Creating Item Records Using the Item Creation Assistant

The Item Creation Assistant uses generative AI to help you create NetSuite items by extracting product information from PDF or TXT files. It reduces manual effort and simplifies item creation.

The assistant processes uploaded files (such as product catalogs) and extracts item data using generative AI. After you review the extracted item details and make adjustments, new items are created.

Important:

AI-generated data may be inaccurate or incomplete. A person should always review and verify all extracted information before creating items. Ensure that the uploaded files come from reliable, high-quality sources.

Requirements for Using the Item Creation Assistant

• Supported file types: PDF, TXT

• File size: must be less than 50 MB

• Maximum number of extracted items: 100. For large catalogs or price lists, split the file into smaller sections.

• Supported item type: Inventory Item.

• Files must contain structured product information (such as names, descriptions, or prices). Large or unstructured files may not process correctly.

To create records using the Item Creation Assistant:

1. Go to the Item Creation Assistant page. The navigation path varies depending on your role:

   • Administrator: Lists > Accounting > Item creation assistant

   • Controller: Financial > Lists > Item creation assistant

   • Inventory & Purchasing roles: Inventory > Lists > Item creation assistant

   • Sales: Customers > Transactions > Item creation assistant

2. Click Choose a file.

3. Select a PDF or TXT file containing product information.

4. Click Upload. Processing may take a few minutes.

5. Review and edit the extracted item details:

   • Item name/number

   • Item type

   • Tax schedule (visible when Advanced Tax Engine feature is enabled)

   • Subsidiary (visible when Subsidiary Column feature is enabled)

   • Display name/code

   • Item's description (maximum 200 characters)

   • UPC code

   • Purchase rate (visible when Multiple Currency feature is enabled)

   • Purchase price currency

   • Sales rate (visible if Multiple Currency feature is enabled)

   • Sales price currency

   Note:

   If selected currency does not match account base currency, the purchase price is converted to account base currency when the item is created.

   Use the filter to locate specific items.

   To delete an item, check the box next to the item name and click Remove.

6. Click Create Items.

7. Click Open Items List to view all created items.

8. Click View Import Process to open the Processed Records page.

9. On the Processed Records page, review each row:

   • The Line Status column shows the processing status

   • The Result column shows the outcome

10. When the Result column shows Success, click the item link to open the item record.

11. When the Result column shows Failed, open the error message and fix the issue in the source file before uploading again.

Related Topics

• Item Record Header Fields
• Copying and Importing Item Records
• Creating Item Records

General Notices