What are the steps to convert a Sales Order into an invoice or cash sale with Advanced Shipping?

When working with Advanced Shipping in NetSuite, the conversion of a Sales Order to an Invoice or Cash Sale typically involves multiple distinct steps that adhere to separate processes.

This separation is essential because it allows for better tracking and management of the order fulfillment and invoicing activities. In a typical workflow, after a Sales Order is created and fulfilled (reflected in the shipping notifications), it may then be converted to an Invoice or Cash Sale. Each of these conversions is handled as a standalone process to ensure that all necessary checks and validations are performed. For instance, the invoicing process will require confirmation that all items have been shipped, quantities match, and that the order status is appropriate for invoicing.

Treating these processes separately enables businesses to maintain control over their order management, ensuring each step is completed and recorded before proceeding to the next stage in the sales cycle. This broader and more meticulous approach ultimately helps maintain the integrity of financial records and inventory management.

Utilizing combined, single, or automated processes may overlook these necessary steps, leading to potential issues in order fulfillment and financial reporting. Therefore, recognizing the distinction and operational flow is crucial for effective process management in NetSuite.