How to Accept an Order Item Reallocation Recommendation in NetSuite
Review a NetSuite Reallocate Order Item recommendation, check affected orders, accept it, and confirm the target sales-order line is committed with the revised expected ship date.
NetSuite guides
Inventory in NetSuite
Check the item setup before recording stock activity. These guides follow a quantity change through to its GL impact and walk through the WMS mobile flows that move goods on the floor.
Add a carrier bill to NetSuite item receipt landed cost
Allocate an actual carrier bill to a NetSuite item receipt. Source the matching landed-cost category and verify added inventory cost without added quantity.
How to add a new color to an existing matrix item in NetSuite
Select a new option value on a matrix parent without losing the existing ones, then use Actions > Add Items to create only the missing child item.
How to Add Inventory Stock with an Item Internal ID in NetSuite
Create an Inventory Adjustment with Add, map an item internal ID to the line Item reference, and verify the relative stock change and estimated value.
Allocate a Sales Order to Future Purchase Order Supply in NetSuite
Change a sales order line's Supply Required By Date so Supply Allocation frees your on-hand stock and allocates the line to a future purchase order, then confirm it on the line, in Allocated Supply and on the purchase order's Allocated Demand.
Allocate freight across inbound shipment items in NetSuite
Add freight to a multi-PO inbound shipment, select the intended lines, receive the goods, and reconcile the allocation with item receipts and GL Impact.
Apply a Different Service Cost to One Assembly Build in NetSuite
Keep a service Purchase Price fixed, override its quantity on one build, and verify the saved build without changing the shared BOM or rate.
Run a WMS Mobile Cycle Count and Approve the Variance in NetSuite
Count a bin blind on the NetSuite WMS mobile app, complete the Inventory Count, read Snapshot, Count and Adjusted Quantity, approve it, and check the inventory adjustment.
How to assign two sales-order lines to one warehouse in NetSuite
Review Automatic Location Assignment rule order, run Auto Assign Locations on a two-item sales order, and check both line-level Location results.
Block an Empty Bin in NetSuite WMS Mobile and Unblock It
When a picker finds a bin empty on SCM Mobile, Bin Empty blocks that bin for that item. Create the reason, report the bin, check that it leaves Show all bins and unblock it in Manage Blocked Bins.
Buy in meters and track inventory in centimeters in NetSuite
Create a metric units type, assign purchase and stock units to an inventory item, and convert received meters into centimeters on hand.
How to check that a customer return was valued at its original cost in NetSuite
Read the original Item Fulfillment's GL Impact, the linked return's Item Receipt GL Impact and the item's Average Cost, then confirm that Use the Exact Cost for Linked Returns is checked.
RF-SMART Bin Putaway: review suggested bins and submit a destination
Load a received item in RF-SMART Bin Putaway, review existing-bin context, enter quantity and destination, and read the mobile submitted result.
Clone a Standard WMS Mobile Process in NetSuite
Clone the standard NSWMS Cycle Count mobile process from Mobile - Process List, follow the cloning job on Scheduled Script Status, and find the clone in the process list and on the handheld.
Compare Inventory Turnover and Profitability in NetSuite
Read Inventory Turnover and Inventory Profitability for one item, compare movement with margin, and choose a follow-up question without treating the reports as reconciled.
How to convert a non-inventory item to an inventory item in NetSuite
Use Convert to Inventory to turn a NetSuite non-inventory item into an inventory item without losing its history, set the asset and COGS accounts, then check the first receipt and fulfillment post to inventory and cost of goods sold.
Count Several Items in One Inventory Count in NetSuite
Enter one Inventory Count for several items, start it, enter the counted quantities and complete it, then read the Adjusted Quantity on each line before anyone approves it.
Create a Multiple Orders Wave and Read Its Consolidated Task in NetSuite WMS Mobile
Release two sales orders for the same item as a Multiple Orders wave, check the single pick task on the wave, and see it on SCM Mobile as 2 orders and 1 task.
Create a Standard WMS Cycle Count Plan for One Item
Create a reusable NetSuite WMS cycle count plan for one item at one location, save it, and check the saved plan. Saving a plan does not create a count.
Create a Zone and a WMS Zone and Assign Both to a Bin in NetSuite
Create a Zone for a warehouse and a separate WMS Zone, then save a storage bin that uses both and check the saved bin and the Bins list.
How to create an inventory adjustment in NetSuite
Create a NetSuite inventory adjustment using the quantity difference, then check the saved item line and actual GL Impact.
