Tag: cash sale

Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.

Create a lead/prospect record. Create an opportunity using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Opportunity Sales Order Customer Lead Opportunity Invoice Customer Lead Opportunity Cash Sale Customer Prospect Opportunity Sales Order Customer Prospect Opportunity Invoice… Continue reading Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.

Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.

Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.

PART 3.1 – Common Sales Transaction GL Impact

Sales orders are non-posting transactions that record the items or services a business plans to sell to the customer.   Order fulfillment is the process of fulfilling the sales order of a customer. Example: To fulfill the order, the business will have to pull out some items from its inventory, which will result in a decrease in assets… Continue reading PART 3.1 – Common Sales Transaction GL Impact

Process Invoice Using a Cash Sale

In Transaction > Sales > Create Sales Order > New, when billing a sales order it leads to a cash sale invoice.  Factors that affect Billing Sales Order are Terms and Payment Method. Payment Method takes precedent over terms and a Cash Sale will be generated instead of Invoice. To confirm:1. Create a copy of a Sales Order with payment method selected in Billing tab.2. Remove the payment method in… Continue reading Process Invoice Using a Cash Sale

Cash Sale Print PDF Customization

Print shipping cost on cash sale print. The shipping cost is under the shipping tab of Cashsale. Need to print the shipping cost when it has value. If it is empty, shipping cost field shouldn’t be printed. <tr><#if record.shipmethod?has_content> <td align=”right”><b>${record.shippingcost@label}</b></td> <td align=”right”>${record.shippingcost}</td></#if> </tr>

Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate

Cannot add an item on a Sales Transaction like Sales Order, Cash Sale or Invoice. The item shows up on the list of items that can be added but when the user clicks on it, the sales description and price do not populate.When the user clicks the Add button, the item is not added on the… Continue reading Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate

Create Cash Sale or Invoice from Sales order

JIRA CODE : BGGN-296 Description Before you run the flow, it is important to understand the criteria to calibrate if an invoice or a cash sale for a sales order needs to be generated. When you bill an order in NetSuite, whether an order will be billed as Cash Sale or Invoice is actually determined… Continue reading Create Cash Sale or Invoice from Sales order