Orders and inventory

VP of Sales

Sales orders and stock come across from NetSuite, so the Hub shows the same orders and stock positions the rest of Cabeau works from.

Orders and inventory1:22 · narrated, with captions

Transcript

1. 0:02This video covers sales orders and inventory, both synced from NetSuite.
2. 0:07Sales, Orders lists every sales order, newest first, with its NetSuite number and status.
3. 0:13Each order also shows the customer, territory, channel, salesperson and total.
4. 0:19Filter opens a form to narrow orders by customer, NetSuite status and order date range. Clear Filter resets it.
5. 0:31Open an order. The banner shows it was synced from NetSuite, with the customer, territory, channel and pricelist.
6. 0:39The NetSuite section records the NetSuite order number, its status, and when it last synced.
7. 0:45Download PDF saves the order document, and Packing List saves its packing list.
8. 0:50Open Invoices lists this customer's open invoices.
9. 0:55The Inventory shortcut on your dashboard opens the inventory snapshot, grouped by warehouse.
10. 1:01For each warehouse you see stock on hand, committed to orders, available, and on order.
11. 1:06Open a warehouse to see each product in it, and when it last synced.
12. 1:11That is orders and inventory. Next, activities, your agenda and follow-ups.

Sales orders

Sales > Orders, or the Sales Orders shortcut on the dashboard.

Columns: Number, NS Number, NS Status (Pending Fulfillment, Pending Billing, Closed, Fully Billed), NS Total, Order Date, Customer, Territory, Channel, Salesperson, Activities, Total and Invoice Status.

Filter opens a dialog for customer, NetSuite status and an order date range. Clear Filter resets it.

An order

• A ribbon marks orders Synced from NetSuite.
• Download PDF and Packing List give you the documents to send.
• The NetSuite section shows the SO number, status, and when it was created, updated and last synced. NetSuite Summary and NetSuite Shipping show totals and ship dates.

Inventory

The Inventory shortcut on the dashboard, or Sales > Reporting > Inventory Snapshot.

The snapshot opens on in-stock, active items, grouped by warehouse.

Column	Meaning
On Hand	Physical stock at the location, per NetSuite, including units committed to orders not yet shipped
Committed	Units held for open orders
Available	What you can still sell
On Order	Units on the way
Last Sync	When the figure last came from NetSuite

Check Last Sync before quoting stock to a customer.