How to create an inventory item in NetSuite
Create a NetSuite inventory item, review required setup, and verify the saved name and record type before recording stock.
Create an Order Allocation Strategy That Leaves Out Blanket Purchase Orders in NetSuite
Create an Order Allocation Strategy whose Future Inventory uses only the supply types you trust: select Inbound Shipment, Purchase Order, Transfer Order and Work Order, leave Blanket Purchase Order out, save it and check the saved record.
Create and Release a Sales Order Wave in NetSuite WMS
Turn one eligible Sales Order line into warehouse picking work, then verify the released wave and its Ready pick task.
How to create an inventory count for items due this week in NetSuite
Filter calculated inventory counts by location and due date, select the items to count, and verify the saved Open record.
How to create a lot-numbered inventory item in NetSuite
Choose the lot-numbered inventory item type, review item and account defaults, then verify the saved item master.
How to create matrix items for size and color variants in NetSuite
Create a matrix parent item in NetSuite, pick the sizes and colors it comes in, build the name template, and let NetSuite generate one child item per combination.
Create a Smart Count configuration from a saved search in NetSuite
Link an existing saved search to a Smart Count configuration, choose a count reason and warehouse, and verify the saved settings.
Create a NetSuite Transfer Order from a Location Shortage
Use the Replenish Location by Transfer Order worksheet to review one destination's shortage, submit a recommended quantity, and check the generated transfer order.
Where a custom dangerous-goods warning appears in NetSuite WMS Mobile picking
See the released-order, pick-task, bin and item selections that lead to an account-specific dangerous-goods alert before quantity entry.
Direct an Item Family to a Zone with a WMS Putaway Strategy in NetSuite
Create a WMS Putaway Strategy with an item family, a zone and a low sequence, then read the Enter To Bin list on SCM Mobile Bin Putaway before and after to see the strategy take effect.
Enable a Location for WMS and See It in the SCM Mobile Warehouse List
Turn on Use Warehouse Management for a location, save it, and confirm the location shows up under Select Warehouse in the SCM Mobile WMS app.
How to enter a physical count with an inventory worksheet in NetSuite
Record a physical count in NetSuite with an Inventory Worksheet: type each item's counted quantity in New Qty, let NetSuite value it, save, and check the new on-hand quantity.
How to enter an inventory count and approve the variance in NetSuite
Count one item without WMS: enter an Inventory Count, start it to take the snapshot, record the counted quantity, complete it, read the variance, and approve the adjustment.
Why items disappear from a calculated Inventory Count list in NetSuite
Test a date-filter explanation for an empty calculated Inventory Count list. Widen only the start date, compare the returned dates, and leave the count unsubmitted.
How to find stock and sales history for one matrix child item in NetSuite
Search for a matrix item, open the exact size and color child, confirm its parent, read its quantity at each location and find the sales orders that include that variant.
Fix a Back-Ordered Sales Order Line With an Inventory Adjustment in NetSuite
A sales order stuck at Partially Fulfilled with a back-ordered line: check Committed, Back Ordered and Available, add the missing unit with an Inventory Adjustment at the same location, confirm the line is committed, and fulfill it.
How to fulfill a transfer order and print the packing slip in NetSuite
Fulfill a NetSuite transfer order as Shipped, print the packing slip from the saved item fulfillment, and check which values on the slip come from the order and which from the fulfillment.
Generate and Complete a Forward-Pick Replenishment in NetSuite WMS
Turn a visible 36-unit forward-pick shortage into three replenishment tasks, then complete one 12-unit move in NetSuite WMS mobile.
Hold Damaged Inventory With an Inventory Status Change in NetSuite
Move damaged units to a Damaged inventory status in NetSuite so they stay on hand but stop counting as available for sales orders to commit.
How to import inventory items from a CSV in NetSuite
Create several inventory items at once with the CSV Import Assistant: map the item fields, the Item Pricing sublist for the sale price and the Item Vendors sublist for the vendor, then check the job and the new items.
How to import lot and expiry stock with an Inventory Adjustment CSV in NetSuite
Load opening stock for lot-numbered items with a lot number and expiration date on every line: map the Inventory Adjustment header, line and Inventory Detail fields, run the import, then check the adjustment, its lots and the item.
How to import matrix option lists from a CSV file in NetSuite
Create several custom lists at once from one CSV file with Import CSV Records, flag them as matrix option lists with a default value, and check each list's values and abbreviations.
How to import a matrix parent and its child items from CSV files in NetSuite
Create a matrix parent item with one CSV import, then import its child items with Subitem Of set to the parent's internal ID and each matrix option column mapped.
