Well if you're just talking about Excel, you may want to check out "Web Queries" in the Help. That's out-of-the-box. The solution I'm talking about requires you to code a Suitelet in javascript that will call a search and then parse it into CSV and output that.

Web Queries will not require you to go into Netsuite afterwards. Give them a shot and see if they meet your needs, because there is a large cost gap between this free solution and the next step, whatever it may be.

If you create Cash Sales, you will affect inventory, so you will need an Inventory Worksheet to rebalance your inventory back to opening levels. You MUST use a worksheet if you want your system to make sense. Do not use Journals.

Yeah that's been happening for the past two years or so. Just save as .xls or .xlsx, there is no problem.

Excel cannot retrieve saved searches (though you can export a saved search as CSV or .xls). The exception being that if you have the ODBC module you could setup excel to fetch results via SQL queries. I think you could also build Web Services (NOT Web Query) in Excel to fetch results.

Most companies chose to import at least a little bit of historical data. 5 years is a lot though, but it souds like a well-researched decision so that's good. One trick we use, when possible, is to import all transactions items as temporary "Import line" non-inventory items. Ideally, you can even sum everything on the…

Kits Items are supported via CSV Update. Just go under Setup->Import/Export->Import CSV Records.

You're not supposed to be able to import into Date Created, that's a system stamp. I'm not sure why you're able to map to it at all. Try removing that mapping and importing.

There is no import mechanism. You're looking at manual entry only. Sorry.

In oder to affect your On Hand quantity, you must either make a Inventory Adjustment transaction, or use an Inventory Adjustment Worksheet transaction. I explain the crucial differences between the two transactio types in my blog here. One of the biggest gaps Netsuite has right now is the inability to import Worksheets in…

I do not believe so because any memorized transaction has several settings you must define. I don't believe there's any way to do this outside of the user interface.

To reset inventory, you must either do an Inventory Adjustment or an Inventory Adjustment Worksheet. A Worksheet would be best, but that requires an all-manual effort. It can a person several days full-time.

There's a few different ones. We (IT-Ration) have created import solutions for customers tailored to the specific ways they like to import data. If you want a simple generic tool, Celigo's excel sheet thing is nice too.

Hmm, I had a similar problem not long ago - try this: Go to Setup->Company->General PReferences. Find the box called "Show Display Name with Item Codes" and uncheck it. Try reimporting using only Item Name now.

Web Services are not... "doable" from scratch, unless you are a programmer with a lot of free time on your hands. I suggest looking up one of the partners Robert mentionned.

This is for Web Services. I'm not saying I know anything about it, but just from the abstract I can tell you that it's for Web Services ("WS" = Web Services), NOT the CSV assistant.

Celigo is a good tool.

Export both to excel and run a vlookup? Or you could just do a csv "Add" import. If the names match exactly, they will not be imported.

Er, hold on there. You cannot insert values into the DEFINITION of a custom list. Like, if I want a list Fubar to have 50 possible values, I cannot set those 50 possibilities via CSV import. But, when importing an item record, you can import the value you wish the field to have for that item itself. So if I'm importing a…

No, there isn't. However, instead of using a custom list to populate a dropdown, you can use a Custom Record. And those can be imported. Just make sure Name = the value you want to display in your dropdown.

I think that is the "Export Lists" permission from the List tab on Roles.

Hmm, no, it's all or nothing. Out of curiosity, why do you restrict exporting of results?

Hold on - there is a very good reason you can't just play around with quantity on hand. Increasing or decreasing inventory has a big impact on your financials, and the goal of an ERP is to make sure this is done right. I don't know anything about your business process, but you say you receive inventory often - why do you…

Ah ha, so we are talking initial implementation, not live production. Ok that makes much more sense. During implementation, when you import your inventory item, you can at that time, and only at that time set the Qty on Hand for your item, and Netsuite will automatically make the corresponding Inventory Adjustment to make…

Are your sure your items do not have any Auto-Calculate checked in? Are you using Multi-Location? If so, multi-location reorder and preferred are not supported yet.

John, thanks, but we're a small company in the furniture business. I don't have any idea how to perform a get() on an item, where to do it or where the output is generated. I also have no idea what 2_6 endpoint itemPricing and groupPricing is or where it is exposed or what it does. If you can explain it to me in layman's…

The target release date for the multi-currency fix is supposedly August 10th

Printing out the Quanity Pricing is not supported as of yet by v2007, but there is an enhancement request for it that I believe is Work In Progress. Edit: Enhancement Request 71132. It is in fact not Work In Progress. Submit a case to NS and ask to be attached to this enhancement request, the more votes the better. But…

Most of our customers have Multi-Currency AND Volume Pricing on. As such, they cannot use CSV to import items right now. We are July 27th - when will the fix for this come out?

We are planning to release support for QTY Pricing feature on August 1st. Multi Currency support is targeted to August 10th. We appologize for the inconvenience this has caused our users, but the staggered release approach will give us more testing time and will ensure higher quality. It's August 14th - is Multi-Currency…