Lists and categories

Every dropdown in the order wizard that is not a customer or an item is backed by a managed list. Manage them at Settings → Data model → NetSuite lists. Customer categories have their own screen at Settings → Order entry → Categories.

Standard lists

You can also create your own lists to back list-type custom fields. A custom list behaves exactly like a standard one.

Managing values

1. 1Pick a list. Its values are shown in position order.
2. 2Add a value with the name reps will see.
3. 3Enter the NetSuite Internal ID for that value. This is the field that makes exports reliable.
4. 4Enter an External ID if your NetSuite account matches on external keys instead.
5. 5Reorder values so the most-used ones sit at the top of the dropdown.
6. 6Deactivate values you no longer offer rather than deleting them.

Loading a list from NetSuite

1. 1Build a saved search in NetSuite for the list, with Internal ID and Name as result columns.
2. 2Export it as CSV.
3. 3Go to Settings → NetSuite sync → Import, choose List values, and select the target list.
4. 4Map the columns and run the import. Existing values are matched on Internal ID and updated rather than duplicated.

Deactivating versus deleting

• Deactivating removes the value from dropdowns while leaving existing orders and customers that reference it intact.
• Deleting removes the value entirely and breaks those references.
• Prefer deactivating for anything that has ever been used on an order.

Customer categories

Categories group customers for reporting and filtering, and can be exported on the customer_category column. They are managed on their own screen but behave like a list: name, Internal ID, ordering, and an active flag.