NetSuite Blog - August 25, 2023 - Transaction Product Search Customization

I'm often amazed to discover that clients who have been using NetSuite for years have not tailored their transaction search. This is perhaps one of the most straightforward and effective means to enhance transaction processing speed while making NetSuite feel tailor-made for your particular business needs.

Specifically, the item search function, as illustrated below. It's important to note that while the "add multiple" and "list" options cannot be personalized, you do have the ability to customize the item search to showcase the fields and outcomes that matter most to your operations.

Customizing your search results is a breeze. Simply create a custom item search and designate it as the preferred option, or selectively apply it to specific roles as required. Begin by establishing your criteria, such as ensuring that inactive items are excluded, and matrix parents are omitted, among other criteria. Then, configure the results to display the data that is most relevant to your needs, such as Name, Availability, Back Orders, and Items on Order. Finally, set your new search as the preferred option, or implement it selectively by marking the "FORM" option as depicted below.

It's worth considering the utility of crafting distinct searches for different departments or roles. For instance, the search requirements for procurement often differ significantly from those of the sales team.

For more detailed instructions, you can refer to NetSuite's documentation in the help center, specifically under the section titled "Defining a Saved Search as a Preferred Search Form."