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NetSuite Tutorial

Navigation

 
Details:

Learn NetSuite navigation with this video demo showing basic skills that any new user will have to undertake. 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.

0:35 - NetSuite Login

1:04 - Toggle Between NetSuite Roles

1:15 - Custom Navigation Tabs

1:30 - Employee Record Introduction

2:25 - Add Access to Employees

3:48 - Search All Fields On A Record

4:23 - Create a Shortcut

5:12 - Quick Jump to Recent Records

5:37 - How to Use NetSuite Search Bar

7:16 - Navigation to Common Tabs and Terminology

Navigation Assignment and Lecture Notes

NetSuite Tutorial Overview Assignment
 
 

NetSuite Tutorial

SuiteAnswers | Help

 
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 lessons gives an introduction to SuiteAnswers and the difference between articles and NetSuite help. 

 

NetSuite Tutorial

SuiteBundler

 
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.

0:44 – How to Search and Install Bundles List
2:00 – How to Search and Install Bundles
2:58 – How to installing a Bundle
4:09 – How to use Bundle Audit Trail
5:00 – Looking up Questions in SuiteAnswers
6:11 – How to Uninstall a Bundle

SuiteBundler Assignment

NetSuite Tutorial Overview Assignment
 

NetSuite Tutorial

Saved Search

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.

0:35 – All Saved Searches
0:57 – New Saved Search
1:46 – Saved Search ID
2:25 – Making the Search Public
2:36 – Criteria Tab
3:27 – Expressions
4:06 – Results Tab
4:51 – Search Results
5:19 – Sort Search Results
5:37 – Formulas
6:56 – Drill Down Fields
8:25 – Export Search Results
8:36 – Saved Searches on Dashboards

Saved Search Assignment

NetSuite Tutorial Overview Assignment
 
Details:
 

NetSuite Tutorial

CSV Upload

 
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.
 
0:31 – Understanding Info You Need to Upload
1:57 – Creating the Excel Sheet
3:16 – Fields to Select in NetSuite
4:35 – Mapping Fields
7:35 – Running Your Import
7:50 – Import Job Status
8:07 – CSV Response

CSV Upload Assignment

NetSuite Tutorial Overview Assignment
 

NetSuite Tutorial

Roles and Permissions

 
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.

0:08 – Manage Roles Page
0:42 – Example Permissions
2:08 – Customize Permissions
3:08 – Giving Employees Roles
4:16 – Manage Users
4:30 – Login Audit Trail
5:33 – Show Role Differences

Roles and Permissions Assignment

NetSuite Tutorial Overview Assignment
 

NetSuite Tutorial

Dashboards

 
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 your internal communications of your company.  

0:40 - Navigate to the dashboard

1:24 - Dashboard analytics

2:50 - Bank reconciliation 

3:11 - Add calendar and custom portlet to dashboard

4:00 - Custom search on NetSuite dashboard

5:10 - NetSuite KPI meter

5:45 - KPI scorecard in NetSuite

6:29 - Key performance indicators

6:35 - List on the NetSuite dashboard

7:15 - My login audit

7:35 - NetSuite new release on the dashboard

7:54 - Phone call NetSuite dashboard

8:14 - Quick add portlet for NetSuite CRM leads

9:12 - Quick search for NetSuite dashboard instead of NetSuite global search bar

10:25 - How to use the RSS/Atom feed in NetSuite dashboard

12:47 - Recent records in the dashboard

13:00 - NetSuite reminders in the dashboard

13:28 - Report Snapshots

14:04 - What is SMT links in the NetSuite dashboard?

14:26 - Search forms in the dashboard

15:06 - NetSuite shortcuts on the dashboard

15:18 - Tasks to display on the dashboard

15:28 - Trend Graph for decision makers in the dashboard

NetSuite Tutorial

Company Information | General Preferences

 
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 modification 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. 

0:23 Navigate to Company Information

0:45 How to change the logo in NetSuite ERP?

