Step-by-step Procedure for Creating and Updating SKUs in NetSuite

using the CSV Import Tool

(Inventory Item and Lot Numbered Inventory Item)

STEP 1: Create SKUs

1. Prepare Your CSV File
 Populate the fields on the “Create new SKU Codes” CSV template with the necessary
information for the inventory items or lot numbered inventory items you wish to create.

2. Access NetSuite
 Log in to your NetSuite account.

3. Navigate to Import Manager:

 From the NetSuite dashboard, proceed to Setup > Import/Export > Saved CSV Imports.

4. Select a Saved CSV Import Template:

 Depending on whether you are creating a Lot Numbered Inventory Item or an Inventory
Item, choose the appropriate template:
 For Lot Numbered Inventory Item: JC | Create New Stock Code (Lot Numbered) |
Internal ID: 211
 For Inventory Item: JC | Create New Stock Code (Inventory) | Internal ID: 265

5. Upload CSV File:

 Click on the "Choose File" button to select and upload your prepared CSV file.
  Proceed by clicking Next.

6. Review Data Handling Selection:

 Confirm that “Add” is selected for Data Handling.
 Proceed by clicking Next.

7. Review CSV Columns Mapped to NetSuite Fields:

 NetSuite will automatically map the CSV columns to NetSuite fields based on the saved
Field Mapping.
 Review the mapping and proceed by clicking Next.

8. Run the Import:

 Hover your mouse over the down arrow beside the Save & Run button.
 Click on the "Run" button to initiate the import process.
 Confirm by clicking OK.

9. Monitor Progress:
 Once the import process begins, monitor its progress by clicking on the Import Job Status
hyperlink.
10. Review Results:
 Upon completion of the import (Status column = Complete), review the results by
clicking on the CSV Response hyperlink under the CSV Response column.
 If errors occur, NetSuite will provide details on necessary corrections.

11. Get the new Stock Codes

 Open the “JC | New SKUs (Need Updating)” search within NetSuite to access the list of
newly created stock codes. This search will provide visibility into the recently imported
inventory items or lot numbered inventory items, allowing you to review and manage
them accordingly.
STEP 2: Update SKUs (Supplier Submission Form)
1. Get the new Stock Codes and Extract a CSV flat file
 Based on the type of record you're working with (Lot Numbered Inventory Item,
Inventory Item - Trade, or Inventory Item - Online and Trade), select and execute the
corresponding saved search to extract the CSV template:
 For Lot Numbered Inventory Item: JC | New SKUs (Need Updating) Lot
Numbered
 For Inventory Item – Trade ONLY: JC | New SKUs (Need Updating) Inv –
Trade ONLY
 For Inventory Item – Online and Trade: JC | New SKUs (Need Updating)
Inv - Online & Trade

TIP: You may use the NetSuite Global Search to search for any saved search.

 Apply the following Filters:

i. Created By: Select the name of the person who created the new stock
codes.
ii. Date From and To: Update the date range.

 Hit Tab on your keyboard.

 Click on the Export – CSV icon.
2. Prepare Your CSV File
 Populate the fields on the CSV template you have just extracted.

NOTE:

I. Please ensure that these columns are not left blank:

1) For Lot Numbered Inventory
a. UBA – Supplier ID
b. UBA – Supplier Price
c. UBAP – Supplier ID
d. UBAP – Supplier Price
e. Action – Supplier ID
f. Action – Supplier Price
2) For Inventory – Online and Trade
a. UBA – Supplier ID
b. UBA – Supplier Price
c. Action – Supplier ID
d. Action – Supplier Price
3) For Inventory – Trade ONLY
a. Action – Supplier ID
b. Action – Supplier Price
II. In the CSV mapping, certain fields are hardcoded, indicating that they are
automatically populated or predefined. Therefore, if any of these fields are present
in the template or saved search extract, you do not need to enter values for them.
1) Subsidiary
a. UBA – Subsidiary
b. UBAP – Subsidiary
c. Action – Subsidiary
2) Preferred Supplier (hardcoded to YES)
a. UBA – Preferred Supplier?
b. UBAP – Preferred Supplier?
c. Action – Preferred Supplier?

3. Navigate to Import Manager:

 In the NetSuite dashboard, go to Setup > Import/Export > Saved CSV Imports.
4. Select a Saved CSV Import Template:
 Depending on whether you are updating a Lot Numbered Inventory Item record or an
Inventory Item record, choose the appropriate template:
 For Lot Numbered Inventory Item: JC | Update New SKUs (Lot Numbered) |
Internal ID: 267
 For Inventory Item – Trade ONLY: JC | Update New SKUs (Inventory - Trade
ONLY) | Internal ID: 286
 For Inventory Item – Online and Trade: JC | Update New SKUs (Inventory -
Online and Trade) | Internal ID: 280

5. Upload CSV File:

 Click on the "Choose File" button to select and upload your prepared CSV file.
 Proceed by clicking Next.

6. Review Data Handling Selection:

 Confirm that “Update” is selected for Data Handling.
 Proceed by clicking Next.

7. Review CSV Columns Mapped to NetSuite Fields:

 NetSuite will automatically map the CSV columns to NetSuite fields based on the saved
Field Mapping.
 Review the mapping and proceed by clicking Next.

