The process you've described is a step-by-step guide for creating a new sales order in NetSuite for a customer. This workflow ensures a comprehensive approach to sales order creation and processing in NetSuite.
- Go to Netsuite
- Hover over customer
- Go to transaction
- Hover over sales order
- Click new
- Select the appropriate house account
- Add PO number
- Select lead source from drop down box
- Select location from drop down box
- Add yourself as sales partner
- Click address and add billing and shipping address
- Click items and add SKU number in item box, and add price in amount box (if shipping in fl add sales tax for the appropriate county)
- Click communications add customer's email, and check box "to be emailed"
- Click billing, and add customer's payment info
- Select box that says charge card
- Click save to process transaction