All CollectionsExtendInsights for Excel NetSuite EditionExtendInsights for Data Management NetSuite
Business Use Cases
Here is a collection of various record types that you can use with ExtendInsights. Watch and learn how to use the application
21 articles
Working with Pricing Matrix via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and update pricing matrix
Uploading Item Fulfillments with Serial/Lot numbersExtendInsights Data Management | Learn how to upload Item Fufillments with Inventory Details
Upload new Journal EntriesExtendInsights Data Management | See how you can create Journal Entries using CloudExtend
Upload New Purchase OrderExtendInsights Data Management | Watch how you can create new Purchase Order via ExtendInsights
Upload new Sales OrderExtendInsights Data Management | Learn how to create new Sales Order via ExtendInsights
Creating New Advanced Intercompany Journal Entry via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Advanced Intercompany Journal Entry
Item Receipts for Purchase OrderExtendInsights Data Management | Save time creating item receipts using ExtendInsights
Importing Credit Card Statements into NetSuite as Journal EntriesExtendInsights Data Management | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
Create Lead and ProspectsExtendInsights Data Management | Learn how to create leads and prospect with Customer template
How to Create NetSuite Expense ReportsExtendInsights Data Management | This article will show you how to create Expense Reports
How to Create and Manage Budget RecordsExtendInsights Data Management | Learn how to create and manage Budget Records
How to Create Transfer OrderExtendInsights Data Management | This article will show you how to create a transfer order via Excel
How to Create Inventory AdjustmentExtendInsights Data Management | Learn how to create inventory adjustment
Creating Serialized Assembly Items with ComponentsExtendInsights Data Management | Learn how to to create new serialized assembly item with components
Creating and Managing NetSuite Promotion CodesExtendInsights Data Management | Learn how to create and manage NetSuite Promotion Codes
Managing Vendor Price ListExtendInsights Data Management | Learn how to manage vendor price list
Applying Customer Payment to an InvoiceExtendInsights Data Management | Learn how to apply payment to invoices
Creating Bill of Materials and BOM revisionsExtendInsights Data Management | This article will show you how to create Bill of Materials and Bill of Material Revisions
Creating, Editing, and Viewing NetSuite Quotes in ExcelExtendInsights Data Management | Learn how to present beautiful Excel-based quotes to your customers
Making a Hyperlink back into Excel WorkbookExtendInsights Data Management | See instructions on how to generate hyperlinks and upload them to NetSuite
Assigning Multiple Companies (Customers/Projects) to a Contact using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to assign multiple company fields of a contact record