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10. NetSuite Inventory Validation

Corey Syrnyk
  • Updated

 

When you're making a purchase of one of those items in Stax Bill admin UI, you can check to make sure that it is available in your NetSuite inventory by providing the serial numbers.

 

Prerequisite

  1. NetSuite integration enabled.
  2. Serialized inventory items mapped. See Mapping Serialize Inventory.

To validate inventory in NetSuite:

  1. In admin UI, click a customer.
  2. On the Customer page, in the Purchases box, click Add Purchase or open a draft purchase.
  3. On the Purchase details page, from the Product Details dropdown list, select the serialized inventory item.
    1. You have to have this mapped in Settings.
  4. In the "Quantity" section that is displayed, enter the serial number(s) of the item in the "Reference" column.
  5. Hit [ADD]
  6. Hit [SAVE]
    1. Inventory check cannot be performed on unsaved items
  7. Using the checkbox, select the item
  8. Select [CHECK NETSUITE INVENTORY]
  9. If the item is available in your NetSuite inventory for purchase, "Available" is shown. If it isn't, "Not Found" is shown.
  10. In order to proceed with a purchase, "Not Found," items must be removed.

 

Note: user can finalize a purchase if the status of the inventory is "Unknown" or "Available." Only if they are known to be unavailable, i.e. "Not Found," will the purchase be prevented.