Item records allow you to track and manage the goods and services your company buys and sells in the course of doing business. This can be done by using two files during the upload: one is for Primary, the other is for Item Members. Below are the steps:

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CSV imports is a great and powerful tool for all users to master. However, there is a function that is not available to all users on imports which is the Run Server SuiteScript and Trigger Workflows checkbox.

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Returns can be a complicated process if the proper steps are not followed. The proper steps for returns in NetSuite include three to four records. This is the breakdown of that process RMA > Item Receipt > Credit Memo > Customer Refund (optional). As you can see, these are the required steps, but each one could be done by different users and cause delay if proper communication is not done.

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When creating saved csv imports, these saved mappings are defaulted to Private. This means that they are not able to other users in the system. Only Admin users would be able to see and use these if needed.

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A fulfillment request serves as an intermediary transaction between a sales order and the actual fulfillment process in the order fulfillment workflow. Essentially, it is a request to fulfill a sales order. This process allows employees at a fulfillment location, typically a store, to manage orders that need to be shipped to or picked up by customers. At the store, employees can view, accept, reject, and process fulfillment requests to complete the order.

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We previously published a Short & Suite on our YouTube channel covering NetSuite WMS’s inventory cycle count process. Quick aside, if you have not checked out our line up of YouTube videos, I encourage you to search for us by typing Concentrus into YouTube for loads of helpful NetSuite videos and how-tos. In any case, in that video I demonstrated one way to count inventory in NetSuite using a handheld. The other way is through the Smart Count SuiteApp which is included with your NetSuite WMS license. These two process options are both available to you, but Smart Count is considered the latest and greatest from NetSuite and will continue to receive updates as the software matures. Regardless, I would like to give you an overview of how SuiteApp can help you manage your inventory accuracy and cycle count process.

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The Trial Balance is a report that displays the balance of each active account as of a specific date, typically the end of the month. The account balances are listed in both debit and credit columns. Accountants generate this report before creating financial statements to ensure that the debits and credits are balanced. Once the trial balance is in equilibrium, the financial statements can be prepared. To view the Trial Balance report, follow these steps: Navigate to Reports > Financial > Trial Balance.

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If you have worked with NetSuite item records, you might be familiar with the Locations subtab found under the Purchasing/Inventory tab. In general, this tab offers useful informational attributes about an item including inventory, costing, among others. However, depending on the features you have enabled in your environment or the needs of the people working with these item records, the amount of information displayed can equate to noise. To address these and other concerns, NetSuite has developed a feature named Advanced Item Location Configuration which we will review in this blog.

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If you maintain a perpetual inventory system, you understand the challenges involved with managing inventory commitment. Having a strong inventory commitment strategy can be an important key factor in maintaining customer retention and preventing lost sales due to inventory shortages or delayed ship times. Having software that supports your business needs is important, and you may be interested to know what NetSuite can offer out of the box.

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NetSuite allows you to import current sales tax codes for the states where you apply sales tax. Every month, NetSuite refreshes its database with the latest tax rates for all U.S. states. The Version field on the State Tax Import page shows the date when the tax rate change becomes effective. NetSuite sources these tax updates from Wolters Kluwer, and you can find more information on their website at wolterskluwer.com. 

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