Does anyone auto generate/print invoice at time of...
# general
s
Does anyone auto generate/print invoice at time of packing/shipping an order? I want my warehouse to mark an Item Fulfillment as shipped and have the invoice print automatically. I dont want the user doing that part of invoicing.
k
Yes it can be done. I've done it 3 different ways - 1. Warehouse sends EDI 945 to Netsuite, which triggers Item Fulfillment and which then triggers Billing. 2. If it is an internal warehouse using Netsuite and they mark the order as shipped, then you can do the same with workflow or a script. 3. You can use a 3rd party app like Celigo to do this as well (essentially it is a script but triggered from the outside). All 3 work well. Just need to define the process and ensure the triggers to generate Fulfillment and Invoice.
s
@Kman thank you for the response. are all of these capable of doing it immediately after an IF is generate? practically instantly. my goal is when the IF is made, i want invoice to print so we can send it with the shipment. but on a mass scale and again, practically instantly.
also, for 2, we are using rf-smart to pack the order. so its in their system. it will create and item fulfillment and then it will mark it as shipped once they submit in RF-Smart. Once its marked as shipped I need it printed.
k
Yes to ability to generate all this after IF is created can be "instant" - I'm guessing there is a slight lag for time it takes to run workflow or script. Not sure about ability to auto Print it, but the Invoice can be generated for sure. (My guess is - default all invoices to Print. Then go to Management tab and Print forms where you can Print all invoices. Once a day or so someone prints all invoices? I haven't see na printed invoice in so long! Most clients will email it over automatically out of NS or send via EDI etc)
no idea on RF Smart and how it works with NS
s
@Kman Thank you so much this helps quite a bit. great start for us. and Yes some of our clients are a little old school lol