Recording sales via Sales Orders and Cash Sales
NetSuite offers two transactions to record completed sales: Sales Orders (sometimes referred to as SOs), which are used when the items on an 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 usually use Sales Orders. Our retail, e-commerce, and Point of Sale (POS) clients frequently use Cash Sales and Invoices to record their sales.
Sales Orders in NetSuite tend to be treated like a Swiss Army knife, in that they can serve so many different purposes, depending on how the business needs to use them. Training users on these transactions starts with the basics, and that starts with how they are created. A Sales Order can be created from an Opportunity or an Estimate from scratch, via an import, or via a programmatic method (such as via web services...