NetSuite Tutorial | How to create a Sales Order in NetSuite?

Jared Fisher
Jared Fisher
Head of Product, Kolleno linkedin url
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NetSuite Training Summary

In this tutorial, Jared will guide you through creating a sales order in NetSuite.

Jared will show you how to navigate NetSuite’s interface, emphasizing that layouts may vary, but some elements like the search bar are constant.

We’ll start from the transactions section, move to sales, and then to the sales order creation page. Jared will demonstrate assigning a customer to the order, filling mandatory fields, adding items with their descriptions, quantities, and tax codes. By the end, you’ll know how to save and locate the sales order for future reference. Dive in for a practical guide on using NetSuite efficiently, and check our other videos for more NetSuite tips!

Learn how to:

– Access the Sales Orders section within NetSuite.

– Initiate the creation of a new sales order.

– Enter customer information and contact details.

– Add products/services with quantities and prices.

– Apply discounts or promotions, if applicable.

– Review and verifying sales order details for accuracy.

– Save the sales order and assign a unique identifier.