Streamlining Sales Order Processes by Restricting Item Selection to Service Items in NetSuite

To enhance the efficiency and accuracy of sales orders, we implemented a restriction that allows only service items to be selected within the sales order process in NetSuite. First, we created a service item entity by navigating to Lists > Accounting > Items > New, selecting Service Item for Sale, and configuring the necessary details.… Continue reading Streamlining Sales Order Processes by Restricting Item Selection to Service Items in NetSuite

Add Multiple Recipients When Emailing From Sales Order

Scenario User would like to include multiple email addresses when sending email via To Be Emailed field on a Sales Order > Communication tab > Messages subtab. Solution Navigate to Transactions > Sales > Enter Sales Orders > List Sales Order: Click Edit Click Communication Click Messages To be e-mailed: Enter Checkmark Enter Email Addresses Note: This is the box on the right. Users can enter multiple email addresses by separating… Continue reading Add Multiple Recipients When Emailing From Sales Order