Landed Cost Templates - Applying to Purchase Orders With CSV | 2021

Landed Cost Templates - Applying to Purchase Orders With CSV | 2021

Overview

Landed cost templates are predefined shipping costs that are applied to purchase orders when items are added. Templates are based on vendor shipping averages along with any additional customs / miscellaneous fees. This manual will instruct on adding / updating landed cost templates to purchase orders via CSV

Requirements

  1. Netsuite account & correct permissions
  2. CSV Import - ‘Purchase Order - Landed Cost Template’
  3. Saved Search / Alert = ‘POs With No Landed Cost Template’ 


Template Names 

Each vendor will have their own associated template/s and will therefore be named after the vendor. If a vendor offers free shipping as a primary or secondary means the word (Free) will be appended to the template name. Each vendor is different and may have 1 or more templates assigned to them. For example:
  • Vendor A = Vendor A, Vendor A (Free) 
  • Vendor B = Vendor B (Free)
  • Vendor C = Vendor C 


Adding Landed Cost Templates to Purchase Orders

  1. Locate saved search ‘POs With No Landed Cost Templates’ either through email alert or by directly typing into search bar within Netsuite
  2. Click the CSV icon.
  3. Click save to download the file to your computer.
  4. Open file and insert a column between B and C called ‘Landed Cost Templates’.
  5. Within Netsuite go to List > Accounting > Landed Cost Template
  6. Locate the Template(Vendor Name) you wish to add to your CSV.
  7. Insert the Internal ID into column C ‘Landed Cost Templates’.
  8. Repeat steps 6 and 7 for each vendor listed on your CSV.
  9. Go to Setup > Import/Export > Saved CSV Imports and locate ‘Purchase Order - Landed Cost Template’
  10. Click ‘Select’ and upload your file.
  11. Click Next.
  12. On ‘Import Options’ click ‘Next’ again.
  13. You should now be located within the ‘Field Mapping’ please verify your mappings match the image below. If so click ‘Next’.
  14. Click Run.
  15. Verify the status of your import by going to Setup > Import/Export > View CSV Import Status.
     





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