Recording sales via Sales Orders and Cash Sales
NetSuite offers two transactions for recording completed sales: Sales Orders, which are used when the items on the order are not delivered to the customer at the time of the sale, and Cash Sales, for when they are and when payment is received at the same time. Our clients in the Wholesale Distribution, manufacturing, Software, and Services verticals will use Sales Orders. Our retail, e-commerce, and Point of Sale (POS) clients use Cash Sales and Invoices to record their sales.
The sales order in NetSuite tends to be treated like a Swiss Army knife, in that it can serve so many different purposes, depending on how the business needs to use them. We always start to train users on these transactions with the basics, and that starts with how they're created. A Sales Order can be created from an Opportunity or an Estimate from scratch, via an import, or a programmatic method (such as via web services). The clients I've worked...