Master data
Customers, vendors, items and the records every transaction depends on.
Customer
Cash and charge accounts → customers
Lien details (scoped per project)
Lien information on customers and jobs → custom fields
Contact
Customer and supplier contacts
Product by branch
Branch stock settings → item locations and reorder points
Branch
Branches → NetSuite locations
Supplier rebates (scoped per project)
Rebate programs and open accruals → custom records and GL accruals
Job / job site
Contractor jobs and job addresses → sub-customers or projects
Supplier
Suppliers and buying groups → vendors
Product
Products by species, grade and dimension → items or matrix items
Unit of measure
Pieces, linear feet, board feet and bundles → unit types
Pricing (scoped per project)
Price lists, matrices and contractor pricing → price levels and customer pricing
Transaction
Sales, purchasing, banking and inventory transactions, with the reference numbers your team knows.
Quote
Quotes and estimates → estimates
Delivery
Delivery tickets and proof of delivery → item fulfillments
Invoice
Charge invoices
Customer payment
Receipts on account
Goods receipt
Receipts → item receipts
Supplier credit
Supplier credits → vendor credits
Journal entry
GL journals
Production order (scoped per project)
Millwork and production orders → work orders
Inventory history (scoped per project)
Stock movements → NSAW, or NetSuite adjustments
Sales order
Sales orders, including special orders
Counter sale
Cash and POS sales → cash sales
Credit / return
Credit notes and returns → credit memos
Purchase order
Purchase orders, including special-order buys
Supplier invoice
Supplier invoices → vendor bills
Supplier payment
Supplier payments
Inventory on hand
Stock by branch and unit of measure → opening inventory tied to GL
Balances & files
Period balances for reconciliation, and the documents attached to your records.
Trial balance
GL by period