8. Run the Import:

 Hover your mouse over the down arrow beside the Save & Run button.
 Click on the "Run" button to initiate the import process.
 Confirm by clicking OK.
9. Monitor Progress:
 Once the import process begins, monitor its progress by clicking on the Import Job Status
hyperlink.

10. Review Results:

 Upon completion of the import (Status column = Complete), review the results by
clicking on the CSV Response hyperlink under the CSV Response column.
 If errors occur, NetSuite will provide details on necessary corrections.

11. Validate Import Results

 To review field updates for the type of record you're working with (Lot Numbered
Inventory Item, Inventory Item - Trade, or Inventory Item - Online and Trade), utilize the
appropriate saved searches listed below:
 For Lot Numbered Inventory Item: JC | [BUYING] SKU Update (Lot Numbered)
 For Inventory Item – Trade ONLY: JC | [BUYING] SKU Update (Inv - Trade ONLY)
 For Inventory Item - Online and Trade: JC | [BUYING] SKU Update (Inv - Online
and Trade)

Please refer to these saved searches to track and analyse field updates as needed.
STEP 3: Update SKUs (Product Database Map)
1. Get the new Stock Codes and Extract a CSV flat file
 Based on the type of record you're working with (Lot Numbered Inventory Item,
Inventory Item - Trade, or Inventory Item - Online and Trade), select and execute the
corresponding saved search to extract the CSV template:
 For Lot Numbered Inventory Item: JC | [BUYING] SKU Update (Lot
Numbered)
 For Inventory Item – Trade ONLY: JC | [BUYING] SKU Update (Inv - Trade
ONLY)
 For Inventory Item – Online and Trade: JC | [BUYING] SKU Update (Inv -
Online and Trade)

TIP: You may use the NetSuite Global Search to search for any saved search.

 Click on the Export – CSV icon.

2. Prepare Your CSV File

 Populate the fields on the CSV template you have just extracted.

NOTE:

I. Please ensure that these columns are not left blank:

1) For Lot Numbered Inventory
a. UBA – Supplier ID
b. UBA – Supplier Price
c. UBAP – Supplier ID
d. UBAP – Supplier Price
e. Action – Supplier ID
f. Action – Supplier Price
2) For Inventory – Online and Trade
a. UBA – Supplier ID
b. UBA – Supplier Price
c. Action – Supplier ID
 d. Action – Supplier Price
3) For Inventory – Trade ONLY
a. Action – Supplier ID
b. Action – Supplier Price
III. In the CSV mapping, certain fields are hardcoded, indicating that they are
automatically populated or predefined. Therefore, if any of these fields are present
in the template or saved search extract, you do not need to enter values for them.
1) Subsidiary
a. UBA – Subsidiary
b. UBAP – Subsidiary
c. Action – Subsidiary
2) Preferred Supplier (hardcoded to YES)
a. UBA – Preferred Supplier?
b. UBAP – Preferred Supplier?
c. Action – Preferred Supplier?

3. Navigate to Import Manager:

 In the NetSuite dashboard, go to Setup > Import/Export > Saved CSV Imports.

4. Select a Saved CSV Import Template:

 Depending on whether you are updating a Lot Numbered Inventory Item record or an
Inventory Item record, choose the appropriate template:
 For Lot Numbered Inventory Item: JC | [BUYING] SKU Update (Lot Numbered) |
Internal ID: 305
 For Inventory Item – Trade ONLY: JC | [BUYING] SKU Update (Inv - Trade ONLY) |
Internal ID: 307
 For Inventory Item – Online and Trade: JC | [BUYING] SKU Update (Inv - Online
and Trade) | Internal ID: 306
5. Upload CSV File:
 Click on the "Choose File" button to select and upload your prepared CSV file.
 Proceed by clicking Next.

6. Review Data Handling Selection:

 Confirm that “Update” is selected for Data Handling.
 Proceed by clicking Next.

7. Review CSV Columns Mapped to NetSuite Fields:

 NetSuite will automatically map the CSV columns to NetSuite fields based on the saved
Field Mapping.
 Review the mapping and proceed by clicking Next.

8. Run the Import:

 Hover your mouse over the down arrow beside the Save & Run button.
 Click on the "Run" button to initiate the import process.
 Confirm by clicking OK.

9. Monitor Progress:
 Once the import process begins, monitor its progress by clicking on the Import Job Status
hyperlink.
10. Review Results:
 Upon completion of the import (Status column = Complete), review the results by
clicking on the CSV Response hyperlink under the CSV Response column.
 If errors occur, NetSuite will provide details on necessary corrections.

11. Validate Import Results

 To review field updates for the type of record you're working with (Lot Numbered
Inventory Item, Inventory Item - Trade, or Inventory Item - Online and Trade), utilize the
appropriate saved searches listed below:
 For Lot Numbered Inventory Item: JC | [BUYING] SKU Update (Lot Numbered)
 For Inventory Item – Trade ONLY: JC | [BUYING] SKU Update (Inv - Trade ONLY)
 For Inventory Item - Online and Trade: JC | [BUYING] SKU Update (Inv - Online
and Trade)

Please refer to these saved searches to track and analyse field updates as needed.