NetSuite Grid Order Management: Here’s everything you need to know about simplifying the processes for entering orders and managing them
If your company is searching for a more effective and efficient approach to manage order entries, NetSuite’s grid order management can be the ideal answer.
The today’s corporate world requires automated, transparent, and efficient order fulfilment. It sets your company apart, cultivates devoted clients who make larger purchases and promote your brand. That’s where NetSuite’s grid order management comes in.
Keep reading to find out more, and don’t forget to check out our other services so that you may get started with NetSuite today.
PREVIOUS POST — NetSuite SuiteBilling – Billing the way you want it
NetSuite Grid Order Management
NetSuite Grid Order Management enables you to quickly input orders for several similar goods, check inventory and price data, and perhaps even reduce the risk of order entry mistakes.
Grid Order input can be a big time-saver for distribution organizations that fulfil complicated orders with several matrix elements. Try it out if you find yourself wasting too much time reading through a lengthy sales order page with the same item listed numerous times but in a different color or size on each line.
Grid Order Entry Interface
Grid templates are used to input sales orders and to configure matrix items and items with related properties. As you place orders, you may examine item details like Item Name, Location, Quantity Available, and Price.
For some transactions, grid order entry and conventional grid order printing are available. You can print matrix elements in grid format using grid print templates for transactions and forms when grid order entry is not possible.
The features offered for each transaction or form are shown in the table below.:
Availability and Access of Grid Order management SuiteApp
Integrated into your NetSuite account, Grid Order Management is accessible as a shared SuiteApp. For assistance with purchasing the SuiteApp and sharing it with your account for installation, get in touch with your NetSuite account manager.
Only the English language is supported by the Grid Order Management SuiteApp.
NetSuite Grid Order Management Benefits
The key benefits of Grid Order Management include:
- Enables you to input orders in grid format for assembly and inventory items.
- When you are setting up your order transaction, you can make grid templates for objects with comparable properties.
RELATED POST — How to Setup NetSuite Billing Schedules
Features of Grid Order Management
Grid Order Entry
This feature enables grid-based order transaction entry. For buy orders, sales orders, transfer orders, and quotations, grid order entry is an option.
Standard Grid Order Printing
With this feature, you can print transaction records for items added using Grid Order Entry in grid format. Only sales and purchase orders can be printed using standard grid orders.
RECOMMENDED POST — OdeCloud Aiming to Become Leader in NetSuite-Related Content
Grid Print Templates
You can use this feature to print transaction records in grid format, using editable grid templates. For cash transactions, invoices, packing slips, selecting tickets, purchase orders, quotations, and sales orders, grid print templates are offered.
Bulk Grid Printing
This functionality enables you to print numerous transaction records, using grid print templates. Cash sales, invoices, packing slips, pickup tickets, quotations, and transfer orders may all be printed in bulk using grid printing.
Grid Order Management SuiteApp configuration
Prerequisites
Before downloading Grid Order Management, ensure that your account has the necessary functionalities enabled. Go to Settings > Company > Enable Features.
Installation
Installing the Grid Order Management SuiteApp is only possible for administrators. You must configure your account’s options and turn on the necessary features before you can install.
Roles and Permissions
After installing the SuiteApp, you can customize the roles and settings to meet the needs of your business.
The following custom roles become accessible 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
NEXT POST — NetSuite ERP: The Ultimate Business Management Solution
Grid Order Preferences
You can customize the grid order entry form, print the grid, and select your favorite grid template. You may change the Grid Order Entry form’s parameters using the Grid Order Preferences feature.
Setting Grid Templates
You can also design unique grid print templates using the Grid Order Management Suite App for particular transaction records. You must change your grid printing choices after deleting a template that was used for printing grids.
Managing Grid Orders
To add orders to your transactions, use the grid templates you have created. The processes for making order transactions are followed while entering orders using a grid. In a grid arrangement, you can apply one or more templates.
- One template may be used for each Grid Order Entry form for adding orders to transactions. To accomplish this, confirm that the item price has been configured in the item record for each pricing level and currency.
Grid Matrix Information
You can view item quantities and stock levels in grid format using Grid Order Management. The Grid Matrix Information subtab on parent matrix item records shows the following item data for the parent and its child items: Availability, availability, and quantity ordered.
PREVIOUS POST — NetSuite Order Management: Superior Customer Experiences
Grid Printing
Make sure your account has the latest features and permissions before using grid printing.
To present relevant transaction information into a single file, employ grid printing. Grid printing has two options: Grid Print Templates and Standard Grid Order Printing.
To suit your printing requirements, you can modify these grid print templates.
Limitations of Grid Order Management
The following limitations of Grid Order Management should be noted:
- Only these item kinds are supported by Grid Order Management:
- Inventory items (Serialized and Lot Numbered)
- Assembly items (Serialized and Lot Numbered)
- Matrix items (Assembly, Inventory)
- Non-Inventory, Other Charge, and Service item kinds are not supported.
- The Grid Order Entry form does not take into account customizations made to order transaction forms.
- Grid matrix templates for inventory modifications cannot be used with the Advanced Bin/Numbered Inventory Management function if you have serialized and lot numbered products in your inventory.
- If you use several currencies, the chosen currency is used for all order-related transactions and cannot be modified.
- You may print new transactions and forms using grid print templates after installing Grid Order Management. To see the Print Grid option for existing transactions, you must change and save the record. This step is not necessary if printing normal grid orders.
- For transfer orders and inventory modifications, grid order printing is unavailable.
- Only sales orders can be entered using multi-grid order entry.
- On a mobile device, the Grid Order Entry form is not visible.
- To search for locations on the Grid Matrix Information subtab of parent matrix item records and for templates on the Grid Order Entry form of transactions, only the usage of the % wildcard character is supported. See the examples below to find column values that start with, terminate with, or contain the characters you specify:
- str% – Retrieves values that begin with str
- str% – Retrieves values that begin with str
- str% – Retrieves values that begin with str
RECOMMENDED POST — Work Remotely and Travel the World: The Perks of Being a Freelancer
Conclusion
One of the primary objectives of every business that offers products or services is customer’s happiness. That’s because a satisfied customer is more likely to make another purchase from your business, resulting in more income.
With the help of NetSuite Grid Order Management, you can successfully scale your business while meeting and exceeding the growing expectations of your customers for prompt, precise order fulfilment.
