Restock Drop Ship Sales Returns using RMA

Scenario User would like to know how an Item marked as Drop Ship can become part of Inventory once a customer returns that Item Solution On the Sales Order page, click the Authorize Return button. In the Return Authorization page, users have the option to set it to either Pending Receipt or Pending Approval. The Drop Shipment Column will automatically be checked when users click the Authorize Return on the Sales Order page. If… Continue reading Restock Drop Ship Sales Returns using RMA

Creating a custom field that pulls results from a saved search in NetSuite

First, we need to create a saved search that the field uses for the results. And then we will create a custom transaction body field on a Sales Order to show the total of quantity of all the items that is on that Sales Order. To create a saved search, we navigate to List> Search>… Continue reading Creating a custom field that pulls results from a saved search in NetSuite

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.