Download inventory replenishment by transfer order transaction data to Excel

Downloading transfer order transaction data for replenishment analysis shouldn’t require multiple steps and file conversions. You can pull this data directly into Excel with all the fields and formatting you need.

This guide shows you how to create a direct connection that downloads comprehensive transfer order data while maintaining proper data types and enabling advanced analysis.

Download transfer order data directly to Excel using Coefficient

Coefficient streamlines the download process by connecting NetSuite transfer orders directly to Excel. No CSV files, no data type conversion issues, and no manual formatting required.

How to make it work

Step 1. Access transfer order transactions.

Open Coefficient in Excel and select “Import from NetSuite” → “Records & Lists” → “Transfer Order”. This gives you direct access to all transfer order transaction data.

Step 2. Configure replenishment data fields.

Select essential fields like item details, SKU, quantities, location information, expected receipt dates, and transfer order status. Include any custom fields specific to your replenishment process.

Step 3. Apply filters for replenishment analysis.

Filter by transaction status like “Pending Receipt”, set date ranges for your planning horizon, and specify locations or item categories that require replenishment tracking.

Step 4. Enhance with related data.

Use SuiteQL queries to combine transfer orders with current inventory levels, reorder points, and lead time information. This creates a comprehensive dataset for replenishment decisions.

Get comprehensive replenishment data in Excel

Direct downloads preserve data integrity and enable immediate analysis without manual formatting. Your transfer order data becomes a dynamic foundation for inventory management decisions that updates automatically. Download your data directly from NetSuite today.