-
NSC | Deleting a Cash Sale
Scenario Deleting a Cash Sale may be necessary in cases such as data entry errors, duplicate transactions, test entries made during training, unauthorized or fraudulent activity. Solution 1. Edit the transaction record > Actions > Delete 2. Open the Transaction List View > Inline Edit = T > New dropdown > Delete record…
-
NSC | Printing of Cash Sale
Scenario Printing a Cash Sale serves as a proof of purchase for the customer, supports internal record-keeping, ensures transaction transparency, aids in customer service processes like returns or warranties, and helps meet regulatory or compliance requirements. Solution • Bulk Printing: Navigate to Transactions >…
-
Missing COGS in Cash Sale
Hello, We have cash sale records created from Shopify in NetSuite. There are no sales orders or item fulfillments. We noticed that on some cash sale records we are missing COGS for inventory items. Then noticed that those inventories were missing cost in the respective locations. To test the process, we made an inventory…
-
NSC | Saved Search > Compare Daily Sales Month by Month
Kindly follow the steps below if you want to create a Saved Search Report to compare your daily sales month by month: Go to Lists > Search > Saved Searches > New > Transactions Create a name for this Custom Transactions Saved Search Under Criteria tab > Standard tab, Add Filters: Type | any of | Cash Sale, Invoice Date |…
-
Created a Gift Certificate, but cannot populate that on Cash Sale.
Hi, We created a Gift Certificate (not card) for us to use (this is a test before we can actually start using it). We have the appropriate accounts set up and we actually want to set our accounting preferences for this to be "Enter on Order" but for now we have set it to "System Generated" and saved the certificate. We…
-
Issue with Credit Card on Charge to Parent Orders
We are seeing an issue with the credit card being charged/settled when the Charge to Parent checkbox is checked on a Sales Order. It is authorizing, it is billing the correct customer, but the card is not being charged. The Cash Sale is going to a Unapproved Payment status. Below are some details from Sandbox DEV.…
-
Apply shipping charge to last cash sale versus the first.
Issue on orders with multiple fulfillments. Since moving our shopify site to Shopify payments I am now tasked with holding the shipping charge until the final cash sale (fully shipped) to match the Shopify process, versus our long-standing native netsuite behavior of applying the full shipping to the first cash sale. Has…
-
Cash Sale Undeposited Funds
Hi, A cash sale order is created. The customer payment goes to undeposited funds. Once we receive confirmation that the customer payment has been deposited to our bank, we now want to update the cash sale order to deposited funds. Is possible to update the cash sale order to deposited funds if the bank deposit occur in the…
-
NetSuite connector - promo code issue
NetSuite connector-we have an issue on order/cash sales relating to promo code mismatch. Identical promo codes are setup in Shopify and NS. Yet, we get error in farapp that there is no matching code. Is there any setting needed in Promo code setting in NS? read about specifying 'site' in one field. but there is no such…
-
How to Convert Sales Order 0.00 Amount to Fulfilled and as a Cash Sale?
This is a two prong question (s). How do I automatically convert 0.00 Amount Sales Orders to Fulfilled? Then Covert this 0.00 amount Sales Order Fulfilled to a Cash Sale? All of the sales orders are handled as cash sales, since we are recognizing sales even before an order is fulfilled.