Importing Cash Sale Transactions and Assigning Lots
The SuiteApp also provides the ability to import cash sale transactions and assigning lots to the items in the cash sale transactions. The CSV Import – Cash Sale page is provided for the same.
You must first create a saved CSV import of the cash sale transactions and note the script ID of the saved CSV import. The saved CSV import can be of single or multiple files.
When creating the saved CSV import using single file, set the following mapping:
|
CSV File Column |
NetSuite Field |
|---|---|
|
Customer |
Cash Sale: Customer (Req) |
|
ExternalId |
Cash Sale: External ID |
|
Process |
Cash Sale: Handling Mode (Req) |
|
Location |
Cash Sale: Location |
|
Date |
Cash Sale: Date (Req) |
|
Item |
Cash Sale – Items: Item |
|
Quantity |
Cash Sale – Quantity |
|
InventoryDetail:Status |
Cash Sale – Items – Inventory: Inventory Detail:Status |
|
InventoryDetail:Serial/LotNumber |
Cash Sale – Items – Inventory Detail:Serial/LotNumber |
|
InventoryDetail:Quantity |
Cash Sale – Items – Inventory Detail: Quantity |
When creating the saved CSV import using multiple files, set the following mapping:
|
CSV File Column |
NetSuite Field |
|---|---|
|
Customer |
Cash Sale: Customer (Req) |
|
ExternalId |
Cash Sale: External ID |
|
Process |
Cash Sale: Handling Mode (Req) |
|
Location |
Cash Sale: Location |
|
Date |
Cash Sale: Date (Req) |
|
Amount |
Cash Sale – Items: Amount |
|
Item |
Cash Sale – Items: Item |
|
Quantity |
Cash Sale – Quantity |
|
InventoryDetail:Status |
Cash Sale – Inventory: Inventory Detail:Status |
|
InventoryDetail:Serial/LotNumber |
Cash Sale – Inventory Detail:Serial/LotNumber |
|
InventoryDetail:Quantity |
Cash Sale – Items – Inventory Detail: Quantity |
For more information about saved CSV imports, read Working with Saved CSV Imports.
This import checks for all the available lots without considering the expiry date condition when assigning lots.
Importing Single File Cash Sale Transactions and Assigning Lots
Before proceeding:
-
Create a single file saved CSV import of the cash sale transactions
-
Note the script ID of the saved CSV import.
Make sure you use the same delimiter that use selected in the CSV Column Delimiter field of the saved CSV import.
To import single file cash sale transactions and assigning lots:
-
Go to Lists > FEFO Lot Assignments > CSV Import – Cash Sale.
-
In the Saved CSV Import Script ID field, enter the script ID of the saved CSV import.
-
Select Upload Using Single File.
-
Click Choose File.
-
In the Open window, navigate to the CSV file and click Open.
-
Click Import.
Importing Multiple File Cash Sale Transactions and Assigning Lots
Before proceeding:
-
Create a multiple files saved CSV import of the cash sale transactions
-
Note the script ID of the saved CSV import.
Make sure you use the same delimiter that use selected in the CSV Column Delimiter field of the saved CSV import.
To import multiple file cash sale transactions and assigning lots:
-
Go to Lists > FEFO Lot Assignments > CSV Import – Cash Sale.
-
In the Saved CSV Import Script ID field, enter the script ID of the saved CSV import.
-
Select Upload Using Multiple Files.
-
From the (Primary File) Cash Sale field, click Choose File.
-
In the Open window, navigate to the CSV file and click Open.
-
(Optional) To add more saved CSV import files, click Choose File from one or more of the following fields and add the files:
-
(Optional) Cash Sale – Items
-
(Optional) Cash Sale – Items – Inventory Detail
-
(Optional) Cash Sale – Billable Time
-
(Optional) Cash Sale – Billing Address
-
(Optional) Cash Sale – Shipping Address
-
-
Click Import.