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Bulk Records: Purchasing

NetSuite Purchase Orders and Vendor Bills from Excel

Create and edit NetSuite purchase orders, vendor bills, vendor credits and requisitions from Excel, lines included.

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What Teams Do With It

Purchasing in bulk, from Excel

Purchasing and payables run on lists: bills to enter, orders from a planning sheet, credits from a vendor statement. Bulk Records puts each transaction and its lines in an Excel sheet, so a stack of documents becomes a batch you can check and upload at once. Formulas can code lines to accounts, departments and classes from a mapping table, and anything NetSuite rejects is noted on the cell that caused it.

  • Enter vendor bills with their lines

    Add each bill and its lines from your worksheet, with formulas for coding and allocations, and upload the batch together.

  • Bill from purchase orders

    Name the purchase order in Created From and the vendor bill is created from it the way NetSuite does, with each row matched to an order line.

  • Raise purchase orders from a plan

    Turn a purchasing plan into purchase orders, requisitions or blanket purchase orders, one transaction per vendor with a line per item.

  • Record credits and returns

    Create vendor credits and vendor return authorizations from a vendor statement or a returns list, lines included.

Purchasing: every supported record type

8 record types that Bulk Records supports. Records with a line sublist are tagged with it.

Transactions: Purchasing

  • Blanket Purchase OrderLines: Items
  • CheckLines: Items
  • Purchase ContractLines: Items
  • Purchase OrderLines: Items
  • Purchase RequisitionLines: Items
  • Vendor BillLines: Items
  • Vendor CreditLines: Items
  • Vendor Return AuthorizationLines: Items

Instead of a CSV import

Enter purchase orders and vendor bills with their lines without exporting, editing and re-importing a CSV. Once a record is uploaded, its row links straight to that record in NetSuite, so checking it takes one click.

Bulk Records: a simpler alternative to CSV imports
Questions?

Purchasing in Bulk Records: FAQ

Q
Can I import vendor bills into NetSuite from Excel?
Yes. Add each bill and its lines as new rows and upload. Bulk Records creates the bills in NetSuite and flags any value NetSuite rejects on its cell.
Q
Can I create a vendor bill from a purchase order?
Yes. Name the purchase order in Created From on a new bill row, and the bill is created from the order with its lines matched to the order’s lines.
Q
Can I change purchase orders that already exist?
Yes. Download them, edit header fields or lines, and upload. Each line keeps its Line ID, so changes land on the right line.
Q
Can I receive a purchase order from Excel?
Yes. Item receipts are created from purchase orders the same way, with each row matched to an order line. They are listed with the inventory and manufacturing record types.
Q
Are custom fields and segments included?
Yes. Templates can include custom fields and segments as columns, on the header or on the lines, so they download and upload with the rest of the transaction.
Q
Which purchasing records are supported?
Purchase orders, vendor bills, vendor credits, vendor return authorizations, checks, purchase requisitions, blanket purchase orders and purchase contracts.

Try Bulk Records with your own NetSuite data

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