Sales
Use Menu > Sales to manage customers and contacts, prepare quotes, process sales orders and return authorizations, and review sales performance. The work area also provides customer hierarchy and sales-channel setup, NetSuite Pay settings, payment consent, email automation, and reports for sales activity and inventory allocation.
Open Menu, and then select an option under Sales:
- Customers to create and manage customer records and customer hierarchies.
- Contacts to maintain people associated with customers.
- Quotes to prepare estimates and convert accepted quotes to invoices or sales orders.
- Sales orders to record, send, and fulfill customer orders.
- The Sales business area in Menu > Reports to review quotes, returns, invoiced sales, sales activity, and allocation results.
- Returns to authorize returned items and process related receipts, credits, and refunds.
- Settings to configure online payments, payment consent, sales channels, and customer notifications.