Using the Advanced Bundle Search

3 minutes Standard

In this video we cover the advanced search for bundles, and how to use it to filter the results to more easily find what you are looking for. We specifically cover the Location, Availability, Product, Vertical and Language filters.

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Help, Support, and SuiteAnswers

5 minutes Easy

In this lesson we take a look at ways to get help in the system when you need it. We specifically look at how to use the structured and context sensitive help system, how to use the SuiteAnswers knowledgebase, and how to submit support tickets should the need arise.

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The Chart of Accounts

8 minutes Easy

In this chapter we start looking at relationship, entity and list records, and in this lesson we cover the Chart of Accounts or COA. We talk about the out of the box accounts, and cover adding new ones. We cover using a numbered or numberless COA using department, class, location, subsidiary, and custom segments to segment data. We talk about account types and currencies, as well as inactivating and reactivating accounts.

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Reports for Customer Service and Support

12 minutes Easy

In this video we take a look at reports that are most often used in a customer service organization. For Returns, these include the Sales Back Order, Return Authorizations Register, Open RMA, and Return Authorizations Pending Receipt reports. For Cases, these include the Closed Case Analysis, Closed Case Escalation, and Case Activity by Support Rep reports. Inside these reports, we look at drilldown and find functions, printing and exporting reports, report rollups, and summary/detail information.

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Overview

5 minutes Easy

This video provides a high level overview of what content is contained in the NetSuite Usage Basics course on this site, and talks about some of the instructors experience working with NetSuite. We also talk about who the course is for, and any prerequisite knowledge you should have going in.

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

Installing Bundles

5 minutes Standard

In this lesson we cover the actual install of a bundle. We pickup after having found a bundle to install, and go through the entire installation process. For this example, we use the Last Sales Activity bundle for the install, and cover the header information section, and the Overview, Components and SuiteApp Info subtabs. We also cover accessing help documentation for the bundle.

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Entering Data

6 minutes Easy

This lesson provides a general overview of entering data in NetSuite through onscreen data entry forms. We cover transaction and relationship or entity entry forms. We look at the header, tab and subtab sections in the forms and how they are used. We cover how viewing and entering data on forms is very similar where layout in concerned, and why that is. We talk about form actions and buttons. We cover the correct terminology for different parts of forms. Finally we briefly talk about the communication, system information and custom subtabs, and when they are used.

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Items and Currencies

7 minutes Easy

In this lesson we cover Items and Currencies. We look at active and inactive items, item naming and descriptions, pricing, price levels, currency based pricing, quantity discounts, reorder points and other meta data. We cover where items control how they are recorded in the General Journal, and to what Accounts, as well as tax schedule information at a high level. We talk about item types, including inventory, non-inventory, groups, kits, service charges, lot and serialized options. We cover how to enter a new item using the entry form or through the use of a CSV import. Finally we briefly talk about currencies in the system, including their ISO codes and automatic foreign exchange (fx) rate updates

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Logistics and Warehousing Reports

11 minutes Easy

In this video we cover reports that are specific to Logistics and Warehousing Departments. We review the Current Inventory Status, Physical Inventory Worksheet, Inventory Back Orders, Transfer Orders Register, Inventory Turnover, Demand History, and Item Demand Plan reports. Inside of these we explore features such as searching and location filters, printing, drilling down, view restrictions, and exporting data to Excel. All of these work together to help manage effective and efficient logistics and warehousing departments.

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