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“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.”
You can give non-NetSuite users complete visibility into purchase request status through automated Google Sheets dashboards that eliminate the need for additional NetSuite licenses while maintaining data security.
This approach provides customizable views, automated updates, and mobile accessibility through familiar Google Sheets interfaces that require no NetSuite training.
Create purchase request visibility for non-NetSuite users using Coefficient
Coefficient excels at providing automated NetSuite Google Sheets integration that gives external stakeholders the purchase request visibility they need without expensive licensing or security concerns.
How to make it work
Step 1. Set up automated NetSuite data import.
Use Coefficient’s Records & Lists method to import purchase request data with relevant fields like PR number, requestor, status, amount, department, and approval dates. Configure automated refresh schedules to keep the data current.
Step 2. Create controlled access dashboards.
Build dedicated Google Sheets with department-specific filtered views, status summary sheets with high-level metrics, and individual requestor views showing personal PR history. Each user sees only what’s relevant to them.
Step 3. Configure automated refresh scheduling.
Set up daily or hourly refresh schedules so non-NetSuite users see current purchase request status updates without any manual work. The data stays fresh automatically.
Step 4. Implement permission management through Google Sheets.
Use Google Sheets sharing controls to provide view-only access for general stakeholders, department-specific access based on organizational needs, and executive summary views for leadership.
Step 5. Add enhanced visibility features.
Include conditional formatting to highlight urgent or overdue approvals, charts showing approval trends and bottlenecks, and automated email notifications for status changes that matter to specific users.
Expand purchase request visibility without the cost
Providing non-NetSuite users with purchase request visibility eliminates licensing costs while maintaining data integrity and security. Start sharing purchase request insights with your entire team today.
