Sales Orders and Invoice Handling

#

(A) SALES ORDER ISSUANCE

##

1. Login to NetSuite

##

2. Enter Sales Order

INPUT:

###

i) CUSTOMER/ PO#/ MEMO (if applicable).

###

ii) Double check defaulted SALES REP.

###

iii) LOCATION: Kerry MY

###

iv) EXPECTED DELIVERY DATE (release date)

###

v) ITEM’S INFORMATION (ITEM, QUANITITY, ensure PRICE LEVEL) ,check back order.

###

vi) Enter/ double check the Shipping Address and contact information - Save the sales order

##

3. Upload Bulk Order in NS

###

i) Create sales order following steps mentioned above.

###

ii) Enter 1 item into the sales order, record the SO No.

###

iii) Fill-up csv template with related information.

###

iv) Upload into NS.

Select previous similar upload record.

Select file > Select Add or Update > Next

Ensure all fields are matched and ticked

Save & Run, check upload status

##

4. Print Sales Order & email to Sales Rep/ Customer for confirmation

#

(B) Update B\&G MY Delivery Record

  Google drive > B\&G MY Delivery Record

   [https://docs.google.com/spreadsheets/d/1Ygz5NNELHl6Mrcg-ZBlovAG2br1N0VYJqTn1StGlYLU/edit#gid=848957110](https://docs.google.com/spreadsheets/d/1Ygz5NNELHl6Mrcg-ZBlovAG2br1N0VYJqTn1StGlYLU/edit#gid=848957110)

#

(C) Order Submission Upon Confirmation

###

i) Edit sales order

###

ii) Enter REMARK/ ORDER MEMO & TICK AUTO CONSOLIDATED FULFILL

{% hint style="info" %}
REMAR/ ORDER MEMO format: Contact name/ contact No – Transport mode-delivery timeline-special instructions > Save
{% endhint %}

{% hint style="info" %}
Order will be submitted automatically via EDI to WMS.
{% endhint %}

###

iii) Email order list to the warehouse team and ensure acknowledgement later.

#

(D) Auto Fulfilment and Invoicing in NS

###

i) Print invoice and email to Sales Rep/ Customer

###

ii) Auto invoicing

#

(E) Sales Order Closure and Extension

Edit SO > Accounting > SO CLOSURE DATE > Updated > Save