Streamlining business processes and paving the way for future growth
You may already know that you can manipulate multiple records in NetSuite with CSV imports and mass updates. But, did you know there is a third option? And this option also gives you the ability to delete a record.
By using inline editing within a saved search, you can update multiple items. This allows you to update massive sections of your results. With functionality like Excel, it’s easy to use and gets the job done quickly.
The Blue Horseshoe NetSuite team is sharing an example from the Create Work Orders page. In this scenario, we created 500 work orders, in production, and now need to delete those records.
Here’s are the tips to use the “delete” command option that will save you hours of work.
Create a saved search and enable Inline Editing. (For details on this visit the “Using Inline Editing” page in Help.)
In the results page, select the field you wish to update on the first record in the list.
This trick is great for small groups that do not warrant building a mass update or a CSV import. It also has more functionality than other possible methods.