Using Order Guides on Transactions

You can use one order guide at a time to add the items to the sales order transaction. However, you can edit the sales order to use another order guide. You can specify the quantity and price of the items before adding them to the transaction.

To use order guides on transactions:

1. Create or edit a sales order by doing one of the following:

   • To create a sales order, go to Transactions > Sales > Enter Sales Orders.

   • To edit a sales order, go to Transactions > Sales > Enter Sales Orders > List, and then click Edit next to the transaction that you want to update.

2. On the sales order page, from the Customer list, select the customer.

3. From the Subsidiary field, select the subsidiary.

4. Click Order Guide.

5. On the Order Guide Entry popup window, from the Order Guide list, select the order guide you want to use.

   Note:

   If the customer has a preferred order guide for the selected subsidiary, NetSuite preloads the items from that order guide. For more information about preferred order guides, see Creating Order Guides.

   The window displays the list of unique items from the order guide.

6. In the Quantity column, enter the quantity.

   Tip:

   You can use certain keys to navigate and edit the fields in the order guide. See Keyboard Shortcuts for Order Guides.

7. Use the Enter key to move to quantity in other rows and then enter the new quantity.

   Repeat this step for each item that you want to add to the transaction.

8. (Optional) To enter additional details for each item:

   • In the Current Price column, enter the price for the item.

     On the transaction, item amounts are calculated automatically based on the current price and quantity.

   • In the UOM column, select the unit of measure.

9. After updating the items, click Save.

   Tip:

   After entering a quantity, you can directly click Save. The updated quantity is saved without the need to update or press the Up or Down arrow key.

   The sales order is saved.

   For detailed instructions on creating sales order transactions, see Creating Sales Orders.

Keyboard Shortcuts for Order Guides

You can use the following keyboard shortcuts to edit items in the Order Guide Entry popup window:

Key name	Action
Tab	Moves the cursor to the next button or editable field.
Shift + Enter	When in a cell in the Quantity column, pressing Shift and Enter saves the quantity entry and selects the quantity in the previous row.
Enter	When in a cell in the Quantity column, pressing Enter key saves the quantity and selects the quantity in the next row.

Related Topics:

Order Guides

Installing Order Guides

Creating or Customizing Roles to Use Order Guides

Setting Up Order Guides

Creating Order Guides

Updating Order Guides

Items Filtering Criteria

Working with Historical Order Guide

General Notices