Celigo.com | Excel SmartClient: Working with Line Items

Celigo Excel SmartClient is a powerful tool that allows you to manage NetSuite data using Microsoft Excel. It provides a variety of features and functionality to help you work with line items, including:

Creating new line items: You can create new line items in SmartClient by adding rows to the spreadsheet and entering the relevant data, such as the item code, quantity, unit price, and discount.

Updating existing line items: You can update existing line items in SmartClient by editing the relevant data in the spreadsheet.

Deleting line items: You can delete line items in SmartClient by selecting the rows that contain the line items that you want to delete and then clicking the Delete button.

Moving and copying line items: You can move and copy line items in SmartClient by selecting the rows that contain the line items that you want to move or copy and then clicking the Move or Copy button.

Calculating line item totals: SmartClient automatically calculates the totals for each line item, as well as the overall total for the spreadsheet.

Validating line item data: SmartClient validates line item data to ensure that it is accurate and complete.

Using formulas: You can use formulas in SmartClient to calculate line item data, such as the total price of a line item or the discount amount.

Creating reports: You can use SmartClient to create reports on line item data, such as a report on all line items that have been created in a certain period of time or a report on all line items that are associated with a particular customer.

Here are some tips for working with line items in SmartClient:

• Use the Insert menu to insert new rows into the spreadsheet to create new line items.
• Use the Delete button to delete line items.
• Use the Move and Copy buttons to move and copy line items.
• Use the Formulas menu to enter formulas in the spreadsheet.
• Use the Reports menu to create reports on line item data.

If you have any questions about working with line items in SmartClient, please contact your SmartClient administrator.

Here are some examples of how you can use SmartClient to work with line items:

• Create a new sales order with multiple line items.
• Update the quantity of a line item on a sales order.
• Delete a line item from a sales order.
• Move a line item from one sales order to another.
• Copy a line item from one sales order to another.
• Calculate the total price of a sales order, including all line item discounts.
• Create a report on all sales orders that have been created in the past month.
• Create a report on all sales orders that are associated with a particular customer.

Celigo Excel SmartClient is a powerful tool that can help you to manage NetSuite data more efficiently and effectively. By following the tips above, you can use SmartClient to work with line items in a variety of ways.