NetSuite Developer Guide
What is NetSuite?
NetSuite helps companies manage key business processes with a single, fully integrated cloud-based
system. Some of those processes include enterprise resource planning and financial, CRM, e-commerce, inventory
and more.
How to login to NetSuite
In order to login NetSuite, we need registered account. Unfortunately, Netsuite Account is not free for us. It is
paid version. So, let consider we have paid account , login your account with the following link.
[Link]
%2Faccounting%2Ftransactions%[Link]%3Fid%3D6902%26whence%3D%26cmid
%3D1663308906469_46&whence=
Fig(1): Login View
After we login , there is dashboard screen with multiple menus. It is okay if we do not understand all of menus. Let’s
continue.
Fig(2): Dashboard View of NetSuite
Editing HTML/PDF templates in NetSuite
In NetSuite, we can edit/create customized HTML/PDF templates. Let’s start with these following instructions.
Choose Customization > Forms > Advanced PDF/HTML Templates.
Fig(3): Advanced PDF/HTML Templates Menu
Fig(4): Advanced PDF/HTML Templates List
There are numerous types of template:
Bill,
Bill Credit
Bill Payment
Cash Refund
Cash Sale
Cheque
Credit Memo
Custom Record
Custom Transaction
Estimate
Expense Report
GL Impact
Invoice, Invoice Group
Item Label
Journal
Mailing Label
Packing Slip
Payment
Picking Ticket
Price List
Purchase Order
Return Authorisation
Sales Order
Shipping Label
Statement
Vendor Prepayment .
Scroll down till to the Sale Order type,
Fig(5): Sale Order
Search Sale Order type and click sample Customise - Standard Sales Order PDF/HTML Template and click
Customise.
Fig(6): Sale Order Raw Design
To rename our new template, click Template Setup, and fill title and description and anything you want.
Fig(7): Sale Order Template Setup
After filling title and description click save.
Fig(8): Changed template (new)
We can add new text or data by clicking “+” icon.
By clicking this icon, this dialog box will appear,
Fig(9):data fill dialog box
And we can add above information. On the other hand, we can view our template preview by clicking preview and we
can also write code by clicking source code toggle button.
* Sometime , we need to care about when clicking source code toggle button. Sometime Netsuite automatically add
their code by removing your code when changing design view to source code view.
Fig(10): Sale Order PDF Preview Template
When we change source code view, warning alert will appear, click OK and continue,
Fig(11): Sale Order Source Code
We can also view preview in source code view. In this view we can code and design and don’t forget to click save
button after we finish our [Link] saving our work ,we can see our new template with our renamed title.
Fig(11): Your First New Template
We can also edit our new template [Custom Sales Order PDF/HTML GIC DOC TEST] by clicking edit link again. Now
we have our own template.
Apply template in Report
To apply our new template ,click Transactions > Sales > Enter Sale Orders > List.
Fig(12): How To Transaction List
Fig(13): Transaction List
We can change Sale Order Report Design with our new template by clicking Edit. And Then Click Customise >
Customise Form.
Fig(14): One of Sale Order reports
Fig(16): Change Print Template
Change Print Template and Name ( it is also ok if you don’t change ). and click save.
Fig(17): Change Custom Transaction Form
If we want to view our new customized form , Go to Customization > Forms > Transaction Forms
Fig(18): Go To Custom Transaction Form List
Fig(19): Custom Transaction Form List
Go again to Transactions > Sales > Enter Sale Orders > List. And click view link of Fig(13). And Click print
icon and click Print again.
Fig(20): Printing Customized Report
Congratulation!! Now We got our new customized new Report Design.
Fig(19): PDF Report of new Customized Template.