1:18 Setting the beginning of the fiscal year

1:27 Setting the timezone in NetSuite

1:56 Getting the NetSuite account ID and how to find it

2:02 Setting your company address in NetSuite

2:14 Company URLs in NetSuite

2:22 What are restlets in NetSuite

2:42 How to use the customer center login in NetSuite

4:03 NetSuite company general preferences

5:29 Allow for personal preferences to override general preferences

 

NetSuite Tutorial

Set Personalized Preferences

 
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. 

0:15 Why you can't see some tabs and settings in NetSuite

0:41 Setting the number of rows in a list (i.e items or customers)

1:25 How to change the timezone in NetSuite when company is located somewhere else

2:12 How to change the date and time formatting in NetSuite

2:30 How to find the internal ID in NetSuite

3:22 How to change the appearance and colors in NetSuite

4:33 Set Activity preferences

4:55 NetSuite alert settings

5:11 Restrict the view of a subsidiary, location, or class

NetSuite Tutorial

Enable Features

 
Details:

 

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 their NetSuite ERP system. Taking the time to understand each of the features will expose you to the power of NetSuite.

 
 
 

NetSuite Tutorial

Entry Forms

 
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. 

0:30 - What is an entry form and why you should organize the NetSuite record?

1:40 - Where to customize an entry form?

3:48 - First look of a custom entry form

4:08 - Enable field editing on list checkbox

4:42 - Store form with record checkbox

4:58 - Form is preferred checkbox

5:13 - Use for pop-ups checkbox

6:02 - Introduction to form organization

6:48 - Create a new subtab

7:35 - Sublist organization on an entry form

9:00 - Field grouping on a subtab

10:33 - Move fields within subtab or main content area

10:57 - Call to action buttons and menu

12:38 - Quick view on entry form

13:21 - Custom code on entry form

14:00 - How to apply custom entry form to the record

Entry Forms Assignment

NetSuite Tutorial Overview Assignment
 

NetSuite Tutorial

Advanced PDF Templates

 
Details:

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 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. 

0:24 – Advanced PDF HTML Templates
1:19 – Template Setup
1:49 – Builder Tool Vs. Source Code
2:45 – Assign Advanced PDF to forms for Printing
4:26 – Print Advanced PDF Templates
5:29 – Edit Advanced PDF Template
6:38 – Image Properties
7:10 – Company Name and Address
8:07 – Table Properties
8:54 – Preview Advanced PDF Template
10:02 – Source Advanced PDF Template Fields
10:41 – Advanced PDF Template Page Number
11:01 – Advanced PDF Template Horizontal Line
11:11 – Grouping with Tables
12:29 – See How Template Looks on Invoice
13:31 – Edit Source Code

Advanced PDF Template Assignment

NetSuite Tutorial Overview Assignment
 

NetSuite Tutorial

Email Templates

 
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.

1:22 – Create an Email Template
2:11 – Copy Advanced PDF Code to Edit and Reuse
4:29 – Attach Email Template to Transaction Form
5:55 – Test Email Template on an Invoice
8:59 – Edit Email Template Code

Email Template Assignment

NetSuite Tutorial Overview Assignment
 

NetSuite Tutorial

NetSuite Staffing Options

 
Details:

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 discuss's 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.  

 

NetSuite Tutorial

NetSuite Partner Options

 
Details:

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 Standard or SuiteCommerce Advanced (SCA), you will need to find the right partner. 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. 

Other Lessons In Progress

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1 on 1 Training

Every NetSuite instance is set up slightly difference. You also might have your own projects that are unique to your business. We can help guide you through the process with one on one training. It's like having a tutor walk you through the process. You may find along the way that it exceeds your skill set which is completely fine. We can fill in the gaps to add the technical bandwidth you need to carry on. Ultimately, we want you to succeed with your NetSuite ERP systems. 

Tired of learning and just want it done?

We get it and this is what our team does every day. Everything from consulting to development. These lessons just touch the surface so you may need an expert to get your projects implemented fast while you spend time learning. Then when a project is complete, we can add to your knowledge base to allow you to take the reigns. Or we offer NetSuite managed services so you don't ever have to worry about admins or maintenance. 

 
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