NetSuite guides

Sales orders & fulfillment in NetSuite

Move from a customer quote to an order, ship it, and handle the return if one comes back. Follow the transaction links and saved statuses to see which step comes next.

Sales orders & fulfillment5 min read

Add suggested items to a sales-order draft in NetSuite

Use Intelligent Recommendations to review customer-based item suggestions, enter quantities, and add multiple items to an unsaved NetSuite sales-order draft.

Sales orders & fulfillment6 min read

Review and Authorize an Employee Commission in NetSuite

Check a commission's schedule, source sale, eligible amount, and prior authorizations before creating the commission transaction.

Sales orders & fulfillment5 min read

Automatically Discount a NetSuite Sales Order Over a Minimum Amount

Set up a SuitePromotions order promotion that NetSuite applies by itself once a sales order subtotal reaches a minimum, and check the discount in the Summary and on the Promotions subtab.

Sales orders & fulfillment6 min read

Bulk Fulfill Sales Orders from a CSV File in NetSuite

Use Import - CSV on the Fulfill Orders page to create item fulfillments for a list of sales orders in one background process, then check the orders moved to Pending Billing.

Sales orders & fulfillment5 min read

How the Can Be Fulfilled/Received Setting Changes New NetSuite Sales Orders

Compare two new sales orders for one non-inventory item, with Can Be Fulfilled/Received selected and cleared, under fixed shipping and billing conditions.

Sales orders & fulfillment5 min read

How to Clear All Customer Item Pricing with a CSV Update in NetSuite

Back up one customer's item prices, map blank pricing columns with Update and Overwrite Sublists, and verify the empty Item Pricing list.

Sales orders & fulfillment6 min read

Compare India SuiteTax Output Tax After a Ship-To Change

Preview one India sales order for Karnataka and Delhi destinations, then compare the returned output-tax rows without relabeling generic partner-engine codes.

Sales orders & fulfillment4 min read

How to convert an estimate to a sales order in NetSuite

Convert an accepted NetSuite estimate to a sales order, review copied lines, and verify the Created From link on the saved order.

Sales orders & fulfillment4 min read

How to create a cash sale in NetSuite

Create a NetSuite cash sale, review customer and item details, and check the saved total and deposit status with clear screenshots.

Sales orders & fulfillment6 min read

How to create a discount item and apply it to a sales order in NetSuite

Create a percentage Discount item that posts to a sales discount account, then use it on a sales order: as the order-level Discount Item to discount every line, or as a line to discount only the item above it.

Sales orders & fulfillment4 min read

How to create a return authorization from an invoice in NetSuite

Create a NetSuite return authorization from an invoice, review return quantities, and verify the source invoice and Pending Receipt status.

Sales orders & fulfillment4 min read

How to create a sales order in NetSuite

Create a NetSuite sales order, review its items and total, and check Pending Fulfillment alongside committed and back-ordered quantities.

Sales orders & fulfillment4 min read

How to create an estimate in NetSuite

Create a NetSuite estimate, review the customer, expiration, and quoted items, then check the saved proposal before the next sales step.

Sales orders & fulfillment6 min read

How to create an intercompany sales order from a purchase order in NetSuite

Generate the selling subsidiary's sales order from an intercompany purchase order with Manage Intercompany Sales Orders, fix the empty list a currency mismatch causes, and check that the two orders are paired.

Sales orders & fulfillment5 min read

Create a service item and trace the invoice that uses it

Create a Service For Sale item, leave its default sales price blank, enter a manual invoice rate, and trace the saved invoice from the item's related transactions.

Sales orders & fulfillment7 min read

How to follow a drop-ship sales order and purchase order in NetSuite

Check drop-ship setup, follow the linked vendor PO, verify the customer address, and save a shipped fulfillment while keeping billing separate.

Sales orders & fulfillment5 min read

Follow an Order Through Shipment, Invoicing, and Payment in NetSuite

Create a sales order, record its fulfillment, invoice the shipped items, and apply a customer payment to the correct invoice in NetSuite.

Sales orders & fulfillment8 min read

How to fulfill a sales order from another subsidiary's warehouse in NetSuite

Ship a sales order from a warehouse that belongs to another subsidiary, see where cost and revenue post, and generate the cross charge that settles them.

Sales orders & fulfillment6 min read

Import Customer Item Prices from CSV in NetSuite

Load negotiated customer-specific item prices into the Item Pricing sublist with a Customers Only CSV import, fix the proposed mapping, and check a sales order uses the new price.

