Author: Silja K C

The sale of Gift Certificates is not subject to Tax. Tax is only recognized upon redemption. • In principle, Gift Certificates are like an IOU or a liability, and therefore income is only recognized only on redemption.• In some countries GCs are treated almost like cash and therefore in principle should not be inclusive of… Continue reading Gift Card / Gift Certificate >Tax

To sell a gift certificate, we add the gift certificate as an item on a sales transaction. Note: If we operate a web store, we mark the gift certificate item to display on our website. Shoppers can add the gift certificate to their carts as they would any other item and proceed to checkout. Customers who… Continue reading Selling Gift Certificates

After an opportunity record has been saved, it is possible to attach information related to the opportunity and create estimates and other transactions for the deal. 1. Attaching Information to Opportunities To add information to an opportunity record, go to Transactions > Sales > Create Opportunities. On the Opportunities list, click the date for the opportunity you want… Continue reading Attaching Information to Opportunities

Scenario Create a Saved Search that displays who a Case has been Escalated to. Solution Navigate to Lists > Search > Saved Searches > New Click Case Search Title: Enter Title Click Criteria Filter: Select System Notes Fields. System Notes Filter: Select Field Field: Select any of Multiselect box: Select Escalatee Click Set Select System Notes Fields. System Notes Filter: Select Set By Multiselect box: Select the support rep that escalated the case Click Set Select System Notes Fields. System… Continue reading Case Saved Search That Displays Cases a Support Rep Escalated to a Specific Support Rep

There are two ways to adjust the Inventory value of an item without affecting its quantity: Note: however that this only applies to Regular Inventory Items and is not applicable to Lot and Serialised Items  1. Use Adjust Inventory Worksheet (Transactions > Inventory/Items > Adjust Inventory Worksheet)  —Use COGS or any other GL account as the… Continue reading Adjust Inventory Value Without Affecting The Item Quantity

Scenario Set Up Preferred Packing Slip for Specific Role. Solution Some users may want to assign different Packing Slip Templates for specific roles but do not want that template to be defaulted for all users. To be able to assign a Packing Slip Template to a role, follow the below steps. 1. Navigate to Customization > Forms > Transaction Forms … Continue reading Set Up Preferred Packing Slip for Specific Role

Scenario The user wants to filter the Budget Report by custom Date range and not by Accounting Period. Solution If we set the Report by Period to Never under Home > Set Preferences > Analytics tab, the amount of Budget on the Budget Report is zero because Budgets are set up per Accounting Period, and not on… Continue reading Budget Report >Filter by A Custom Date Range

We can enter non-check debit transactions on an account using the Write Checks transaction. Non-check debit transactions include debit card transactions, ATM (automated teller machine) transactions, and EFT (electronic funds transfer) payments. To enter non-check debit transactions: Go to Transactions > Bank > Write Checks. On the Check page, verify that the correct bank account appears… Continue reading Entering Non-Check Debits

After we have created currency records in NetSuite and defined a base currency, we need to set up exchange rates between the base currency and foreign currencies to apply to transactions. If we use NetSuite OneWorld and defined a different base currency per subsidiary, set up different exchange rates between each base currency and its… Continue reading Change Currency Exchange Rates

The Duplicate Detection & Merge feature lets us merge duplicate customer records to create a single record.  When we merge the data from a source customer record into a target customer record, the target customer record receives all source customer information. This information includes all relationships, communication, address, sales, marketing, financial, and other subtab lists data. Whether… Continue reading Merging Customer Records