There are many options begin your NetSuite learning process. You may be someone just starting to see if NetSuite is the correct ERP for your business to purchase, or you may be an existing user looking for more ways to understand the system. It's always difficult to find solid training videos and NetSuite tutorials that are understandable. In addition, it is crazy expensive to find even a moderately good course to get you up to speed on the basics.
Here are 4 videos that are simple but clearly explaining valuable parts to NetSuite.
1. NetSuite Overview and Navigation (Tips and Tricks)
First of all, you will want a general navigation overview to see what the system looks like and the basic drop down options you have available. This NetSuite Overview and Navigation Tutorial gives real assignment to help encourage the user to solidify their knowledge that they learn from a video. The best part about it, IT IS TOTALLY FREE!
Seriously, there are not a lot of free learning options that are worth watching. Even though it is a beginner course, it is packed with practical business uses and will expose you to information you may not have known.
2. NetSuite CSV Upload
This is a skill that most administrators and those in charge of pulling in data from other software like Excel will use ALL THE TIME! For those who don't know what a CSV upload it, it is a quick and easy way to bring in your information into NetSuite. Let's say you just purchased NetSuite and now need to bring in all your Customer information that used to live in QuickBooks. This means that you would likely use a CSV Upload to instantly bring all the data into the correct fields in NetSuite. All you have to do is get an Excel file. Check out this video tutorial that clearly shows all you need to know about a CSV Upload. It is a video to show NetSuite beginners how to do a CSV Upload.
It's amazing how useful it is to have a simple upload tool that checks all the boxes for a new implementation or data import into NetSuite.
3. NetSuite Roles and Permissions
Giving the exact access an employee needs to NetSuite helps you manage accurate data and ensure that private information isn't unnecessarily shared. This is why NetSuite give high quality control over the permissions that every NetSuite role has. In fact, you have granular control as far as whether someone can only view, edit, create, or have full access to a single piece of information. This video shows the difference between roles and permissions as well as giving useful insights on ways you can manage your private data access.
One of my favorite parts of this Free NetSuite Beginner Course is that it gives tangible assignments including example business cases that a NetSuite user may have.
4. Saved Search in NetSuite
Finally, this is probably the single most useful tool that NetSuite provides...the Saved Search. This is a powerful search tool that allow you to compile your NetSuite data in ways that provide actionable data for your business. In addition, it can use advanced saved search techniques to allow for SQL logic that is on par with Excel capabilities.
This lesson and assignment even give you insight on how to use the "Formula (text)" option in the NetSuite saved search to unlock some of the greatest NetSuite potential.
The videos here are all available for Free with new NetSuite training content becoming available all the time. The Anchor Group NetSuite Consulting team focuses on partnering with companies to implement NetSuite and then transfer practical knowledge to allow fluid control of your new ERP system. You can contact the NetSuite consulting team started by two brothers passionate about business software.
Published May 11, 2020
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.