Bulk Process Sales Orders To Be Emailed and To Be Printed

Emailing and printing sales orders in bulk are not yet available in NetSuite. As an alternate solution, perform the following:

1.      Navigate to Transactions > Sales > Bill Sales Orders

2.      Click Customize

3.      Click Additional Columns and add Customer: Email Transactions

4.      Click Additional Filters and add Customer: Email Transactions

5.      Click Save. Hitting Save brings user back to the Bill Sales Order page

6.      Locate Email Transactions dropdown and set it to Yes. This displays list of customers with sales orders that are to be emailed when billed based on customer records

7.      Mark To Be Emailed box on Main screen

8.      Select the sales orders to be billed

9.      Click Save

The above mentioned procedure allows users to bill and email sales orders in bulk. Do the same (add Customer: Print Transactions) for customers with printing transactions preference set in their records.

Note: Users may attach their case to Enhancement 45533: Provide a bulk processing function for setting batches of transactions to be printed, faxed or e-mailed.