Sales
Use Menu > Sales to manage customers and contacts, prepare quotes, and process sales orders and return authorizations. Use Menu > Reports to review sales performance and inventory allocation. Sales settings and online payment integrations are separate destinations in the main menu.
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.
- Returns to authorize returned items and process related receipts, credits, and refunds.
For sales channels, customer notifications, and merchant accounts, open Menu and select Settings > Sales. To connect online payments, open Menu > Integrations & Apps > NetSuite Pay. For reports, open Menu > Reports and use the Sales business area.