How to import serial numbers onto a purchase order from a CSV in NetSuite
Fill the Inventory Detail of a purchase order's serialized lines from a supplier's CSV file with the Import Assistant: map the order, item and serial fields, group each line with Surrogate Subrecord ID, then check the popup.
How to inspect channel-dedicated order reservation supply in NetSuite
Check a sales channel's dedicated-reservation policy, inspect an existing matching Order Reservation, and read its Supply Allocation rows without mistaking allocation for fulfillment.
How to inspect and test an inventory adjustment approval workflow in NetSuite
Inspect custom approval buttons, role conditions and status updates in an existing NetSuite workflow, then approve one inventory adjustment and reject another.
How to move inventory between subsidiaries with an intercompany transfer order in NetSuite
Ship stock from one subsidiary's warehouse to another's with an intercompany transfer order, then read what the fulfillment and the receipt post to the GL.
How to Create an Inventory Status in NetSuite and Check Its Availability Settings
Create an active NetSuite inventory status, set its commitment and allocation/planning availability options, and verify both settings on the saved record.
Invoice customer-consigned inventory after lot fulfillment in NetSuite
Create a consignment sales order, assign the consumed lot on a shipped fulfillment, and verify the saved open invoice.
Limit Sales-Order Fulfillment to Committed Inventory in NetSuite
Save Limit to Committed, ship five allocated units from an eight-unit order, and verify the remaining three-unit backorder without claiming a global negative-inventory switch.
Make a Bin an Inbound Staging Bin for PO Receiving in NetSuite WMS
Check which bins SCM Mobile offers when you receive a purchase order, change one bin's Type to Inbound Staging, and see that bin appear on the Enter Bin list.
How to make a custom list a matrix option on items in NetSuite
Create a custom item field with Matrix Option ticked, bind it to your list, apply it to inventory items and check that Create Matrix Items now offers the list as an option.
How to make a long item name wrap on printed item labels in NetSuite
Customize the Standard Item Label Layout, replace the standard Display Name with a custom Display Name element that has Wrap Text, size and place it, and save the layout as the preferred Item Label layout.
Manually Run Supply Allocation With Allocate Orders in NetSuite
Use Allocate Orders to re-sequence supply between sales order lines: filter to one item, check the competing lines, submit, refresh Process Status, then read Quantity Committed and Expected Ship Date on each line.
How to move lot stock to a QA bin and hold it in Quarantine in NetSuite
Set To Status to Quarantine on a Bin Transfer line to move part of a lot to a QA bin and hold it in one transaction, then check that the stock stays on hand but is no longer available to commit.
How to move stock between locations with an inventory transfer in NetSuite
Move stock from one NetSuite location to another in one step with an Inventory Transfer: pick the two locations, enter the quantity, set the inventory status, save, and check each location's new quantity and value.
How to move stock of an item with no lot between bins in NetSuite
Move part of a plain item's stock from one bin to another with a Bin Transfer, see why Inventory Detail has no lot column, and read the item's bin balances before and after.
Count Inventory Without Bins in NetSuite WMS: 2020 Workflow
Follow the historical no-bin WMS count from plan release through regular and lot entry, variance review, approval and the next count date.
Pack Serialized Items into a Carton and Pallet in NetSuite
Take a fully picked serialized order from Not Started to one closed carton on a pallet in NetSuite Ship Central.
How to Pack Two Sales Orders Into One Carton in NetSuite Ship Central
Select two picked sales orders for the same destination in Ship Central, pack their lot-controlled items into one carton, close it with a weight and size, and complete packing.
Pick a High-Value Item with Tally Scan in NetSuite WMS Mobile
Pick a high-value item one unit at a time with tally scan in Multi - Order Picking on SCM Mobile: scan the item, tally scan the remaining units, scan a carton and stage the item.
Pick a Lot-Controlled Item into a Pick Carton in NetSuite WMS Mobile
Pick a released sales order with one lot-controlled line on SCM Mobile: choose the lot from Available Lots, put the 15 units in a pick carton, stage the carton and read the wave's pick task as Done.
Pick and Stage a Released Sales Order in NetSuite WMS Mobile
Work both pick tasks of a released sales order with Single Order Picking in SCM Mobile, stage the picked stock at a pack-station bin and see the order leave the released-order list.
How to pick serial numbers for kit components on a NetSuite Item Fulfillment
Sell a Kit/Package whose components are serialized items, then choose a serial number for each component on the Item Fulfillment, pack and ship it, and check the serial numbers and on-hand quantities.
