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NetSuite Order-to-Cash Process Overview

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Created January 8, 2026

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https://www.revid.ai/view/netsuite-order-to-cash-process-overview-MhKEaXjuxZAjuJMBn7i8

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Video Transcript

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NetSuite Order-to-Cash (O2C) Overview:The Order-to-Cash (O2C) cycle is the complete process that covers

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every step from identifying a sales opportunity to receiving payment and reporting on the transaction.

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Step 1: Opportunity & Quote/Estimate Creation Step 2: Sales Order & Order Management

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Step 3: Cash Sale vs. Invoice Step 4: Order Fulfillment & Shipping Step 5: Billing

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& Payment Processing Step 6: Customer Deposit with Sales Order

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