In order to automate a sales order into a cash sale record there are certain fields that must be populated. On any sales order record, under the Billing subtab you will see the field Payment Method or Payment Option. This is the trigger point in the system to let NetSuite know that you are receiving a form of payment on this order rather than sending this to an Invoice record. By populating a value into this field NetSuite will convert this into a cash sale. If this field is empty, then by default the record will convert into an Invoice.
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NetSuite,
ERP,
Reporting,
NetSuite Partner,
NetSuite How To's,
NetSuite Tips,
Sales Order,
Workflow,
Cash Sale
NetSuite’s Supply Chain Management bundle includes a collection of features that can help drive efficiencies across the entire supply chain. We have covered several of these features on this blog including estimated landed costs, customer part numbers, and engineering change orders. This time, we will be covering the item substitution feature. Through the use of this feature, we are able to enter substitutions, which are alternative items offered to customers when their originally requested item is not available. Capturing this data in NetSuite can be helpful in driving supply chain efficiencies as it helps us analyze where supply failed to meet demand, and also helps us establish relationships between items that are suitable substitutions. Let us take a quick look at the feature and how it works.
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NetSuite Partner,
NetSuite How To's,
NetSuite Tips,
Sales Order,
Item Alternatives,
Food and Service,
Item Substitution
For any company producing and selling edible products, being able to trace a lot number’s usage and history is a critical need given regulatory requirements by the government. Tracing where a lot number has been used must be done quickly and efficiently in the event of a recall. Failing to produce this information in a timely fashion can be devastating to a business.
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NetSuite,
ERP,
Project Management,
NetSuite Partner,
NetSuite How To's,
NetSuite Tips,
Purchase Order,
NetSuite Integrations,
NetSuite Administrator,
Customize,
Sales Order,
Netsuite ERP,
Netsuite Updates,
NetSuite Features,
NetSuite Support,
Food,
Engineering,
Change Order,
Lot Trace,
Lot Number,
Traceability,
Food Industry
Throughout a product’s lifecycle, performance or process issues may necessitate changes to a product’s specifications. Often, these changes to specifications can take the form of a process or component change to the product’s bill of materials. In the manufacturing space, tracking these changes is important and over time a product may undergo a series of revisions which need to be tracked for regulatory or internal quality control purposes.
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NetSuite,
ERP,
Project Management,
NetSuite Partner,
NetSuite How To's,
NetSuite Tips,
Purchase Order,
NetSuite Integrations,
NetSuite Administrator,
Customize,
Sales Order,
Netsuite ERP,
Netsuite Updates,
NetSuite Features,
NetSuite Support,
Engineering,
Change Order
Did you know that you have the power to dynamically alter the Custom Form used for Sales Orders in NetSuite based on your selected customer? This can be an incredibly handy feature when you require distinct PDF forms or record formats for specific customers. Let's walk through how you can achieve this!
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NetSuite,
Customer Service,
NetSuite Partner,
NetSuite How To's,
NetSuite Tips,
Sales,
NetSuite Administrator,
Sales Order,
Netsuite ERP,
Sales Order Form
Having trouble with the error: “Ambiguity error on logical key multi-match”? This article helps you to add multiple line items with the same item on a transaction via CSV Import or you would like to add new line items to existing transactions using CSV file uploads.
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NetSuite,
ERP,
Reporting,
NetSuite How To's,
Transactions,
Transaction Lines,
Multi-Match,
Sales Order,
CSV Import