Pick a Serialized Item Against Its Allocated Serial Number in WMS Mobile
Pick a serial-numbered item in the SCM Mobile app against the serial number allocated to the sales order, stage the order, and check the wave, pick tasks and Item Fulfillment afterwards.
Pick Two Orders in One Trip with WMS Mobile Multi-Order Picking
Pick one lot-controlled item for two sales orders in the SCM Mobile app, give each order its own quantity, lot and carton, stage the stock, and check the wave and each Item Fulfillment afterwards.
How to preview WMS cycle count plan rows in NetSuite
Display a WMS cycle count plan’s eligible item/bin rows and select the intended combination before release.
Read the Monthly Inventory Turnover Report in NetSuite
Open NetSuite Inventory Turnover, confirm the displayed month, compare cost and average value, and interpret low or zero turnover without assuming excess stock.
How to read Check Item Availability to find when a sales order quantity can ship in NetSuite
Open Check Item Availability beside Expected Ship Date on a sales order line, read the Earliest Available Date and the running-balance table behind it, and see why the first purchase order is not always the answer.
Read the Planning Messages on an Item Supply Plan
Open an item supply plan in NetSuite Demand Planning and pick out the late purchase order and reschedule messages from the informational ones on the Planning Message subtab.
Reallocate Committed Inventory to a Priority Sales Order in NetSuite
Use Reallocate Items to take committed stock off an older sales order and commit it to a newer, more urgent one, then confirm both orders' Committed and Back Ordered quantities.
Receive Every Line of a Purchase Order and Confirm Pending Bill in NetSuite WMS Mobile
Receive all three lines of a purchase order one at a time on SCM Mobile, then check that the PO moved to Pending Bill and that Receipts & Bills lists the item receipts.
How to receive a lot-tracked PO and complete bin putaway in NetSuite WMS Mobile
Follow one lot and 450 EA from a purchase-order receipt into Receiving Staging, then select the same lot for bin putaway.
Receive a multi-PO inbound shipment and trace its receipts in NetSuite
Receive five inbound shipment lines from two purchase orders, check processing results, and reconcile each item receipt with the received shipment.
Receive an owned inbound shipment and check its GL impact
Receive an inbound shipment after Take Ownership, follow the processing results to an item receipt, and check how the receipt moves value from inventory in transit.
How to receive part of a transfer order, then the rest, in NetSuite
Receive only the quantity that arrived on a shipped transfer order, check that the order stays Pending Receipt with Received at 10 of 15, then receive the remaining 5.
Receive a Purchase Order and Complete Bin Putaway in NetSuite
Receive the remaining purchase order quantity into an inbound staging bin, then move the received stock to its final warehouse bin using NetSuite WMS Bin Putaway.
Receive a returned device into a bin and inventory status in NetSuite
Open an Item Receipt from a pending Return Authorization, assign the returned unit to a bin and inventory status, and check the saved receipt.
How to receive a serialized purchase-order item in NetSuite WMS Mobile
Enter a serialized PO receipt in WMS Mobile, leave another line open, and verify the posted Item Receipt's serial and bin.
Release a Bulk Picking Wave and Pick It in NetSuite WMS Mobile
Release three sales orders for one item as a Bulk Picking wave, confirm the single consolidated pick task, then enter the combined quantity once on SCM Mobile, choose the lot and stage it.
How to release a zone cycle count from a saved WMS plan in NetSuite
Use a saved WMS cycle count plan for one zone, preview its bins on Generate Cycle Count from Plan, leave one bin out, assign a counter, release the count and start it.
Replenish inventory using NetSuite reorder points
Review manual reorder points and available stock in NetSuite, create the recommended purchase order and verify quantity, price and receiving status.
How to ship a transfer order returning consigned stock in NetSuite
Create a transfer order from a customer consignment location to the main warehouse, assign the lot on its item fulfillment, and check the saved Shipped result.
How to review the Physical Inventory Worksheet report in NetSuite
Open the Physical Inventory Worksheet report and check its item details, preferred vendors, on-hand quantities, and physical-count column before a stock count.
Run a Planned Standard Cost Rollup and Revalue Standard Cost Inventory in NetSuite
Create a standard cost version, run the Planned Standard Cost Rollup for a new purchased item, fix a zero planned cost, then run Revalue Standard Cost Inventory and check the Inventory Cost Revaluation.
Save and ship a picked sales order in OzLINK Mobile
Pick three sales-order lines on the OzLINK handheld, read the Save & Ship result, and compare the sales order's picked, packed, and fulfilled quantities.
