Use ExtendInsights to create Sales Orders in Excel and upload them to NetSuite. Sales Orders help your organization track what customers have ordered, inventory availability, and order shipping status.
Walkthrough Video
Watch the video for a walkthrough.
Prepare the Sales Order Template
Before building a template, review the Sales Order form in NetSuite and identify the header fields, line-level fields, and required fields for your process.
In the NetSuite Classic interface, go to Transactions → Sales → Enter Sales Order.
A template may include:
Field | Level |
Tran Date | Header |
Tran ID | Header |
Entity | Header |
Memo | Header |
Item List: Item | Line |
Item List: Quantity | Line |
Item List: Price | Line |
Item List: Rate | Line |
💡 Tip: The fields you need may vary based on your NetSuite form and account configuration. Confirm the required fields before building your template.
Create a Sales Order
When creating one Sales Order with multiple item lines, repeat the same header values on each row. ExtendInsights uses matching header values to group the lines into one record.
1. Enter the Header Values
Enter the Entity and any other header values needed for the Sales Order. Repeat those header values on each row that belongs to the same order.
NetSuite generates the Tran Date and Tran ID, according to the original guide.
2. Enter the Item Details
Select an item from the picklist or type ahead in the cell. Enter the quantity and pricing details for each line.
For custom pricing, set Item List: Price to [[−1]], then enter the custom amount in Item List: Rate.
3. Upload the Sales Order
Click Upload to NetSuite, then click Upload Records.
