How to Display Total Order Weight on Sales Order in NetSuite

Struggling to keep track of the weight of your sales orders in NetSuite? Look no further, because in this article, we will show you step-by-step how to display the total order weight on your sales orders. You’ll no longer have to worry about manually calculating the weight or wasting time searching for it. Let’s get started!

What is NetSuite?

NetSuite is a cloud-based business management software that offers a comprehensive suite of applications for managing various business processes. It is a popular choice for small to mid-sized businesses looking for an all-in-one solution to streamline their operations and improve efficiency.

With features like customizable dashboards, reports, and analytics, NetSuite provides real-time visibility into business performance, helping businesses make informed decisions and drive growth.

Consider exploring NetSuite’s free trial to experience its features firsthand, and attend training sessions or hire a NetSuite consultant to maximize its utilization for your business.

What is a Sales Order in NetSuite?

In NetSuite, a sales order is a document that outlines the desired products or services a customer wishes to purchase. This document includes important information such as item quantities, prices, and shipping details. The purpose of a sales order is to streamline the sales process and ensure the accurate fulfillment of customer orders. It is also possible to create sales orders directly from opportunities or estimates in NetSuite, making it convenient to convert potential sales into confirmed orders. Additionally, sales orders provide visibility into the status of orders, allowing businesses to track the progress of sales and ensure timely delivery to customers.

NetSuite was founded in 1998 by Evan Goldberg as NetLedger, a web-based accounting software. Over time, the company expanded its offerings beyond accounting to include customer relationship management (CRM), e-commerce, and other business management solutions. In 2002, NetLedger was rebranded as NetSuite and went public in 2007. Today, NetSuite is a leading cloud-based ERP (Enterprise Resource Planning) software that helps businesses of all sizes efficiently manage their operations. The sales order functionality is just one aspect of its comprehensive suite of business management tools.

What Information Does a Sales Order Include?

A sales order in NetSuite includes crucial information about a customer’s purchase request. This information typically includes:

• The customer’s name, contact information, the ordered items, quantities, prices, and shipping instructions.
• Additional details may also be included, such as special requests or applied discounts.

The sales order serves as a formal record of the customer’s intent to purchase and is used as a reference for invoicing and fulfillment processes. It plays a vital role in streamlining order processing and ensuring accurate delivery of products to customers.

The concept of sales orders dates back to ancient times when merchants used written orders to track customer requests and ensure accurate fulfillment. These early sales orders helped establish trust and maintain clear communication between buyers and sellers, similar to their modern counterparts in today’s digital world.

Why Display Total Order Weight on Sales Order?

Displaying the total order weight on a sales order in NetSuite is crucial for several reasons. Firstly, it provides customers with a clear understanding of the overall weight of their order, aiding in shipping and logistics decisions such as packaging and shipping methods. Additionally, having this information allows for more precise cost calculations and helps to identify any discrepancies or errors in the order. Overall, displaying the total order weight on the sales order promotes transparency and streamlines the order fulfillment process.

How to Set Up Total Order Weight Display on Sales Order in NetSuite?

As an e-commerce business, accurately displaying the total order weight on your sales order can be crucial for shipping and inventory management. In this section, we will walk through the steps of setting up the total order weight display on your sales order in NetSuite. By enabling weight on item records, creating a custom field and saved search, and adding it to your sales order form, you can easily view the total weight of each order for efficient fulfillment. Let’s get started with step one: enabling weight on item records.

Step 1: Enable Weight on Item Records

Enabling weight on item records in NetSuite involves following these steps:

1. Access the NetSuite dashboard and go to the Setup menu.
2. Select the Customization option and choose Record Types.
3. Find and click on the Item record type.
4. Under the “Lists” section, click on the Fields subtab.
5. Click on the New button to create a new field.
6. Choose the field type as “Free-Form Text” and provide a label for the field, such as “Weight.”
7. Save the new field.
8. Return to the Item record and enter the weight for each item in the Weight field.

