How to Get 6 Months Sales Orders by Item in NetSuite Saved Searches

Are you struggling to keep track of your sales orders in NetSuite? If so, you’re not alone. Many businesses face the challenge of managing their orders efficiently. But fear not, because in this article, we will discuss how you can use NetSuite saved searches to get a comprehensive view of your sales orders by item for the last 6 months. Take control of your sales process and boost your productivity now.

What is NetSuite?

NetSuite is a cloud-based business management software that offers a wide range of applications to help companies manage their financials, inventory, customer relationships, and more. It provides a unified platform that allows businesses to streamline their operations and gain real-time visibility into their performance. With NetSuite, businesses can automate processes, improve efficiency, and make data-driven decisions. It is a popular choice among small and mid-sized businesses as well as larger enterprises.

NetSuite is a comprehensive solution for businesses of all sizes, offering scalability, flexibility, and security.

What are Saved Searches in NetSuite?

Saved Searches in NetSuite are a valuable feature that allows users to generate custom searches and reports within the system. These searches are based on specific criteria and can be saved for future use, providing a convenient way to access frequently needed data from the NetSuite database. They can be created for various purposes, including:

• analyzing sales orders
• monitoring inventory levels
• tracking customer preferences

With the use of Saved Searches, users can efficiently retrieve the information they need from NetSuite, saving time and improving their daily operations.

Why is it Important to Track Sales Orders by Item?

Tracking sales orders by item is crucial for various reasons in business operations. Firstly, it provides valuable insights into the popularity and demand for specific products, allowing companies to make informed decisions regarding inventory management and production planning. Secondly, tracking sales orders by item enables businesses to analyze profitability and identify top-selling items, helping them focus on high-demand products and optimize pricing strategies. Additionally, this information facilitates accurate forecasting and budgeting, ensuring efficient resource allocation. Moreover, tracking sales orders by item supports customer satisfaction by enabling businesses to fulfill orders promptly and accurately. Overall, this practice enhances operational efficiency, profitability, and customer experience.

Why is it important to track sales orders by item?

How to Create a Saved Search for 6 Months Sales Orders by Item in NetSuite?

In order to effectively manage sales orders in NetSuite, it can be helpful to create a saved search for 6 months sales orders by item. This allows you to easily track and analyze the sales data for specific items over a designated time period. In this section, we will guide you through the process of creating a saved search for 6 months sales orders by item in NetSuite. By following these steps, you can efficiently gather and organize the information you need for your sales analysis.

Step 1: Define the Search Criteria

To define the search criteria in NetSuite, follow these steps:

1. Log in to your NetSuite account and go to the Home dashboard.
2. Click on “Reports” in the main menu, followed by “Saved Searches.”
3. Click on the “New” button to create a new saved search.
4. Choose the record type for your search, such as “Sales Order” or “Item.”
5. Under the “Criteria” tab, define the search criteria by adding filters based on your specific requirements.

Suggestions: Be specific in defining the criteria, such as selecting a specific date range or filtering results based on specific fields. Use logical operators to refine your search, such as “AND” or “OR.” Regularly review and update your search criteria to ensure accuracy and relevance.

Step 2: Select the Columns to Display

To choose the columns to display in a NetSuite Saved Search, follow these steps:

1. Click on the “Columns” tab in the Saved Search editor.
2. Choose the desired columns from the available options, including fields such as item name, quantity, price, and customer name.
3. You can also rearrange the order of the columns by dragging and dropping them as needed.
4. Additionally, you can refine the display by selecting summary functions like sum, average, or count for numerical fields.

By selecting the columns to display, you can customize the view of your Saved Search results to focus on the specific information you need for analysis and decision-making.

Step 3: Add Filters to Refine the Results

To further refine the results of a saved search in NetSuite, follow these steps:

1. Access the saved search in NetSuite.
2. Click on the “Edit” button to modify the search.
3. In the “Filters” section, click on “Add Filter”.
4. Select the desired field to filter by, such as “Sales Order Date” or “Item Name”.
5. Choose the appropriate filter type, such as “within” or “contains”.
6. Enter the specific criteria for the filter, such as a date range or a specific item name.
7. Click “Save” to apply the filter and refine the search results.

By incorporating filters into the saved search, you can narrow down the results to meet your specific requirements. This allows for more accurate data analysis and better decision-making.

How to Use the Saved Search Results?

Now that you have successfully run a saved search to retrieve 6 months sales orders by item in NetSuite, it’s time to put those results to use. In this section, we will discuss four practical ways to utilize the saved search results for optimizing your sales strategy. From analyzing sales trends by item to planning for future sales, these tips will help you make the most out of your sales data. Let’s get started!

1. Analyze Sales Trends by Item

To analyze sales trends by item in NetSuite, follow these steps:

1. Access the Saved Searches feature in NetSuite.
2. Create a new saved search and select the relevant record type and criteria.
3. Choose the columns you want to display in the search results, such as item name, quantity sold, and sales amount.
4. Add filters to refine the results, such as a date range for the past six months.
5. Save and run the search to generate the sales data for the selected items.

Pro-tip: Use the saved search results to identify top-selling items, analyze sales trends over time, and make informed decisions about inventory management and future sales strategies.

