Content Validation
Header Information
- Verify that the company logo, name, address, and contact details are correctly displayed.
- Check the Sales Order number, date, and status (e.g., Pending Approval, Pending Fulfilment).
- Confirm that the customer’s details (name, address, phone, email) appear correctly.
Line Item Details
- Validate item name, SKU/Item code, quantity, unit price, and amount for each line item.
- Verify correct display of discounts, if any (line-level or order-level).
- Check for tax applied (if applicable) on each line item.
Total Calculations
- Verify that the subtotal, tax, shipping, and total amounts are accurate.
- Ensure the currency symbol is correct based on the customer’s location.
Terms and Conditions / Notes
- Ensure the correct terms and conditions are printed.
- Check if special instructions or notes are displayed as expected.
Layout and Formatting
Page Alignment and Margins
- Verify the overall layout, alignment of text, and table structures.
- Ensure no text truncation or overlapping elements.
- Check page breaks if the order spans multiple pages.
Font and Styling
- Confirm font style, size, and colour match the template.
- Validate the correct use of bold, italics, and spacing.
Functional Validation
Download and Email Functionality
- Ensure the Sales Order PDF is generated successfully upon request.
- Verify the PDF opens without errors.
- Check that the PDF can be attached and sent via email from NetSuite.
Template Versioning
- Confirm that the correct template version is used for the Sales Order.
Export & Storage Validation
File Format
- Verify the PDF file format is correct (e.g., .pdf extension, not corrupted).
File Naming
- Check that the generated PDF file has a meaningful name (e.g.,
SalesOrder_12345.pdf).