Enabling weight on item records allows for accurate total order weight calculations and improved shipping and inventory management in NetSuite. Keep in mind that this is an essential step for displaying total order weight on sales orders, but it may not be relevant for all industries or account for packaging materials.

Step 2: Create a Custom Field for Total Order Weight

To create a custom field for total order weight in NetSuite, follow these steps:

1. Access your NetSuite account and go to the Customization menu.
2. Select “Lists, Records, & Fields” and choose “Record Types.”
3. Click on “Transaction” and then “Sales Order.”
4. In the “Fields” subtab, click on “New.”
5. Choose the field type as “Numeric” and enter a label for the field, like “Total Order Weight.”
6. Specify the details for the field, such as the decimal places and any restrictions.
7. Save the field and make sure to enable it for the Sales Order form.

True story: A company wanted to streamline their order fulfillment process, and by creating a custom field for total order weight in NetSuite, they were able to accurately calculate shipping costs, manage inventory more efficiently, and improve customer service by providing accurate delivery estimates. This simple customization made a significant impact on their operations, resulting in reduced costs and increased customer satisfaction.

Step 3: Create a Saved Search for Total Order Weight

To create a saved search for the total order weight in NetSuite, follow these steps:

1. Access NetSuite and go to the Customization menu.
2. Select Search > Saved Searches and click on New.
3. Choose a record type to search, such as Sales Order.
4. Under Criteria, add the necessary filters to include the total order weight field.
5. Under Results, select the columns you want to display in the search results, including the total order weight field.
6. Save the search and give it a name.
7. Now, the saved search for the total order weight is created and can be used on the Sales Order form.

Step 4: Add Saved Search to Sales Order Form

To easily add a saved search to the Sales Order form in NetSuite, simply follow these steps:

1. First, access the NetSuite dashboard and navigate to the Customization menu.
2. Select the Forms sub-menu and click on Sales Order.
3. Next, go to the Customize tab on the Edit Sales Order Form page.
4. Scroll down to the Lists section and select the Sublist tab.
5. Then, click on the Add Sublist button and choose Saved Search.
6. In the Saved Search sublist settings, click on the Saved Search field and select the desired saved search from the list.
7. Finally, click on the Save button to save the changes to the Sales Order form.

By following these easy steps, you can quickly and efficiently add a saved search to the Sales Order form in NetSuite, improving your sales order management process and giving you access to important information.

What are the Benefits of Displaying Total Order Weight on Sales Order?

As an e-commerce business, accurately tracking and managing orders is crucial for success. One way to streamline this process is by displaying the total order weight on the sales order. In this section, we will explore the benefits of implementing this feature in your NetSuite system. From more accurate shipping calculations to better inventory management and improved customer service, displaying total order weight can greatly enhance your business operations. Let’s dive in and discover how.

1. Accurate Shipping Calculations

Accurate shipping calculations are crucial in providing customers with reliable cost estimates and ensuring efficient order fulfillment. To achieve this, follow these steps in NetSuite:

1. Enable weight on item records: Go to the item record settings and enable the weight field for each item.
2. Create a custom field for total order weight: Set up a custom field to calculate and display the total weight of all items in an order.
3. Create a saved search for total order weight: Build a saved search to automatically calculate the total order weight based on item weights.
4. Add saved search to the sales order form: Customize the sales order form to include the saved search for total order weight.

By displaying the total order weight on the sales order, you can ensure accurate shipping calculations, improved inventory management, and enhanced customer service. However, it is important to note that this approach relies on accurate item weight data, does not take into account packaging materials, and may not be applicable to all industries.

2. Better Inventory Management

Effective inventory management is crucial for businesses to efficiently track and control their inventory levels. In NetSuite, displaying the total order weight on a sales order can greatly improve inventory management in the following ways:

1. Accurate Stock Replenishment: By knowing the total order weight, businesses can accurately determine the amount of stock needed to fulfill orders.
2. Optimized Warehouse Space: Knowing the weight of orders helps in planning and organizing warehouse space more effectively to accommodate inventory.
3. Reduced Overstocking: With better visibility into the weight of orders, businesses can avoid overstocking, preventing unnecessary costs and space constraints.

