Upload new Sales Order

XLNS NextGen | Learn how to create new Sales Order via CloudExtend

Updated over a week ago

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

This video will show you how to create a new Sales Order using CloudExtend.

Template Layout

๐Ÿ’ก 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 Sales Order

  • Trandate

  • TranId

  • Entity

  • Memo

  • Item List: Item

  • Item List: Quantity

  • Item List: Price

  • Item List: Rate

Creating Sales Order

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 and repeat the header values on the template for each line you wish to have on your Sales Order. Trandate 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.

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