1. Order Management
  2. Sales Orders and Cash Sales
  3. Sales Orders
  4. Creating Sales Orders

Creating Sales Orders

Enter sales orders to record items and services you promise to customers. Then, you can fulfill sales orders to track which items and services have already been delivered and which are still pending. Sales orders don't affect your general ledger.

For information specific to Not-for-Profit (NFP), see Pledge and Donation Management.

NetSuite offers several types of predefined sales order forms. You or an administrator can also create customized sales order forms.

If you've enabled and configured the Automatic Location Assignment feature, NetSuite automatically assigns locations to sales order lines based on inventory available at each location and how the feature is configured. For more information, see Order Fulfillment Automation. To enter a sales order with the feature enabled, see Assigning Locations Automatically in a Sales Order.

You can choose a fulfillment location for sales order items in the Location column on sales order lines. If you use the Intercompany Cross-Subsidiary Fulfillment feature, you can fulfill from other subsidiary locations. In this case, use the Inventory Location column instead of the Location column on sales order lines to select a fulfillment location. The column shows locations in the customer subsidiary, as well as locations in all other subsidiaries that have a global inventory relationship with the transaction subsidiary. See Intercompany Cross-Subsidiary Fulfillment for more information.

To split an order for payment, you have two options:

Creating a Sales Order

Entering a sales order with the standard sales order form lets you create a basic sales order, which can then be billed as an invoice or a cash sale. The minimum information you need to enter on a sales order is:

For information about additional fields in the sales order header, see Sales Order Header Fields.

To create a standard sales order:

  1. Go to Opportunities > Transactions > Sales Orders > New.

  2. In the Custom Form field, select Standard Sales Order.

    The standard sales order form is the default. For more information about how this form works, see The Standard Sales Order Form.

  3. In the Customer field, select a customer.

    If you use the Projects feature, you can select a project or job.

    Note:

    If you add, edit, or delete a project after a sales order is billed:

    • the sales order becomes a standalone sales order and is no longer associated with the invoice

    • the invoice is removed from the Related Records subtab on the sales order

  4. Enter a date for the transaction. The current date is entered by default.

  5. Select the status of the transaction. Your company’s accounting preferences determine the default status.

  6. In the Items subtab, add items to the sales order.

    To add an item, select it in the Item column, enter the quantity, and then click Add. You can enter additional details for each line item such as an inventory commitment setting, order priority, or expected ship date. See Adding Items on a Sales Transaction for more information.

  7. Enter additional information as necessary. You can enter general information in the sales order header. You can also enter information related to shipping, billing, payments, accounting, relationships, and communication:

  8. Click Save. You can also do one of the following:

    • Click Save & Print to save and print the form.

    • Click Save & Email to save the form and email it.

    • Click Save and Fulfill to save the information and immediately open a fulfillment form for this order.

Note:

The Save and Fulfill button shows on new sales orders only. It doesn't show when you edit an existing order. To edit an existing sales order, go to Transactions > Sales > Enter Sales Orders > List (Administrator) and then click Edit next to the order. If the sales order is closed, in the Closed column of any line item, click to show the box, clear the box, and then click Save.

Sales Order Header Fields

The sales order header fields let you add more details about a sales order transaction. You can enter general, sales, and classification information for reporting. The available fields may vary based on your company's enabled features. The standard sales order form fields are listed in the following table.

Field

What It's For

Primary Information

End Date

When the sales order expires.

PO Number

The customer's purchase order number.

Memo

A note about the sales order. The memo appears on some sales order reports.

You can also search for keywords in the Memo field using Search Transactions.

Start Date

When the first invoice is generated. The Advanced Billing feature must be enabled to create an invoice based on the start date.

Sales Information

Exclude Commissions

Check this box to skip commission calculations for this sales order and its sub-transactions.

Lead Source

Where the lead came from.

Opportunity

The related opportunity. This field appears only when the Opportunities feature is enabled.

Partner

The associated partner. If you use the Multi-Partner Management feature, you can associate partners with this transaction on the Relationships subtab.

Sales Effective Date

The date that determines the commission plan and sales team.

Sales Rep.

The sales representative assigned to the sales order. If you use the Team Selling feature, you can set this on the Sales Team subtab.

Classification

(OneWorld) Subsidiary

Defaults to the customer's primary subsidiary, unless its shared with multiple subsidiaries.

If the customer record is shared with multiple subsidiaries, choose the subsidiary by which to classify the sales order.

Class

How to classify the sales order.

Department

The department to classify the sales order under.

Location

Where to classify the sales order.

Related Topics

General Notices