Fact: According to a study, companies that implement effective inventory management practices can reduce their holding costs by up to 20%.

3. Improved Customer Service

Improved customer service is a crucial aspect of any business, and displaying the total order weight on sales orders in NetSuite can greatly contribute to this. Follow these steps to achieve this:

1. Enable Weight on Item Records: Make sure to enable the weight feature in the Item Records settings for accurate calculations.
2. Create a Custom Field: Set up a custom field to capture and display the total order weight information on the sales order.
3. Create a Saved Search: Develop a saved search to calculate the total order weight based on the individual item weights.
4. Add Saved Search to Sales Order Form: Customize the sales order form layout by adding the saved search field to display the total order weight.

Displaying the total order weight can benefit businesses in the following ways, enhancing customer service:

1. Accurate Shipping Calculations: The displayed weight helps determine accurate shipping costs, ensuring customers are billed correctly.
2. Better Inventory Management: Knowing the weight of orders aids in managing inventory levels and stock replenishment.
3. Improved Customer Service: Providing customers with the total order weight information allows them to make informed decisions and track their packages more effectively.

However, it is important to note the limitations of displaying total order weight, including the need for accurate item weight data, the exclusion of packaging materials, and its relevance may vary across industries.

Are There Any Limitations to Displaying Total Order Weight on Sales Order?

While displaying the total order weight on a sales order in NetSuite can provide valuable information for businesses, there are certain limitations to consider. In this section, we will discuss the three main factors that may affect the accuracy and relevance of displaying total order weight: the availability of accurate item weight data, the exclusion of packaging materials, and the relevance to different industries. By understanding these limitations, businesses can make informed decisions about whether or not to display total order weight on their sales orders.

1. Requires Accurate Item Weight Data

To ensure the accurate display of total order weight on sales orders in NetSuite, it is crucial to have precise item weight data. To achieve this, follow these steps:

1. Verify: Double-check that the entered item weight data in NetSuite is accurate.
2. Update: Make any necessary adjustments to the item weight data to reflect the actual weight.
3. Consistency: Ensure that all inventory items have accurate weight information.
4. Regular audits: Conduct periodic audits to confirm the accuracy of the item weight data.
5. Training: Train employees responsible for updating item weight data to ensure accuracy.

By following these steps, you can maintain reliable and precise item weight data, enhancing the overall efficiency and accuracy of your sales order process in NetSuite. This is crucial as it requires accurate item weight data.

2. Does Not Account for Packaging Materials

When displaying the total order weight on a sales order in NetSuite, it is important to note that it does not take into account the weight of packaging materials. This means that the displayed weight only includes the weight of the items themselves, and does not consider any additional weight from packaging materials such as boxes, bubble wrap, or packing peanuts. This can result in inaccuracies in shipping calculations and inventory management. To address this limitation, businesses can follow these steps:

1. Ensure that accurate item weight data is entered in NetSuite.
2. Create a custom field to track and display the total order weight, including the weight of packaging materials.
3. Create a saved search that calculates the total order weight by adding the weights of the items and packaging materials.
4. Add the saved search to the sales order form to display the total order weight to users.

By following these steps, businesses can overcome the limitation of not accounting for packaging materials and have a more precise representation of the total weight of sales orders in NetSuite.

3. May Not Be Relevant for All Industries

Displaying the total order weight on a sales order may not be relevant for all industries. Some industries may prioritize other factors like size or volume over weight. For example, industries that deal with lightweight and bulky items may find weight less significant.

Additionally, certain industries that rely on fixed shipping costs or utilize alternative shipping methods may not necessarily require total order weight information. It is important to take into consideration the specific needs and requirements of your industry when determining whether to display total order weight on sales orders in NetSuite.