Netsuite
How to Create an RMA
Overview. A Return Merchandise Authorization (RMA) allows the management of the return process for items customers want to send back due to defects, dissatisfaction, or incorrect shipments. An RMA must be created and provided to customers to include
How to Cancel an Order
Overview. This article outlines the procedures for closing orders in NetSuite, including steps for handling Item Fulfillment (IF) and the necessary approvals from leadership. Conditions for Closing Orders. Steps for Orders with Item Fulfillment. Deta
How to Check the Status of an Item Fulfillment (IF)
Overview. This article provides step-by-step instructions to help agents efficiently check the status of an Item Fulfillment within NetSuite. Step 1: Locate and Open the Sales Order. Step 2: Scroll to the Sales Order Sublist. Step 3: Review Available
How to Create a Sales Order
Preliminary Checks. Sales Order Creation. Complete the Following Sections. Primary Information. Classification. Sublists. Shipping. Billing. Note: When entering an EU, UK, or ANZ address, it can be entered in the box by selecting the ‘Override’ check
How To Identify and Handle 3PL Errors
Overview. This article explains how to identify and handle 3PL (Third-Party Logistics) errors that may occur in Item Fulfillment (IF) processes. It also outlines how to pinpoint the root cause of each error to ensure proper order fulfillment. Verific
How to Locate an Order
Overview. This guide outlines the process of finding an order within NetSuite using the global search feature. Whether you're searching by order number, customer name, or other identifiers, NetSuite's global search streamlines the task of locating an
How to Process a Credit Memo & Refund
The following article will provide a step-by-step process for efficiently recording a refund in NetSuite. Connected Processors may be processed directly in NetSuite. All others (including ApplePay) must be processed directly in the appropriate p
Updating Shipment Locations
Overview. This article provides a step-by-step guide on how to update a shipment location in NetSuite. It is essential to follow location assignment rules once an order is approved. These rules include:. Location Assignment Rules:. Step-by-Step Proce
Tax Exemption Request
Overview. On occasion, individual customers will request a refund of taxes paid on an order due to the furnishing of a tax exemption certificate. Either the customer is ordering on behalf of the government, is a diplomat, or is a part of a tax-exempt
How to Confirm an Authorized Retailer
This article provides a step-by-step process for efficiently locating an authorized retailer in NetSuite using the global search feature. Step 1: Navigate to the Global Search Bar. Step 2: Enter Retailer Name. Step 3: Identify Authorized Retailers.