When you are working in NetSuite, it can be useful to stay organized with the most important information on your day-to-day usage of Oracle NetSuite ERP. One way you might try to build a custom navigation setup is to create navigation dropdown tabs in NetSuite using Center Tabs.
You can create a custom tab layout specific to your login, role, or even for the entire company. To get a more detailed breakdown of Center Tabs, you can view the SuiteAnswers article ID 10063. SuiteAnswers requires access to a NetSuite environment to view the documentation.
OUR NETSUITE USE CASE EXAMPLE
For our use case, Anchor Group has created a NetSuite Mailchimp integration and needs to manage their customer subscriptions in addition to their own Mailchimp integration data they use with their customers.
We will need to create a tab in the upper navigation menu with a dropdown menu that is organized to make daily tasks in NetSuite easy.
Let's get started!
HOW TO SET UP NETSUITE DROPDOWN TAB
The first step to creating your new navigation tab is to create a center tab. You can find it by going to Customization > Centers and Tabs > Center Tabs > New.
In our example, we will be creating a NetSuite tab dropdown for our Mailchimp NetSuite integration information. The Center Tab is what we will use to define the top-level category of information which shows in the primary navigation bar in NetSuite.
You can skip adding categories to this page for now and just insert the label and the center. For our use case, we will just use the CLASSIC CENTER. Then click save and you will have a new tab in the navigation menu.
The next step will be to make the categories that show up in a dropdown below the top level center tab. Navigate to CUSTOMIZATION > CENTERS and TABS > CENTER CATEGORIES > NEW.
This will be where you will add categories and additional subcategory links. In our case, when we search for Mailchimp, not all the links were available/searchable so our next step will be to create additional links to add.
We will define the label and the URL that each of these links will go to if clicked. In our case, we just copy the URL after navigating to the page we want to have available in this dropdown.
When we go back to the Center Category we just created, we can now see that the new links we just created are available to be selected now.
After we save this record, we have now created a simple navigation dropdown in NetSuite to allow for a customized navigation experience.
This consists of the following setup to get this result:
- One center tab labeled "Mailchimp"
- By Default, the "Mailchimp Overview" will appear
- Two Center Categories being "Mailchimp Subscription Management" and "Mailchimp Setup (internal)
- Inside of the Center Categories, we created links
- Custom Center Links are created for pages you are unable to find in the search initially
Center Tabs are a great way to utilize some basic organization techniques in NetSuite that will help you stay more efficient on a day-to-day basis.
If you are interested in getting the Mailchimp integration to NetSuite mentioned in this article, check out the product detail page for the Mailchimp NetSuite integration.
Download and install the easy-to-use Mailchimp bundle within 30 minutes. A free trial is available!
Hopefully, this post gives you something to work with while trying to understand NetSuite and what it can do for your business. If you have any questions and want some free consulting advice, feel free to contact our team at Anchor Group.
In fact, we pride ourselves on responsiveness so here is the cell phone number of Caleb, one of our NetSuite consultants!
Phone: (608) 553 - 1983
Rates starting as low as $120/hr for NetSuite implementations, consulting, training, and complex NetSuite development. One of the most affordable United States based NetSuite partners on the market.