You can bulk fulfill orders by importing a CSV file that contains a list of fulfilled order numbers. Similar to bulk fulfilling on the Fulfill Orders page, you choose the accounting posting period for the orders, the transaction date, and a shipment status (if the Pick, Pack, and Ship feature is enabled). You can also select the bulk to fulfill location if the Multi-Location Inventory feature is enabled.
The fields required in the CSV file depend on how the following preferences and features are configured in your NetSuite account:
- The Charge for Shipping preference.
- The Advanced Shipping feature.
- The Multi-Location Inventory feature.
- Shipping integration with FedEx, UPS, or USPS.
To determine the fields required in the CSV file, you can download a sample CSV file. If a field is in the sample file for your company, you must include it in the CSV file to be imported. For example, if you charge for shipping, but do not use the Advanced Shipping feature nor shipping integration, the CSV file contains two fields only: Order Number and Tracking Number.
To download a sample CSV, go to Transactions > Order Management > Fulfill Orders and click the Import-CSV button. Click the link next to the File field to download a sample file.
The following table describes the possible fields in a CSV file.
| Field | Description |
|---|---|
| Order Number | The order number as it appears in NetSuite. If order numbers have prefixes, you must include the prefix, for example, “SO160089” instead of “160089”. |
| Transaction Type | This field must be one of the following transaction types:Sales OrderTransfer Order |
| Weight | The total weight of the order. |
| Tracking Number | The tracking number of the package. 64 digits maximum. |
| Label Integration | A boolean value indicating the sales order uses label integration. This field must be one of the following values:TFT (True) indicates the sales order uses label integration. F (False) indicates the sales order does not use label integration. |
The first line in the CSV file must be a header line with the exact field names as they appear in the sample file. You will be unable to upload the CSV file if you omit the header line or name the header fields incorrectly.
Note:
Columns and custom fields cannot be added to this type of import.
To bulk fulfill orders using a CSV Import:
- Go to Transactions > Order Management > Fulfill Orders.
- On the Fulfill Orders page, click the Import-CSV button to open the Import CSV page.
- If you need to prepare a CSV file, click the link next to the File field to download a sample file. You can enter information in this file or create a file like it.Note The first line (header) in the sample file lists the required fields. A brief explanation of the fields is shown below the first line. To use the file, delete all lines in the sample file except the first line and then enter the fulfillment information in the file.
- In the File field, select the CSV file containing the list of fulfilled orders you want to import.
- Enter a posting period and a date.
- If the Pick, Pack, and Ship feature is enabled, select a value for Set Shipment Status To. If the CSV import process is completed successfully, the status of the item fulfillment is set to the value you selected in the Set Shipment Status To field.
- If Multi-Location Inventory is enabled, select a location in the Bulk Fulfill from Location dropdown.
- If the Advanced Shipping feature is enabled, select a value for Ship Via.
- To specify the values for other fields in the orders, select a field in the Field column and enter the value in the Selection, Checked, Text, or Date columns. The value you specify will be used for all orders in the CSV file.
- Click Submit.When you click Submit, the Process Status page shows the submission status of the CSV import process. Click the Refresh button to update the status. When the status is Complete, you can view the results of the import.
When working with a third-party logistics service, you typically need to send a list of orders to the third-party before the orders can be processed and fulfilled in bulk. You can export a list of orders from NetSuite to a CSV file. To export a list of sales orders, go to Transactions > Sales > Enter Sales Orders > List. Filter the list of orders as required and then click the Export – CSV button