Export guide · NetSuite
What to export from NetSuite
Five lists from NetSuite, as CSV or Excel, are enough for the health check and the order plan. Here is where each one lives and how to export it.
The five lists, and where to find them
Export these lists as CSV or Excel, as far back as your ERP allows (two years of sales is best):
Items, with their cost, unit and supplier.
Where · An item saved search.
Stock on hand by branch, with the minimum and maximum if you use them.
Where · An item saved search with the location fields: on hand, committed and reorder point.
Sales lines (or the item ledger’s sales entries), with date, branch and quantity.
Where · A transaction saved search on invoice lines.
Purchase order lines and receipts, with the dates.
Where · Transaction saved searches on purchase order lines and on item receipts.
Suppliers, with their usual lead time.
Where · A vendor saved search.
How to export
In NetSuite, run a saved search for each list and export it as CSV.
Show one row per line in the transaction searches (not the summary), then export the results as CSV.
- Column names in English or French both work: you rename nothing.
- Report footers and totals are left out by our reader; nothing is parsed in your browser.
Send your exports for a free health check
We read them, ask you what the data cannot tell us, and send back a report of the stock you could return, sell down or stop buying, each figure as a range.
Get your free health check