2. Identify Top Selling Items

To identify the top selling items in NetSuite, follow these steps:

1. Create a saved search in NetSuite.
2. Define the search criteria, such as the sales order date range and item category.
3. Select the columns to display, including the item name, quantity sold, and total sales.
4. Add filters to refine the results, such as filtering by sales quantity or sales revenue.

Using the saved search results, you can:

1. Analyze sales trends by item over a specific period of time.
2. Identify the best-selling items based on the quantity sold.
3. Monitor inventory levels for the top-selling items.
4. Plan for future sales by understanding the popularity of certain items.

Fact: Identifying the top selling items allows businesses to focus on high-demand products and optimize their inventory management.

3. Monitor Inventory Levels

Efficiently managing inventory levels is crucial for successful operations and avoiding stockouts. With NetSuite, you can easily track and monitor inventory levels by creating a saved search using the following steps:

1. Define the search criteria, including the desired time frame and specific items to be monitored.
2. Select the columns to display, such as item name, quantity on hand, and reorder point.
3. Add filters to refine the results, such as setting a minimum quantity on hand or excluding certain types of items.

By utilizing the results from the saved search, you can:

• Analyze sales trends by item to identify high-demand products.
• Identify top-selling items to focus on marketing and effectively managing inventory.
• Monitor inventory levels to ensure timely replenishment.
• Plan for future sales by understanding inventory turnover rates and demand patterns.

NetSuite also offers other types of saved searches, including customer and sales data, financial data, inventory and supply chain data, and employee and HR data.

4. Plan for Future Sales

Planning for future sales is crucial for any business. In NetSuite, you can create a saved search for six months of sales orders by item to help with this process. Here are the steps to follow:

1. Define the search criteria, such as selecting the date range and filtering by sales order status.
2. Select the columns to display, such as the item name, quantity, and sales order date.
3. Add filters to refine the results, such as filtering by specific item categories or customer types.

By utilizing the saved search results, you can:

• Analyze sales trends by item to identify popular products.
• Identify top-selling items to focus on for future sales strategies.
• Monitor inventory levels to ensure availability of high-demand items.
• Plan for future sales by forecasting demand based on historical sales data.

By following these steps and utilizing the saved search results, you can effectively plan for future sales and optimize your business strategies.

What Other Types of Saved Searches Can Be Created in NetSuite?

Saved searches in NetSuite offer a powerful tool for tracking and analyzing data within the system. While we have discussed the specific saved search for obtaining 6 months of sales orders by item, there are many other types of saved searches that can be created in NetSuite. In this section, we will explore the various categories of data that can be queried through saved searches, including customer and sales data, financial data, inventory and supply chain data, and employee and HR data. Each category offers valuable insights and can be customized to fit the specific needs of a business.

1. Customer and Sales Data

To efficiently manage customer and sales data in NetSuite, it is crucial to utilize saved searches. These customized searches allow businesses to access and analyze important information related to customers and sales, such as sales orders, customer demographics, and purchase history.

By utilizing saved searches, businesses can gain valuable insights into sales trends, identify top-selling items, monitor inventory levels, and plan for future sales. NetSuite offers a versatile platform for creating various types of saved searches, making it a powerful tool for efficiently managing customer and sales data.

2. Financial Data

To efficiently track financial data in NetSuite, utilize saved searches. These searches allow you to analyze and monitor various aspects of your financial information.

1. Analyze Profitability: Create a saved search to examine profitability by item, department, or customer.
2. Monitor Cash Flow: Use saved searches to track cash flow by filtering transactions based on their status or date.
3. Identify Financial Trends: By analyzing saved search results, you can identify financial trends, such as changes in revenue or expenses over time.
4. Generate Financial Reports: Customize saved searches to display key financial data, such as balance sheets or income statements.

By utilizing saved searches for financial data, you can gain valuable insights and make informed decisions for your business.

3. Inventory and Supply Chain Data

To efficiently handle inventory and supply chain data in NetSuite, take advantage of saved searches as a valuable tool. These searches offer up-to-date insights and assist in optimizing inventory levels, streamlining procurement, and improving overall supply chain efficiency.

Some essential examples of saved searches for inventory and supply chain data include:

• Tracking stock levels
• Monitoring replenishment needs
• Identifying slow-moving or obsolete items
• Analyzing vendor performance

By utilizing these saved searches, companies can make informed decisions to enhance inventory management, cut costs, and maintain seamless operations throughout the supply chain.

4. Employee and HR Data

Saved Searches in NetSuite can also be used to track and analyze Employee and HR data. By creating a saved search, you can easily access and retrieve information on various HR metrics and employee details. Some examples of the types of saved searches that can be created include:

1. Employee Performance: Track key performance indicators like sales targets, customer satisfaction ratings, or productivity metrics for individual employees or teams.
2. Training and Development: Monitor employee training completion status, certifications, and skill development progress.
3. Attendance and Leave Management: Keep track of employee attendance records, leave balances, and absences.
4. Compensation and Benefits: Analyze data related to employee salaries, bonuses, benefits, and other compensation details.
5. Employee and HR Data: Utilize these saved searches to gain valuable insights into your workforce, identify areas for improvement, and make informed HR decisions.