With CloudExtend Excel Data Management for NetSuite you can optimize your process of creating and updating Sales Orders. Recording NetSuite Sales Orders helps your organization understand:

  • What has been ordered

  • What is available in your inventory

  • Know the shipping status of orders

In this video, we will demonstrate how CloudExtend can help make your life better by creating or editing NetSuite Sales Orders on the fly.


NetSuite Form Check

Path: Transactions>Sales>Enter Sales Order

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 in building the template.

  • Trandate

  • TranId

  • Entity

  • Subsidiary (for NS One World account)

  • Trandate

  • Memo

  • Order Status

  • Item List: Item

  • Item List: Quantity

  • Item List: Amount


Creating Sales Order

How to Create One Sales Order

To create one record, those lines that have the same header values will be recognized as one record. For the example below, entity and tran date values are identical for each row. This will tell CloudExtend to treat it as one record.

Step 1: Fill in the value for the entity and tran date and repeat the header values on the template for each line you wish to have on your Sales Order.

Step 2: Key in the item from the pick list value or type ahead on the cell. Populate other relevant fields such as Quantity and Tax code (set as mandatory).

Step 3: Send to NetSuite by clicking Update and then Upsert All Records.

How to Create Multiple Sales Orders

To create transactions with multiple lines (line-level detail) ensure that all header level fields are identical for each of the Sales Orders in your Excel table.

💡 Tip: As long as another header field is different NetSuite will recognize it (as well as all subsequent line with the same header fields) as a new record.

Using Trandate Field only

For this example, there are 2 different header values. There were two Sales Orders created in NetSuite.

Using Trandate and Memo field

In the example, you can see that the tran date value is the same. To create multiple records, we can use memo and other header values to split and create multiple records.

The first 2 lines have the same tran date and memo values which equates to one Sales Order.

The last 2 lines have the same tran date and memo value which created separate Sales Orders


Manage Existing Sales Orders

How to update Existing Sales Order

Using Refresh Button

If you have an existing Sales Order you want to update, get the internal Id from NS and put the internal values in the internal ID cell. Hit Refresh and this will pull the latest data of that record from NetSuite to your template. This is especially useful when updating Sales Order with large numbers of lines.

Step 1: Do not make any changes to the internal ID field. Keeping this the same will tell NetSuite that you want to update the record.

Step 2: Make the necessary updates to your data in the Excel table.

Step 3: Once done, go to Update and push back the record to NetSuite by doing Upsert All Records or Upsert Selected Records.

Using Download Button

You can pull a subset of data from NetSuite using the Download feature.

Step 1: Click Download then click Create a filter. This will allow you to set up a rule for records to pull.

Step 2: Make the necessary updates to your data in the Excel table.

Step 3: Once done, go to Update and push back the record to NetSuite by doing Upsert All Records or Upsert Selected Records.


Inserting an additional line/s to an existing record

If you have an existing record and you need to add lines in between or below the existing record, you can do that within our application.

Step 1: Pull the record from NetSuite to Excel and insert the added lines. Header values must be the same for the system to recognize are to be added to the same record.

Step 2: Enter values on the line level. For the example below, you can prepare the data beforehand and copy-paste values from one sheet to another.

Step 3: Go to Update and push back the record to NetSuite by doing Upsert All Records or Upsert Selected Records. The added lines will reflect on the records in NetSuite.


Deleting line/s to an existing record

If you need to remove line items from an existing record, you can do it using CloudExtend.

Step 1: Pull the record from NetSuite to Excel and highlight the rows you want to delete.

Step 2: Right-click on the row and choose Delete.

Step 3: Go to Update and push back the record to NetSuite by doing Upsert All Records or Upsert Selected Records. The lines are now deleted in NetSuite.

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