Learn how to create NetSuite Cash Sales in Excel and upload them to NetSuite with ExtendInsights for NetSuite (formerly CloudExtend Excel Data Management for NetSuite) in a single click.
Template Layout
💡 Tip: It is best to check out the forms and fields and identify the header, column, and required fields in NetSuite that you may need to build the template.
If you are using NetSuite Classic Interface you can go to:
Path: Transactions > Sales > Enter Cash Sales
Entity
Posting Period
Tran date
Tran ID
Subsidiary
Location
Item List: Item
Item List: Quantity
Item List: Rate
Item List: Price
Item List: Tax Code
Creating Cash Sales
To create one record, those lines that have the same header values will be recognized as one record.
Step 1: Fill in the value for the Entity, Subsidiary, and Location then repeat the header values on the template for each line you wish to have on your Cash Sales.
Note: Trandate, Posting Period, and Tran ID are automatically generated by NetSuite.
Step 2: Key in the item from the pick list value or type ahead on the cell. For custom pricing, set the Item List: Price to [[-1]] and adjust the rate.
Step 3: Send to NetSuite by clicking Upload to NetSuite and then Upload Records.