All You Need to Know About Streamlining the Processes for Order Management and Entry
If your organization is looking for a more productive and streamlined method for managing order entries, NetSuite’s grid order oversight can be the perfect solution. Today’s business environment demands automated, transparent, and effective order fulfillment. It distinguishes your organization, nurtures loyal customers who make larger purchases, and enhances your brand. This is where NetSuite’s grid order oversight proves invaluable. Continue reading to learn more, and be sure to explore our other offerings to start utilizing NetSuite today.
NetSuite Grid Order Management
NetSuite Grid Order Management allows you to swiftly enter orders for multiple similar items, check inventory and pricing data, and potentially minimize the chances of order entry errors. Grid order input can significantly save time for distribution companies handling complex orders containing multiple matrix elements. Consider it if you find yourself spending too much time navigating a lengthy sales order document featuring the same item multiple times but in various colors or sizes on different lines.
Grid Order Entry Interface
Grid templates facilitate the entry of sales orders and configuration of matrix items alongside items with related characteristics. While placing orders, you can review item details such as Item Name, Location, Available Quantity, and Price. For certain transactions, both grid order entry and traditional grid order printing are available. When grid order entry isn’t feasible, you can print matrix items in grid format using grid print templates for transactions and forms. The table below illustrates the features available for each transaction or form.
Accessibility and Availability of Grid Order Management SuiteApp
Built into your NetSuite account, Grid Order Management is reachable as a shared SuiteApp. For assistance with acquiring the SuiteApp and integrating it with your account for installation, contact your NetSuite account manager. Currently, only the English language is supported by the Grid Order Management SuiteApp.
Advantages of NetSuite Grid Order Management
The primary advantages of Grid Order Management include:
- Facilitates entry of orders in grid format for assembly and inventory items.
- You can create grid templates for items sharing similar properties when configuring your order transactions.
Features of Grid Order Management
Grid Order Entry
This feature allows for grid-based transaction entry. For purchase orders, sales orders, transfer orders, and quotations, grid order entry is available.
Standard Grid Order Printing
With this feature, you can produce transaction records for items added using Grid Order Entry in grid format. Only sales and purchase orders can be printed using standard grid orders.
Grid Print Templates
This capability lets you print transaction records in grid format, utilizing customizable grid templates. Grid print templates are available for cash transactions, invoices, packing slips, sales tickets, purchase orders, quotations, and sales orders.
Bulk Grid Printing
This functionality allows for the printing of multiple transaction records using grid print templates. Cash sales, invoices, packing slips, sales tickets, quotations, and transfer orders may all be printed in bulk through grid printing.
Configuration of Grid Order Management SuiteApp
Prerequisites
Before downloading Grid Order Management, ensure your account has the requisite functionalities enabled. Go to Settings > Company > Enable Features.
Installation
Only administrators can install the Grid Order Management SuiteApp. You must set up the options for your account and activate the necessary features before installation.
Roles and Permissions
After installing the SuiteApp, you can tailor roles and settings to align with the demands of your business. The following custom roles become available after installing the Grid Order Management SuiteApp:
- CEO – Grid Order Entry
- CFO – Grid Order Entry
- Sales Manager – Grid Order Entry
- Sales Vice President – Grid Order Entry
- Sales Administrator – Grid Order Entry
- Sales Person – Grid Order Entry
Grid Order Preferences
Customize the grid order entry form, print the grid, and choose your preferred grid template. You can adjust the parameters of the Grid Order Entry form using the Grid Order Preferences feature.
Setting Grid Templates
You can also create unique grid print templates using the Grid Order Management SuiteApp for specific transaction records. After deleting a template used for printing grids, you need to update your grid printing settings.
Managing Grid Orders
To add orders to your transactions, utilize the grid templates you have created. The procedures for creating order transactions are followed while inputting orders via grid. Within a grid setup, you can apply one or more templates.
- Each Grid Order Entry form can utilize a single template for adding orders to transactions. To achieve this, ensure that the item price has been set in the item record for each pricing tier and currency.
- Grid Order Management only supports these item types:
- Inventory items (Serialized and Lot Numbered)
- Assembly items (Serialized and Lot Numbered)
- Matrix items (Assembly, Inventory)
- Non-Inventory, Other Charge, and Service item types are not supported.
- The Grid Order Entry form does not incorporate customizations applied to order transaction forms.
- Inventory modification grid matrix templates cannot be utilized with the Advanced Bin/Numbered Inventory Management function if you have serialized and lot numbered products.
- When utilizing multiple currencies, the selected currency is applied to all order-related transactions and cannot be altered.
- You may print new transactions and forms utilizing grid print templates after installing Grid Order Management. To see the Print Grid option for existing transactions, you must adjust and save the record. This step is not required for printing standard grid orders.
- Grid order printing is not available for transfer orders and inventory modifications.
- Only sales orders can be entered using multi-grid order entry.
- The Grid Order Entry form is not visible on mobile devices.
- On the Grid Matrix Information subtab of parent matrix item records and for templates on the Grid Order Entry transaction form, only the use of the % wildcard character is supported. See the examples below to find column values that start with, end with, or contain the specified characters:
- str% – Retrieves values that commence with str.
Conclusion
A primary aim for every business providing products or services is ensuring customer satisfaction. A happy customer is more likely to return for future purchases, generating increased revenue. With NetSuite Grid Order Management, you can effectively expand your business while meeting and surpassing your customers’ rising expectations for prompt and accurate order fulfillment.
