How to Create Sales Orders in NetSuite

Here's how to create a Sales order in NetSuite

The main method used is to create the transaction directly from the sales order record.

• Navigate to Transactions > Sales > Enter sales orders. 

• Enter the required information in the header of the form.

• Add the items at the line level.

• Enter any information in the sub tabs if necessary. 

• Once completed, hit the save button.

Once saved, the sales order status will change to “Pending fulfillment”. 

Once the sales order is fulfilled, it will have a status of “Pending billing”. 

When a payment has been accepted, in full, the sales order will have a status of “Bills”. 

Get More Info From an Expert

 

Remember: sales orders are placed from the Transactions tab, as you've just seen.

Sales orders with the status of “Open” can be canceled if not yet fulfilled. Or, alternatively, a partially fulfilled sales order can be closed. 

And that's how you create a sales order.