NetSuite

Course Overview

Topic

1. NetSuite Basics

• Getting Help
• Navigating NetSuite
• Logging in to NetSuite
• Setting Personal Preferences
• Working with Email
• Working with the File Cabinet

2. Netsuite navigation

• Login to Netsuite
• Set your preferences
• Setup your dashboard
• Use global search
• Use Netsuite help

3. Setup company preferences

• Set company information
• Enable Features
• Rename Records & Transactions
• Turn off Auto Generated number
• Set company preferences
• Set printing, Fax, and Email Preferences

4. Locations, Subsidiaries, etc.

How To Create a Location and Subsidiary, Importance of Subsidiaries, etc.

5. Employee  

• Adding an Employee Record
• Giving an Employee Access to NetSuite
• Assigning the Employee as Sales Rep
• How To View List Of Employees

6. Entities and Create Entity Records

• Create customer records
• Create vendor records

7. SuiteAnalytics

• Dashboards
• Search
• Reports

8. Dashboards

• Dashboards Overview
• Key Performance Indicators Overview
• KPI Scorecards Overview
• Report Snapshots Overview
• Publishing Dashboards Overview
• FAQ: Dashboards

9. Search

• Search Overview
• Finding Records
• Saved Searches
• Defining a Saved Search
• Exploring and accessing a saved search
• Permissions for saved search
• Displaying saved search results in dashboards
• Saved Search Examples
• Reporting Overview

10. Reports

• Working with Standard Report Results
• Standard Report Customization
• Managing Reports
• FAQ: Reports

11. Other Core Functionalities

• Overview of OneWorld
• Roles, Permissions and Users
• Customization: Subtabs, Lists and Fields, Forms and Records
• Migrate Your Data
• Data Integrity
• Multiple Currencies
• Tax Information
• Items
• Pricing
• Order Management
• Fixed Assets
• Accounts Receivable (AR)
• Purchasing
• Customer Support and Case Management

12. CRM

• Leads, Transaction related to Lead
• Prospect, Transaction related to Prospect
• Customer, Transaction related to Customer
• Importance of CRM

13. Order Management

• Define order management preference
• Enter a sales order
• Approval
• Fulfill sales order
• Pick
• Pack
• Ship
• Invoice
• Cash Sales
• Accept customer payment
• Issue a return authorization
• Make a bank Deposit

14. Purchasing & Receiving

• Enter Purchase Order
• Enter and approve a purchase order
• Receive all items on a purchase order
• Bill a purchase order
• Pay a Bill
• Vendor Return Authorization

15. Inventory Management

• Setup Items
• Create Inventory Items
• Create a Non-Inventory Items
• Service Items
• Other types of Item
• Enter Inventory Quantities
• Inventory Transfer
• Inventory Adjustment

16. Accounting

• Creating Accounts, What are General Ledgers
• Uploading Bills and Payments
• Bank Reconciliation
• Make Journal Entries
• Memorize a transaction
• Financial Reports