How to save an item-filtered Inventory Profitability report in NetSuite
Choose items in the Inventory Profitability Report Builder, save a focused report, and inspect the transactions behind a Quantity Sold link.
How to scan serialized items into an RF-SMART bin transfer
Scan two serialized units in RF-SMART Bin Transfer (Serial), recover from an invalid scan, enter a destination bin, and read the submitted confirmation.
Schedule a Daily Allocate Orders Run for One Subsidiary in NetSuite
Create an Order Allocation Schedule that repeats Allocate Orders every day: choose Daily, set the Next Date and Next Time, pick the subsidiary and the location the run should consider, save it and check the saved schedule and the list.
How to limit inventory costing to an overnight window in NetSuite
Choose Based on custom schedule on Inventory Costing Preferences, set an overnight start window, add the weekend restriction, save, and reopen the page to confirm the stored values.
Set Costing, Base Price and Accounts on a New Inventory Item in NetSuite
Pick the costing method, enter a base price so the price levels calculate, assign the accounts and tax schedule, then check all of it on the saved inventory item.
Set a Reorder Point and Preferred Stock Level for an Item Location in NetSuite
Fill in the planning values on an item's Item Location Configuration record, then order the quantity Order Items suggests and check the purchase order.
How to set up bins for an item that already has stock in NetSuite
Turn on bins for an inventory item that already has stock: create the bin, check Use Bins, put the existing quantity away with a Bin Putaway Worksheet, then receive a purchase order into the preferred bin and check the bin's on-hand quantity.
How to set WMS replenishment levels on a preferred bin in NetSuite
Set the minimum, replenishment, maximum and round quantities on an item's preferred bin, generate and release replenishment, then read the three tasks it creates in NetSuite WMS.
Ship a Packed Carton with Quick Ship on SCM Mobile
Use Quick Ship in the NetSuite WMS mobile app to ship an order that is already picked and packed: pick the order, pick the carton, enter its tracking number, and read the confirmation.
Ship Packed Cartons on Ship Central and Check Tracking on the Item Fulfillment
Ship a packed multi-carton shipment from NetSuite Ship Central, confirm the address, read the tracking numbers, and check that the item fulfillment moved from Packed to Shipped.
How to run a one-item cycle count from Create Inventory Count in NetSuite
Add the Display Name column to the Create Inventory Count item list, narrow it to the count day, create a count for one item, start it, enter the counted quantity and complete it.
Show Manufacturer Address, Tax ID and Tariff Fields on a NetSuite Item
Turn on International Shipping in Set Up Shipping so a NetSuite inventory item shows Producer, Manufacturer Address, City, State, Zip, Tax Id and Tariff, then fill in the manufacturer's customs details and save.
How to split landed cost across items by quantity in NetSuite
Set up landed cost categories, enter freight and duty on an item receipt, allocate them by quantity, and check each item's share in GL Impact and its new average cost.
How to spot count a bin with Smart Count and approve the variance in NetSuite
Count a bin that isn't on the Smart Count task list with Spot Count on the SCM Mobile app, then approve the Tolerance Error on Count Review and find the inventory adjustment.
How to Trace a Lot Number to Affected Customers in NetSuite
A supplier flags one lot of a raw material. Run Lot Trace in NetSuite to find the purchase order, the work orders that used the lot, and the customers and sales orders that received the finished lots.
How to trace why a NetSuite wave is still In Progress from its pick task
Open a wave that is still In Progress, drill from its Pick Tasks tab into the pick task, reconcile the picked quantities per order, read Synchronization Complete, and see what the wave is still waiting for.
How to transfer inventory between locations with a transfer order in NetSuite
Enter, approve, ship and receive a NetSuite transfer order, and check on hand, on order and in transit quantities at each stage.
How to transfer lot-numbered stock between bins in NetSuite
Enter a Bin Transfer, assign the lot and source and destination bins, preserve inventory status, and verify the saved eight-unit movement.
Update Existing Inventory Items from a CSV File in NetSuite
Update existing NetSuite inventory items with the Import Assistant: key the CSV by Internal ID, choose Update, leave Overwrite Missing Fields off, then check the job and the items.
Update inventory item AvaTax codes with a CSV import
Map item names and AvaTax tax codes in NetSuite's CSV Import Assistant, run an Inventory Item update, and verify the saved code.
How to view serial numbers on a saved item receipt in NetSuite
Open a saved item receipt, view its inventory detail, and reconcile the serials with the quantity received.