Transactions
This is a transaction that records a commitment to sell items or services to a customer
Sales Order
This field allows you to select which form you want to use to create this record
Custom Form
This data handling type is selected if all imported records are new to NetSuite
Add
This feature further refines the shipping process to allow you to track separate stages for picking, packing, and shipping orders.
Pick, Pack, & Ship
Check this box if you want an e-mail sent to the customer when a sales order is cancelled
Send Email Confirmation When Sales Order Canceled
This transaction is a record of a sale to a customer
Invoice
Check this box to assign your customer the Customer Center role
Give Access
This data handling type is selected if all imported records already exist in NetSuite, and the import is intended to modify these records
Update
Apply payments, credits, and deposits either through top-level customers or individual subcustomers and print consolidated customer statements.
Consolidated Payments
Check this box to require re-approval when someone edits a sales order that was previously approved
Require Re-Approval on Edit of Sales Order
This transaction records the sale of goods or services for which you receive immediate payment
Cash Sale
When you check this box, this customer will no longer appear on customer, prospect or lead list
Inactive
This data handling type is selected if imported records are a mixture of new and existing records
Add or Update
This feature gives your shipping and accounting departments separate processes for fulfilling and billing sales orders.
Advanced Shipping
Select the transaction types you do not want to include on non-forecast sales reports
Transaction Types to Exclude from Sales Reports
This transaction decreases the amount a customer owes you
Credit Memo
This box must be checked if you want to ship orders to this customer only when fully fulfilled
Ship Complete
For updates, enable this option to clear NetSuite fields mapped to CSV file fields that do not contain data
Overwrite Missing Fields
This feature gives your receiving and accounting departments separate processes for receiving and billing purchase orders.
Advanced Receiving
Check this box to have your invoices show items that have yet to be fulfilled
Show Unfulfilled Items on Invoices
This transaction is a record of expected customer returns.
Return Authorization (RMA)
For Customers using the OneWorld account, you cannot enter Transactions for the Customer unless this field has been assigned
Primary Subsidiary
For updates, enable this option to cause imported sublist data to completely replace existing sublist data, instead of selectively updating or being appended.
Overwrite Sublists
This feature allows service companies to manage recurring billing on sales orders.
Advanced Billing
Check this box to invoice your customers for the full amount prior to the complete fulfillment of an order.
Invoice in Advance of Fulfillment