Sales Rep Ordering
Order entry for sales reps, on NetSuite, on any screen
The sales rep workflow gives employees a focused set of screens: find or create a customer, build a quote or order at that customer's pricing, submit it to NetSuite, and follow order history and reports on their own activity. It runs in the browser on a laptop or tablet.
- Who it's for
- Inside and field sales teams on NetSuite who write up orders and quotes for customers and want them in NetSuite immediately.
- The problem it removes
- Reps either learn the full NetSuite UI or send orders to someone who does. Quotes live in spreadsheets until they are re-keyed.
One supported workflow
A rep quotes and converts
Every step below is a screen or action that ships today. Where a step depends on configuration, the requirements section says so.
- 1
Find the customer
Search NetSuite customers or create one with the fields your custom form requires.
- 2
Build a quote
Add catalog items at the customer's price level, apply discounts within policy, attach documents, save it as a NetSuite estimate.
- 3
Edit and convert
Edit the quote later from the Quote List; convert it to a sales order when the customer confirms.
- 4
Follow up
Order history shows fulfilment status; reports summarise the rep's orders.
What it does
- Order on behalf of customers
- Same order form as the register and B2B portal, with the customer's pricing, stock and holds.
- Quotes
- Create, list, edit and convert NetSuite estimates.
- Customer lookup and creation
- Customer list, Customer 360 and Create Customer with subsidiary-specific forms.
- Catalog and scanning
- Full catalog plus barcode scanning via camera or scanner.
- Order history and reports
- Order status and reports scoped to the rep's activity.
The screens
What you need
- NetSuite
- Reps are NetSuite employee records with portal access and a sales rep role.
- Devices
- Browser on laptop or tablet; responsive layout. Internet connection required.
Good to know
Limits we would rather you hear from us than discover later.
- No offline mode.
- Commission statements, leads and pipeline are not part of the product; CRM activity stays in NetSuite.
- There is no native mobile app; the web app is responsive.
Questions we get asked
Is there an app for phones?
The portal is a responsive web app that works on tablets and phones in the browser. A native app is not available today.
Often combined with
See Sales Rep Ordering on a live NetSuite account
A 30–45 minute walkthrough of these screens, with your questions on configuration, payments and hardware answered as we go.