Sales orders & fulfillment6 min read

How to create partial Item Fulfillments from two locations in NetSuite

Create two separate partial Item Fulfillments when order sourcing, item availability, location controls, and account features allow two warehouse sources.

Sales orders & fulfillment5 min read

How to partially receive a customer return in NetSuite

Authorize two returned units, receive only the one that arrived, and verify the received and still-open quantities on linked return records.

Sales orders & fulfillment7 min read

Print a Master Bill of Lading in NetSuite

Use the Bill of Lading SuiteApp to print one master BOL for several item fulfillments, include already-printed fulfillments, and read how the master totals packages and combines freight lines.

Sales orders & fulfillment6 min read

Raise Item Prices by a Percentage in NetSuite with Update Prices

Use Lists > Mass Update > Update Prices to raise List Price 8% on one class of items, round to whole dollars, preview old and new prices, then check that discount price levels followed.

Sales orders & fulfillment7 min read

How to recover failed sales order CSV imports in NetSuite

Retry only missing sales orders after a partial NetSuite CSV import, using verified item Internal IDs and External ID checks.

Sales orders & fulfillment4 min read

Approve a pending sales order before fulfillment

Review a pending sales order in the standard approval queue, submit approval, and verify the resulting order status.

Sales orders & fulfillment6 min read

How to sell a bundle with an item group on a NetSuite sales order

Add an item group to a NetSuite sales order, see it expand into component lines and an End of Group total, then reprice one component with a price level and another with a typed rate.

Sales orders & fulfillment5 min read

How to sell a kit at its package price on a NetSuite sales order

Check a NetSuite kit/package item's components and its own Base Price, then add it to a sales order and see it sell as one line at the package price instead of the sum of its parts.

Sales orders & fulfillment6 min read

How to set a default price level for a customer in NetSuite

Create a price level 15% below Base Price, let NetSuite fill it on existing items, set it as a customer's Price Level, and check that a new sales order line starts at the discounted rate.

Sales orders & fulfillment8 min read

How to set up a buy one get one free promotion in NetSuite

Create an automatically applied buy-one-get-one Item Promotion with SuitePromotions, then test it on a sales order to see how Combinable, Item Line Exclusive and Exclusive change which promotions apply.

Sales orders & fulfillment6 min read

How to set up a manufacturer rebate agreement in NetSuite

Create a Receiving rebate agreement with the Rebates and Trade Promotions SuiteApp, limit it to the right customers and items with agreement details, and check the estimated rebate on a sales order line.

Sales orders & fulfillment7 min read

How to Set Up an Employee Commission Schedule and Plan in NetSuite

Create a flat 8% employee commission schedule, add it to a commission plan, assign the plan to a sales rep with the right From date, and check the calculated commission on the plan's Transaction Calculations subtab.

Sales orders & fulfillment6 min read

How to set up quantity pricing with price levels in NetSuite

Add a quantity break to an item's pricing matrix in NetSuite, then check that a sales order line applies the break and a percentage price level together.

Sales orders & fulfillment6 min read

Ship Sales Order Lines to Different Addresses in NetSuite

Turn on Enable Item Line Shipping so each sales order line gets its own Ship To and Ship Via, then click Calculate Shipping to get one shipment and one shipping rate per destination.

Sales orders & fulfillment5 min read

Show Item Group Components on a Printed Sales Order in NetSuite

Check Display Components on Transactions on a NetSuite item group so the printed sales order lists each component with its quantity, rate and amount instead of one bundle line.

Sales orders & fulfillment5 min read

Swap Prices Between Two Price Levels in NetSuite

Fix prices loaded into the wrong NetSuite price level by swapping two levels with Lists > Mass Update > Swap Prices Between Price Levels, then check the item list and an item's pricing matrix.

Sales orders & fulfillment6 min read

Trace SuiteTax Nexus and Tax Details on a Sales Order

Preview a sales order’s tax, inspect the saved nexus and item tax rows, and reconcile the result before comparing an Ohio origin-based example.

Sales orders & fulfillment7 min read

Unpair an Intercompany Sales Order to Add a Missing Location in NetSuite

A paired intercompany sales order won't take a location. Swap the lines on both orders to a non-inventory placeholder to break the pairing, delete the sales order, restore the purchase order and generate the sales order again with the location set.