Navigating to NetSuite and Logging In

6 minutes Easy

In this lesson we talk about how to navigate to NetSuite and login, and how to create a browser and desktop shortcut to make getting back into the system a bit easier. We also cover setting your initial password within the given password criteria, and setting your security questions to assist with password recovery should the need arise. We briefly mention the use of two factor authentication, and cover securely signing out of the system. Finally we talk about common login problems that can occur and how to handle them.

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Sales

7 minutes Easy

In this video we take a look at the first half of the order to cash cycle, which starts with sales. We start with the Opportunity, then generate a Quote from it, and Finally create a Sales Order from that, including printing and email transactions. We talk about the Sales Funnel or Pipeline, and how it is implement in the system, and talk about approval processes. We round out the lesson by covering the Pick, Pack and Ship Process, and Cash Sales.

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Saved Searches

10 minutes Easy

In this video we take a look at saved searches, and how they differ from reports. We look at the different types of searches that can be created, and go through the entire process of creating a transaction search for sales orders. We cover using an iterative approach to creating searches and reports, and why this is important. We cover adding fields to search results, and setting the fields the search will sort by. We cover how to use the search that we created as a list view or in a dashboard, or how to set it as the default search for specific users or roles. We cover filtering by criteria at build time, as well as adding filters for run time filtering, and use examples of filtering by type, transaction mainline, and date. We cover creating highlighting and formatting rules to help key data stand out. We cover controlling access to the search through audience, permission and search owner settings, and viewing the audit trail to see if the search has been changed, and the execution log to see when a search has been run. Finally we talk about search translation, inline editing results while running a search, and exporting the results to Excel, CSV, PDF or via email.

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Additional Resources

6 minutes Easy

In this video we provide some additional resources to continue your journey learning NetSuite. We review what was covered in the basics course. We look at resources such as Reddit, Slack, User Groups, and other training. Finally we talk about sandbox accounts and why you should have one.

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Recent Records, Shortcuts, and New Recorords

7 minutes Easy

In this lesson we look at the Recent Records, Shortcuts and New Records which should help you work more efficiently and effectively in NetSuite. We talk about when records show up in the recent records list, and how to view more than what appear on the dropdown menu. We talk about adding locations to your NetSuite shortcuts menu, including web locations outside of NetSuite. Then we cover how to use the shortcuts portlet and how to add it to your home screen if it isn’t already there. Lastly we cover why the New Records drop down can be helpful in speeding up your workflow, and how to customize the records listed underneath it.

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Customer Transactions

7 minutes Easy

In this lesson we cover the second half of the order to cash process in which we bill the customer and receive payment from them. We start the discussion with accepting customer deposits, incremental billing, and authorizing returns. Then we cover creating invoices one at a time or in a batch, as well as printing or emailing them to customers. Finally, we cover accepting payments including credit card payments, issuing credit memos, generating customer statements, and generating customer price lists.

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Scheduled Reports and Searches

8 minutes Easy

In this lesson we cover automating reports and saved searches, and having their results sent to users automatically. We cover sending new search results when the results of a saved search change, and sending a saved search on a scheduled basis. We cover recurring scheduling options, and how to set them up. We look at setting specific recipients to receive the notifications, and having the recipients selected from the search results. We cover allowing users to subscribe to specific searches. We cover using updated fields to trigger the search results to be sent out, and we cover how to customize the message that is sent along with automatic search results and the format of those results. We cover scheduling reports and their recurrence, customizing the report message, and changing those schedules at a later time if necessary.

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Architecture Overview

5 minutes Easy

In this lesson we take a high level overview of the architecture of the NetSuite system. We cover topics such as how it is hosted, where it is hosted, and the technology behind the hosting. We talk about the advantages of having a hosted system, and why you probably want this. We talk about security and redundancy of the system and why it is usually more secure and redundant than most other systems for all but the largest of businesses. Finally we talk about software you should have to use NetSuite efficiently and effectively, and optional software you might want.

To access this content, you must purchase Full Access Subscription with 7 Day Trial.