Creating accurate sales orders is a core function in NetSuite’s order-to-cash cycle. The steps below outline exactly how to enter a sales order and understand its status progression.
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”.
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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”.
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.
FAQ on Sales Orders in NetSuite
Q: How do I edit a sales order after it’s created?
A: If the sales order has not yet been fulfilled, you can reopen it, adjust fields such as items, quantities, or pricing, and save your changes. Fulfilled orders require a return or adjustment transaction.
Q: Why can’t I see the option to create a sales order?
A: Your role may not include sales order permissions. An administrator can grant access by assigning the necessary Sales Order and Transactions permissions under Setup > Users/Roles.
Q: What triggers the status change from Pending Fulfillment to Pending Billing?
A: The status updates automatically when an item fulfillment is created for that sales order. Once fulfillment is complete, NetSuite marks it as Pending Billing.
Q: Can I automate sales order creation through integration?
A: Yes. Sales orders can be automatically created using integrations with ecommerce, CRM, or external order management platforms via REST, SOAP, or middleware like Boomi or Celigo.