At ERP Success Partners, we’re excited to announce the release of CFI Suite 2025.1 — our biggest update yet for contract furniture dealers using NetSuite.

This version brings brand-new tools, major improvements to existing features, and better ways to manage your dealership’s quoting, billing, project tracking, field service, and more — all in one system.

Whether you’re in sales, operations, purchasing, or finance, this release is designed to help your team:
✅ Save time
✅ Work smarter
✅ Improve visibility across teams
✅ Deliver better customer service

Let’s take a look at what’s new!

New Applications That Boost Team Productivity

CFI Dashboards & Roles

We’ve introduced pre-built dashboards and user roles designed specifically for contract furniture dealerships. These dashboards come ready with the KPIs and reports most relevant to:

• Sales managers
• CFOs
• Designers
• Procurement teams
• Executives and more

No setup needed — just log in and get the insights you need to do your job.

 

Field Ops Pro – Mobile-Friendly Field Service App

If you send teams to client sites, this is for you. Field Ops Pro helps your field team stay connected to your office in real time.

Now you can:

• Schedule and manage work orders
• Track time and job progress in real time
• Submit photos, signatures, and documents from the field
• Handle quote and change requests while on-site
• View floor plans, punch items, and site checklists

Best part? It works on phones and tablets — perfect for teams in the field who need instant updates and access.

 

Smarter Tools for Sales, Projects & Purchasing

Project Insight Enhancements

Project Insight is now more flexible and tailored to your process:

• Track projects starting from Opportunities, not just Sales Orders
• Use Quotes as a source for budgets
• Apply overhead fees by subsidiary
• Show or hide project details based on team roles

 

Multi Line Edit Tool Improvements

Managing complex quotes just got easier:

• Add, insert, or copy item lines quickly
• View new totals: List, Sell, Cost, Margin, GP%
• Apply price adjustments using percentages or dollar values
• Better dropdown performance and support for Opportunities

Better Purchase Order Tracking

A new PO Generation Status page shows exactly where each order stands — helping you avoid delays or confusion when placing or reviewing orders.

Enhanced Manufacturer Connectors

We’ve added features to make order handling even smoother:

• Bulk-send Purchase Orders to multiple manufacturers
• View and filter acknowledgment discrepancies more easily
• Teknion: support for multiple locations and partial acknowledgements
• Haworth: ability to submit Wall orders via Lynx

 

Operational Updates: PDF Builder, Imports, Billing & Change Orders

PDF Builder: Professional Documents in Clicks

You can now fully customize your PDF templates:

• Upload your company logo
• Add Terms & Conditions
• Customize headers, footers, fonts, and layouts
• Mark documents as “Reprinted”
• Control access by role
• Group items by custom fields
• Print joined records like customer contact info without extra data entry

 

Line Import Tool: Faster & Safer File Handling

The Line Import Tool now:

• Stores CSV, XML, and SIF files in NetSuite’s File Cabinet
• Allows different field mappings based on the record type
• Displays product options clearly in PDFs for improved readability

 

CFI Catalog: Real-Time Integration with KISP, Inc.

With the new KISP integration, users can pull products from the CFI Catalog and insert them directly into NetSuite transactions — perfect for faster, more accurate quoting. Configure, Quote & Sell in less than 60 seconds. 

 

Direct Billing: Cleaner UI + Email Alerts

We’ve simplified the billing process:

• A dropdown replaces confusing checkbox options
• Get email notifications when invoices are created
• Customize the email template and recipients

 

Change Order Management: More Control, Less Confusion

Manage change orders better with:

• A new “Change Order Reason” field (with custom options)
• Role-based access to create or close orders
• Cleaner interface with filters and search
• Automatic handling of high-volume changes with a performance boost

 

Why CFI Suite 2025.1 Matters for You?

Whether you’re quoting, scheduling site work, billing clients, or managing project budgets, CFI Suite 2025.1 gives your team a major boost.

• No more switching between spreadsheets and systems
• No more delays due to poor visibility
• No more clunky, manual steps

With this release, you can:

• Work faster across every team
• Keep your data organized
• Focus on serving your customers better