NetSuite Beginner Training

Lesson 1 Details & Bonus Content

Learn NetSuite navigation with this video demo, showing basic skills that any new user will have to undertake, including the basics of shortcuts (favorites), quick navigation techniques, search methods, and setting up new employee records. Find out how to set up employee access to your NetSuite account. Also, you will get a brief demo of how to use the search bar to get better results.

Lesson 2 Details

Get NetSuite help with a complete guide to everything available in NetSuite. SuiteAnswers is a highly technical set of documentation, but ultimately, it will give you the answers you need to resolve your NetSuite issues. This lesson gives an introduction to SuiteAnswers and the difference between articles and NetSuite help.

Lesson 3 Details

Learn to search for NetSuite and Third-Party bundles to improve your NetSuite system with limited customizations in this video demo. Installed bundles, searching bundles, installing a bundle, the bundle audit trail, and uninstalling bundles. Understand how to search for, install, and uninstall bundles to save you time and money.

Lesson 4 Details & Bonus Content

Learn the basics of saved searches to report on your data and retrieve all the information you need from your system with this video demo. Creating saved searches, IDs, criteria, results, expressions, formulas, and drill down fields. Uncover the power of NetSuite by grasping how to create and manipulate Saved Searches. If you're looking for more in-depth training on NetSuite Saved Searches, or if you want to learn how to build saved searches commonly used by accountants, check out the Saved Search Course linked below!

Lesson 5 Details

Learn how to easily import your data into NetSuite with this video demo. This video covers knowing the data you need for an import, how to format your Excel file for import, fields in NetSuite, mapping fields, and status and response. Acquire the skills needed to get the data you need into the system you use.

Lesson 6 Details

Learn how to simplify NetSuite for your employees and make sure they only see the information you want them to see with this demo video. Manage roles, customize permissions, give employees roles, manage users, login audit trail, and show role differences. Perfect applying roles with different access levels to the appropriate employees and audit your permissions with ease.

Lesson 7 Details

Learn how to use the NetSuite dashboard to get reporting displayed for different NetSuite users. Dashboards allow for your employees to be shown important information to make decisions throughout their day. They can also be used to streamline the internal communications of your company.

Lesson 8 Details

Getting your NetSuite company information and general preferences set up is going to be one of the first tasks of your implementation. You may not need to set it up yourself, but you will likely need to make small modifications in the future. Getting exposure to where it is located and what exists in these NetSuite pages will help you adjust your company data when the time comes to make modifications.

Lesson 9 Details

Learn how to set your personal preferences in NetSuite, including the color of the NetSuite theme. You will be able to restrict views to subsidiaries, override company general preferences, and customize NetSuite options that only affect your user account.

Lesson 10 Details & Bonus Content

Learn about NetSuite features and how to turn on special features. You will also find out about why you should use the enable features with care (i.e. Advanced tax feature). Enabling features in NetSuite is a common practice as your company grows and adapts its NetSuite ERP system. Taking the time to understand each of the features will expose you to the power of NetSuite.

Lesson 11 Details

Learn how to organize your NetSuite record data to allow for more efficient navigation and data entry. This video teaches you how to add a subtab to a NetSuite record. You will also learn how to manage your fields on the record, with a brief introduction to the call-to-action button customization.

Lesson 12 Details & Bonus Content

Learn the fundamentals of Advanced PDFs and how to use and customize them to deliver well-formatted company-specific invoices to clients with this demo video. Template setup, builder tool, assign Advanced PDFs to forms, print and edit, image properties, company name and address, table properties, preview, source fields, page number, add a horizontal line, tables, trying out your template, and editing source code. Discover the flexibility provided by Advanced PDFs to deliver quality material to your clients. Also, we have expanded this lesson's content into a full free course!

Lesson 13 Details

Learn about Email Templates, how they differ from Advanced PDFs, and how you need to customize them to email professional templates to your clients with this demo video. Create an Email Template, copy your Advanced PDF code, attach your template to the proper form, test your Email Template, and edit your Email Template. Know how Email Templates work and what you need to do to customize them as best fits your needs.

Lesson 14 Details & Bonus Content

Finding NetSuite resources to hire permanently can be a challenging task. Watch this video about hiring NetSuite developers and administrators to get ahead of the game. The video discusses which recruitment firms offer better services in the industry. Many of our clients have used recruitment firms, and there are some common ones you should avoid.

Lesson 15 Details & Bonus Content

Find the right NetSuite partner to implement your NetSuite ERP system is one of the scary steps. You will need to vet them to see if they are a good fit for your business. If you are implementing SuiteCommerce, you will need to find a partner who specializes in that product. Many companies are not aware that they can get more affordable implementations using qualified third-party consultants. Going this route may allow for the implementation to be cut in half while getting a faster result. If you are a CFO or in management, then this is a must-see NetSuite video.