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Netsuite invoice template for Engineering

okay guys if you need to search for an invoice uh for a customer of yours there are a couple ways to do it within our system um i think one of the easier ways is going to be through this quick search um i have said it so the default is to look for an item but it's just a matter of kind of coming down here and you can either look for a transaction type uh or i'm sorry transaction number which would be if if they are giving you our invoice number you can look it up that way or if they are giving you a po number their po number you can click there and then you can type it in and it'll give you a second window and you'll get to see um the invoice that it's right that you're looking for the other way to do it is by going into opportunities then you're hovering over transactions and then you're going to hover over invoices and instead of clicking search because you think that's where you would find it but unfortunately it is not but instead if you click here and i guess all i can say is um it sometimes takes a while the reason it didn't is because generally the defaults the first time you guys do this it's gonna it's gonna go to all which means it's gonna take a very long time and uh i have mark's name here because we are still in the sandbox the beta testing and so he's one of the few who has um test invoices out there so we don't have a bunch of stuff under um your guys's names um but what you're going to want to do is actually come here and you can either pick your name or there's an option up here that just says mine so if i were to click mine i have nothing so mine is significantly less exciting but anyway you can come in through here and look at we're going to come back to marx because he actually has some data on it so here you can do a few things right we're looking at it in voice type and if it's an unpaid so if it's still open that one you don't need um so let's say any we only want to look at open ones so we don't want to look at anything that's been paid in full so you'll see it updated it here and then we can have by these are some of our filters and so you can look through your customers through here right the additional thing you guys can do is let's take one of these guys rack distributors so i'm going to actually come up here and if you search for this customer would help if i spelled it right oh how about this there we go if i come through here and i pick one of these customers so you can come into the customer's actual profile and you can come into their sales and it's going to load for you if this customer has any history in there saying that this one does not have any history so i come here and i come to their sub customers because this and some customers like we've we've mentioned guys sub customers what they really are is this is different ship to addresses right so i don't remember which one it is so i'm gonna take a gander hopefully this one's it okay and i'm gonna come in here to sails and hopefully it pulls it up for me but so long as you have the right record it'll actually tell you all of the um sales that are associated with this particular customer but i have the wrong one so that's great try one more for you but you guys get the gist of what i'm doing here you're kind of coming into that customer profile and this is a sub customer so the parent account is this right and that parent account kind of signifies where all the billing goes to and that sort of thing right a sub customer is strictly uh for the purposes of different ship to addresses and so if i come into sales fingers crossed apparently i don't know how to look for one um this is a little more difficult guys because we have very little data in the system because we're kind of just testing it out but anyway this is how you would find a um an invoice number right so it would tell you the document number it would be hyperlinked and then you could click on that particular document and it would let you um go directly into that invoice so because i can't find one let's just kind of come in here i don't know what the heck i'm doing wrong here but if i come into this is our internal document number so i'm going to click on it because as you see it's hyperlinked but if your customer needs it all you have to do is you can print it here or if we already have this customer's um accounting information on file so if it was already there in our old system that means we have it and they just need a copy then all you have to do is click email and it'll just email it straight over to to them in this case it's telling us that it's going to email it to alan if that's the right person then you are good to go it's just going to email it straight over to this person and nothing else needed right if you need to email it to someone else you're going to want to hit print the way we bit will it downloads and i'll show you what it looks like here we go and this is what the invoice would look like for that customer so you do what you normally do go ahead and save it wherever you save it on your computer and open up your email and email it to the person that is asking you for if it wasn't that that allen person who we saw in the system so um hopefully that's everything you guys need but um you can also click pdf through here and that would actually just uh create a pdf that you would then choose who you want to email it to if you have that contact information within the system so um yeah it's as easy as that i say that knowing that me trying to show you guys this was not very successful because we just simply don't have data in the system we have just a couple things to kind of test off of um but as we continue to go through this guys i think um once the data's in there it's gonna be much easier so um bear with us but if you need any help with anything um please feel free to reach out to me um i'm at your beck and call as we continue this integration so reach out if there's anything i can do for you thanks guys