Order Pick - Directed NetSuite settings
In order for users to pick quantities of inventory items from your warehouse using the Order Pick - Directed app, the necessary data records in NetSuite must exist. The following table lists the NetSuite data records that must exist for all items that you want the app to facilitate.
Sales order settings
For every sales order that you want to be compatible with the app, ensure that the necessary settings are configured in NetSuite. To edit sales order settings, go to Transactions > Sales > Enter Sales Orders and either create a new sales order or edit an existing sales order. All of these settings are required for every sales order used by the app.
Order number
Create the sales order.
Status
Ensure the sales order has one of the following statuses.
-
Pending Fulfillment
-
Partially Fulfilled
-
Pending Billing/Partially Fulfilled
Location
Assign a warehouse location for the sales order.
Important:On the sales order record page in NetSuite, in the list of items, ensure that you also specify the Location for each inventory item.
Items
On the Items tab of the sales order record, add every item that you want to include in the sales order.
Important:
-
Prior to running the Order Pick - Directed app transaction, ensure that inventory details, such as bin numbers, lot numbers, and serial numbers, are not specified for the items in the order record. Inventory details are selected during the Order Pick - Directed app transaction.
-
For each item line in the order, ensure that Location is specified. Otherwise, NetSuite will not recognize the available quantity at that location.
Quantity
For each item associated with the sales order, in the Quantity field, enter the total on-hand quantity for the item in the warehouse.
Transfer order settings
For every transfer order that you want to be compatible with the app, ensure that the necessary settings are configured in NetSuite. To edit transfer order settings, go to Transactions > Inventory > Enter Transfer Orders and either create a new transfer order or edit an existing transfer order. All of these settings are required for every transfer order used by the app.
Order number
Create the transfer order.
Status
Ensure the transfer order has one of the following statuses.
-
Pending Fulfillment
-
Partially Fulfilled
-
Pending Billing/Partially Fulfilled
Location
Assign a warehouse location for the transfer order.
Important:On the transfer order record page in NetSuite, in the list of items, ensure that you also specify the Location for each inventory item.
Items
On the Items tab of the transfer order record, add every item that you want to include in the transfer order.
Important:
-
Prior to running the Order Pick - Directed app transaction, ensure that inventory details, such as bin numbers, lot numbers, and serial numbers, are not specified for the items in the order record. Inventory details are selected during the Order Pick - Directed app transaction.
-
For each item line in the order, ensure that Location is specified. Otherwise, NetSuite will not recognize the available quantity at that location.
Quantity
For each item associated with the transfer order, in the Quantity field, enter the total on-hand quantity for the item in the warehouse.
Bin settings
For every bin that you want to the app to allow as a pack bin for the transaction, on the bin record in NetSuite, select the Designated Pack Bin check box.
Inventory item settings
For every inventory item that you want to pick, ensure that the necessary settings are configured in the item record in NetSuite. Note that, for cross-subsidiary transactions, quantity data must exist on a line-by-line basis for each location containing the item. To edit inventory item settings, navigate to Lists > Accounting > Items and either create a new inventory item or edit an existing inventory item.
Item number
Create the inventory item record.
Required
Display ID
Create a description for the item.
Optional
Use Bins
Select the Use Bins check box.
Required
On-Hand Quantity
Specify the quantity on hand for the inventory item in the desired bins.
Required
Lot number
Specify the lot associated with the inventory item.
Optional
Serial number
Specify the serial number associated with the inventory item.
Optional
Item Display Thumbnail
If you want to provide a thumbnail image of the inventory item in the app, upload the desired image on the Web Store tab of the Inventory Item record. Ensure that the image file is less than 5 MB.
Optional
Location
Important:If you want to pick the item in a cross-subsidiary transaction, ensure that one Location line is created per item, with the On-Hand Quantity specified for each. Otherwise, NetSuite will not recognize the available quantity at that location.
Required (if Cross-Subsidiary)
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