eliminate location barriers and reduce approval delays through superior user experience compared to NetSuite’s mobile interface. Your approvers will engage more and process requests faster. Enable mobile approvals today.
