Grid Order Management
To get you started in using Grid Order Management, read the following topics:
Grid Order Management Overview
The Grid Order Management SuiteApp lets you enter and print orders in grid format for assembly and inventory items. This SuiteApp enables you to create custom grid print templates and assign them to selected transactions.
As you create the grid order, you can view relevant item information such as the item name, location, available quantity, and price. This comprehensive grid format can save order entry time, increase the accuracy of orders, and help you sell or fulfill orders faster.
This SuiteApp has the following features:
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Grid Order Entry – This feature lets you enter order transactions in grid format. Grid Order Entry is available for purchase orders, sales orders, transfer orders, and quotes. For more information, see Managing Grid Orders.
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Standard Grid Order Printing – This feature lets you print transaction records in grid format for items added through Grid Order Entry. Standard Grid Order Printing is available only for purchase orders and sales orders. For more information, see Standard Grid Order Printing.
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Grid Print Templates – This feature lets you print transaction records in grid format using customizable grid templates. Grid Print Templates are available for cash sales, invoices, packing slips, picking tickets, purchase orders, quotes, and sales orders. For more information, see Grid Print Templates.
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Bulk Grid Printing – This feature lets you print multiple transaction records that use grid print templates. Bulk Grid Printing is available for cash sales, invoices, packing slips, picking tickets, quotes, and transfer orders. For more information, see Bulk Grid Printing.
The following table shows the available features for each transaction record.
|
Transactions |
Available Features |
|||
|---|---|---|---|---|
|
Grid Order Entry |
Standard Grid Order Printing |
Printing Using Grid Print Templates |
Bulk Grid Printing |
|
|
Cash sale |
N |
N |
Y |
Y |
|
Inventory adjustment |
Y |
N |
N |
N |
|
Invoice |
N |
N |
Y |
Y |
|
Packing slip |
N |
N |
Y (2) |
Y (2) |
|
Picking ticket |
N |
N |
Y |
Y |
|
Purchase order |
Y |
Y |
Y |
N |
|
Quote |
Y |
N |
Y |
Y |
|
Sales order |
Y (1) |
Y |
Y |
N |
|
Transfer order |
Y |
N |
N |
Y |
|
(1) Multi-grid order entry is available only for sales orders. (2) Grid print templates can be used to print packing slips for item fulfillments that were created from sales orders or transfer orders only. |
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For better performance of Grid Order Management, use Mozilla Firefox or Google Chrome web browsers.
Grid Order Management SuiteApp Availability
Grid Order Management is a managed and shared SuiteApp. Contact your NetSuite account manager to purchase the SuiteApp and to have it shared with your account for installation.
The Grid Order Management SuiteApp supports English language only.
To install the SuiteApp, see Installing the Grid Order Management SuiteApp.
Limitations of Grid Order Management
Be aware of the following limitations of Grid Order Management:
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Grid Order Management supports the following item types only:
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Inventory items (Lot Numbered and Serialized)
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Assembly items (Lot Numbered and Serialized)
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Matrix items (Assembly, Inventory)
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Matrix items for Non-Inventory, Other Charge, and Service items are unsupported item types.
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Customizations on order transaction forms are not reflected on the Grid Order Entry form.
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If you use the Advanced Bin/Numbered Inventory Management feature, grid matrix templates for inventory adjustments cannot support serialized and lot numbered items.
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If you use multiple currencies, the selected currency is applied across all order related transactions and it cannot be changed. For more information, see Vendors and Multiple Currencies.
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After installing Grid Order Management, you can use grid print templates to print transactions and forms. Transaction records created prior to the release of Grid Order Management SuiteApp version 6.01.0 appear as a basic report in the printout. To display old transaction records in grid format, you must click Edit and then click Save on the transaction record. You do not need to perform this step for standard grid order printing. For more information, see Grid Printing.
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Grid order printing is not available for inventory adjustments.
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Multi-Grid Order Entry is available only for sales orders.
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The Grid Order Entry form does not show on mobile devices.
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You can use the % wildcard character to search for specific values. This search applies to locations on the Grid Matrix Information subtab of parent matrix item records and templates on the transaction’s Grid Order Entry form. See the following examples to search for column values that begin, end, or contain the characters you specify:
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str% – Retrieves values that begin with str
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%str – Retrieves values that end with str
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%str% – Retrieves values that contain str
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The Grid Order Management SuiteApp supports English language only. The SuiteApp cannot be translated in any other language.
Other limitations and considerations are included in the following topics: