1. Order Management
  2. Sales Orders and Cash Sales
  3. Sales Orders
  4. Creating Sales Orders
  5. Assigning Locations Automatically in a Sales Order

Assigning Locations Automatically in a Sales Order

When the Automatic Location Assignment feature is enabled and running in your account, NetSuite can automatically assign fulfillment locations to sales order lines. Locations are assigned based on rules set by an administrator or fulfillment manager. See Order Fulfillment Automation for more information.

Usually, this feature assigns locations when a sales order is approved. After approval, NetSuite assigns locations in the background. Wait a bit, then check the assigned locations by viewing or editing the sales order.

If this feature is set up but not configured to run automatically, you can still use it if:

If you use the Intercompany Cross-Subsidiary Fulfillment feature, you can fulfill from locations in the transaction subsidiary or other subsidiaries. With this feature enabled, NetSuite sets the fulfillment location in the Inventory Location column on sales order lines.

To use automatic location assignment when creating a sales order:

  1. Go to Opportunities > Transactions > Sales Orders > New.

  2. Select the relevant custom form.

    To be able to use automatic location assignment, you need to select a custom sales order form with the Location column visible in the Items subtab.

  3. In the Items subtab, add the order items and their quantity.

  4. If you don't want NetSuite to assign a location automatically for a line, do one of the following:

    • Check the Do Not Auto Assign Location box.

    • Select a location manually in the Location column. Doing this automatically checks the Do Not Auto Assign Location box.

  5. If the Automatic Location Assignment Configuration field is displayed on the sales order form, verify that a configuration is selected.

    Note:

    If the Automatic Location Assignment Configuration field is hidden on the sales order form, an administrator might have selected a default configuration for the form or might have created a workflow in SuiteFlow that selects a configuration. For more information about configurations, see Automatic Location Assignment Configurations.

  6. Click the Auto Assign Locations button. If NetSuite is able to assign locations to the items, the locations appear in the Location column. Otherwise, the Location column remains blank.

    Note:

    NetSuite assigns locations in the background. It might take a few moments for the locations to appear on each line in the column.

    Note:

    If the automatic location assignment configuration for the sales order includes rules that have a line item saved search, NetSuite is unable to assign locations until after the sales order is saved.

  7. Fill in any other details for the sales order and click Save.

If you edit a sales order by changing the quantity of a line, changing the item on a line, or adding a new line, you must click the Auto Assign Locations button again to rerun the automatic location assignment process.

Understanding the Automatic Location Assignment Configuration Field

When the Automatic Location Assignment Configuration field is displayed on the sales order form, you can choose the configuration you want NetSuite to use when assigning locations. For example, on a sales order for a business-to-business (B2B) customer, you might use a configuration designed for large volume sales orders. In such a configuration, rules might be set up so that larger warehouses with higher inventory quantities are assigned before smaller warehouses with less inventory.

The Automatic Location Assignment Configuration field might sometimes be hidden on the sales order form. In this case, the configuration can be set in one of the following ways:

Note:

Even if you select a configuration on the sales order form, a script or workflow can be created that overrides the selected configuration.

Related Topics

General Notices