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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Importing Customers and Sales orders at the same time
We've got a call centre that do sales for us, then send a CSV with the customer's personal details, CC details and the item they ordered.
I want to import all this info at the same time - to go from scratch, to having a customer entered in the system with a sales order, a transaction, and all their details. But if I upload as "customers and contacts together" (under relationships) then even if i enter cc details and sales items etc, it enters just the customer with no transaction. And if I then try to import a sales order, it won't accept it without the customer number (which the system just generated, and isn't in the original CSV).
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