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Business Use Cases

Here is a collection of various record types that you can use with ExtendInsights for Data Management NetSuite

38 articles
Upload New Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | See how you can create Journal Entries
How to Update Existing OpportunitiesExtendInsights Data Management | Learn how to update existing Opportunity via ExtendInsights
Create Vendor Payments to Settle Vendor Bills using ExtendInsightsExtendInsights Data Management | Learn how to create vendor payments
How to Manage Invoices via ExtendInsights NetSuiteExtendInsights Data Management | Learn how to manage existing invoice using the app
How to Create Invoices via ExtendInsights NetSuiteExtendInsights Data Management | Learn how to create an invoice using the app
Create Lead and Prospects via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create leads and prospect with Customer template
Create Multiple Work Orders using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create Work Orders
Upload New Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Watch how you can create new Purchase Order
Manage Records: Updating Records via ExtendInsights Data ManagementExtendInsights Data Management | HHow to update existing NetSuite records from Excel
Upload New Sales Order via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Sales Order via ExtendInsights
Managing Vendor Price List via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to manage vendor price list
How to Create Transfer Order via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create a transfer order via Excel
How to Create Expense Reports via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create Expense Reports
Working with Pricing Matrix via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and update pricing matrix
How to Create Inventory Adjustment via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create inventory adjustment
Item Receipts for Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Save time creating item receipts using ExtendInsights
Creating and Managing NetSuite Promotion Codes via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage NetSuite Promotion Codes
Applying Customer Payment to an Invoice via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to apply payment to invoices
Uploading Item Fulfillments with Serial/Lot numbers via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to upload Item Fufillments with Inventory Details
Creating Serialized Assembly Items with Components via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to to create new serialized assembly item with components
Creating New Advanced Intercompany Journal Entry via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Advanced Intercompany Journal Entry
Making a Hyperlink back into Excel Workbook via ExtendInsights Data ManagementExtendInsights Data Management | See instructions on how to generate hyperlinks and upload them to NetSuite
Creating Bill of Materials and BOM revisions via ExtendInsights Data ManagementExtendInsights 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 Excel via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to present beautiful Excel-based quotes to your customers
How to Create and Manage Budget Records via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage Budget Records
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
Importing Credit Card Statements into NetSuite as Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
Quick Data Clean-Up and Journal Entry Upload using ExtendInsights Excel AppsExtendInsights Excel Apps | Clean up data and upload cash sales and journal entries from Excel
Applying payments using Customer Payment for Invoice and Credit MemoExtendInsights Data Management | In this tutorial learn how to apply payments and issue a credit memo or unapplied payments at the same time
How To Create NetSuite Item Receipts from Return Material Authorization in ExcelExtendInsights Data Management | Learn how to bulk import NetSuite Item Receipts from customer RMA's
How to Create NetSuite Return Authorization for a Sales OrderExtendInsights Data Management | Find out how to use the app to create a NetSuite Return Authorization
Create a Bank Deposit Record Linked to a Cash SaleExtendInsights Data Management | Learn how to create deposit payment to Cash Sales via the ExtendInsights app
Creating Inventory Cost Revaluation in MassExtendInsights Data Management | Learn how to create Inventory Cost Revaluation for a Purchase Order
Create NetSuite Cash Sales Faster In ExcelExtendInsights Data Management | Learn how to create Cash Sales using the app
How to Remove Extra Quantity and Price Level on Inventory ItemsExtendInsights Data Management | Let's explore how to remove extra quanity pricing using the app
Creating NetSuite Assembly Build with Inventory Detail for Header and ComponentExtendInsights Data Management | Building Assembly Items using ExtendInsights
Project Task Upload ManagementExtendInsights Data Management | Manage project tasks using the app in a few clicks
Updating Expected Receipt Date for Purchase OrdersExtendInsights Data Management | Know how to easily update the Expected Receipt Date for Purchase Orders