Transaction-Related Features

Users with the Administrator role can enable the following features on the Transactions subtab of the Enable Features page.

Processed lines for certain transaction types contribute to the Monthly Transaction Lines metric that counts toward maximum limits for your NetSuite service tier. For more information, see Transaction Types Included in Transaction Types Included in Monthly Transaction Lines Metric.

Feature	Description
Basic Features
Estimates	Provide estimates to your customers and then convert them into invoices. Note: Enabling this feature creates the system-generated Estimates account.
Sales Orders	Track customer orders and then convert them into invoices. Note: Enabling this feature creates the system-generated Sales Orders account.
Return Authorizations	Use return authorization numbers to track approved returns. Note: Enabling this feature creates the system-generated Return Authorizations account.
Purchase Orders	Issue purchase orders, receive against those orders and create bills from those receipts. Note: Enabling this feature creates the system-generated Purchase Orders account.
Vendor Return Authorizations	Use return authorization numbers to track items you return to vendors. Note: Enabling this feature creates the system-generated Vendor Return Authorizations and Purchases Returned Not Credited accounts.
Request for Quote	Send a request to one or more vendors asking them to provide specifics about their pricing, terms and conditions in regard to a purchase contract for a product they sell.
Requisitions	Use Requisition transactions to initiate the purchasing process when an employee or company representative needs something that must be purchased using company funds. The person requesting the purchase (requestor) specifies which items, services or expenses they need a buyer to purchase. Buyers can then use requisitions to create the purchase orders necessary to fulfill the requisition requests. Note: Enabling this feature creates the system-generated Requisitions account.
Purchase Contracts	Allows purchasing managers and buyers to use contracted terms, pricing, and delivery schedules when purchasing materials for a company. For example, instead of having terms and pricing based only on a specific purchase order being placed, buyers can automatically take advantage of quantity-based terms and discounts based on an annual volume of goods or services purchased.
Blanket Purchase Orders	Improve buyer efficiency and accuracy and potentially reduce procurement spending. Blanket purchase orders define a pre-determined price for a set quantity of items you will buy from a vendor during a time period. The blanket purchase order specifies the item, price, quantity, terms and effective time period.
Related SuiteApps Advanced Procurement Approvals Warranty and Repairs Management NetSuite Approvals Workflow	For more information, see the following: Using Standard SuiteFlow Workflows (SuiteApps) for Approval Routing Warranty and Repairs Management
Sales
Multiple Prices	Set at least four different price levels for each item.
Quantity Pricing	Enable quantity pricing, which lets you automatically apply different sales prices to items that depend on the quantity being sold. This enables you to offer discounts to customers who buy in bulk.
Gross Profit	Enable Gross Profit estimates and track gross profits at the item and transaction level. (Gross Profit = Sales – Costs) Gross profit estimates are based on a complex interaction of prices, discounts, costs, and ultimately gross profits at several levels. Gross profit estimates supply decision-making information to sales teams and executives throughout the sales process, from the opportunity stage early in the sales cycle on through to the issuance of an invoice.
Alternate Sales Amount	Calculate alternate sales amounts on sales orders, estimates, opportunities, and return authorizations. Alternate sales amounts can be used to calculate commission and sales forecasts and can be used to measure quotas.
Promotion Codes	Create codes that can be used to associate customers and sales with partners and track campaign return on investment. If you associate a discount item with a promotion code, the code can be used as a coupon code for any item or for specific items that you select when creating the code.
SuitePromotions	Leverage some of NetSuite’s multiple (stacked) promotions capabilities on your SuiteCommerce Advanced Site. Promotion Codes and Auto-Apply Promotions must also be enabled. For more information, see Promotions in Commerce Web Stores.
Auto-Apply Promotions	Automatically apply multiple promotions to a transaction. For more information, see Promotions Overview.
Required Deposit Workflow	Require a customer deposit on sales orders. You can specify a percentage or an amount.
Related SuiteApps Advanced Promotions	For more information, see Promotions.
Shipping & Receiving
Automatic Location Assignment	Gives your fulfillment manager the configuration tools to automatically set fulfillment locations on sales order lines.
Advanced Shipping	Fulfill and bill your sales orders in separate steps.
Pick, Pack and Ship	Allow greater flexibility to process orders by using separate transactions to pick items from inventory, pack them to be shipped, and then ship the items to the customer.
Fulfillment Request	Use fulfillment requests in your item fulfillment or store pickup fulfillment workflows.
Store Pickup	Give your Fulfillment Manager the configuration tools to allow Store Pickup
Shipping Label Integration	Integrate your UPS or FedEx account with NetSuite, allowing you to receive tracking numbers and print bar code shipping labels.
Advanced Receiving	Receive orders separately from bills. Note: Enabling this feature creates the system-generated Accrued Purchases account.
Multiple Shipping Routes	Enables shipment to several different addresses and use of different shipping methods on the same transaction.
Inbound Shipment Management	Provides tracking and management of incoming shipments.
Billing
Bill Costs to Customers	Purchase goods and services and sell them directly to your customers.
Advanced Billing	Create billing schedules to invoice sales over a range of time or a contract term, such as a one-year membership billed monthly. Billing schedules manage the billing process to track when to invoice customers and how much to bill. The Advanced Billing feature requires that you also enable the Sales Orders feature.
Charged-based Billing	Enable Charge-Based Billing, so that you can create billable charges for projects. Charges are calculated according to charge rules. These charge rules can be based on fixed dates, project progress, milestones, or on time entries. Enabling this feature adds the Charge-Based billing type for projects and a Create Charges page to your account.
Billing Operations	Create and manage bill runs, bill run schedules, and billing groups. After clicking Save, new menu options are available from the Transactions > Billing menu.
Invoice Groups	Group invoices for your customers, so that you have greater flexibility in meeting your customer's expectations for how and when they receive invoices by combining multiple invoices into one invoice group.
Payment Processing
Credit Card Payments	Accept credit card payments. Note: Enabling both this feature and Customer Access creates the system-generated Unapproved Customer Payments account.
Credit Card Soft Descriptors	If you sell products under varying brand or company names, check this box to create a list of the names used and associate those descriptors with the items you sell under each name. When customers receive credit card statements, the descriptor associated with the item purchased is shown.
Send Purchase Card Data	With the Purchase Card Data module, NetSuite identifies when payments are made with a purchase card so you can take advantage of potential lower card processing fees. Purchase cards, also called Level II and Level III cards, can bring cost savings to you, the merchant, and to your customers. When you enter a credit card payment for a customer, NetSuite determines, based on the card's bank identification number (BIN), whether it is a purchase card. It then passes the extended transaction data along with the payment authorization request for processing.
PayPal Integration	Allow customers to pay with PayPal. This enables you to set up PayPal as a payment method. Customers are taken to the PayPal site for checkout, and payment is deposited into your PayPal account.
Electronic Funds Transfer	Allow customers to pay electronically. Warning: The Electronic Funds Transfer feature was related to the ACH Processing integration that is no longer supported. For alternative ACH acceptance options you should consider, see Payment Instruments Records and Electronic Bank Payments.
ACH Vendor Payments	Pay vendors and pay employee expense report using ACH transactions. Warning: The ACH Vendor Payments feature was related to the ACH Processing integration that is no longer supported. For alternative ACH payment options you should consider, see Payment Automation SuiteApp and Electronic Bank Payments.
Payment Instruments	Improve handling of various payment instruments, including payment cards and tokens
Payment Link	Create invoices with a link for a straightforward payment from an online checkout. After enabling, configure this feature at Commerce > Payment Link.

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