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.
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.
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
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.
In this video we look at any specific prerequisite knowledge you should have going into this course, however there is not a lot that is needed, mostly basic computer and internet use skills. We also talk about how the instructors account is setup, and address some places where you may see differences between the training and how your NetSuite instance works. Finally we talk about course updates now and in the future.
In this overview we look at what will be covered in the next five videos about Sticky Notes
In this lesson we cover steps that are often needed to configure a bundle after it has been installed. We use several bundles to do this including the File Drag and Drop bundle, the Sticky Notes bundle, and the Nolan Electronic Payments for NetSuite bundle. The steps required can include things such as reviewing internal or external help documentation, searching SuiteAnswers, looking in the File Cabinet and even exploring the components and scripts that make up a bundle.
In this lesson we cover the NetSuite calendaring and event scheduling system, which works similarly to calendaring systems such as those offered in Outlook or Google Calendar. This specific video covers events which are typically meetings or appointments. We cover single (one-time) and recurring events, as well as event statuses, address and location details, access, reminders, and organizer and attendee details. Finally, we take a look at resources and resource availability, related records, time tracking and file attachments for events.
In this lesson we cover leads, prospects and customer. We cover what each of these are, and when they should be used. We cover entering data for the record such as the name, sales rep, partner, category and subsidiary. We take a record through all three stages, lead, prospect then customer, and talk about the different stages and how to add, delete, edit or otherwise modify the stages and substages. We cover how the stages are used, and to manually and automatically go through the stages, and how the stages feed into prediction reports. Finally, we cover attaching activity records such as phone calls and events, adding shipping and billing information, territory assignment, and setting up financial payment terms.
In this lesson we go over reports that are important to marketing and web departments. We cover the Campaign ROI Analysis, Campaign Response and Sales by Lead Source reports which are mostly for marketing. We also cover Page Hits, Cart Abandonment, and Search Engine Keyword reports which are useful to web and ecommerce managers. In the reports we demonstrate using summary and detail versions of some reports, and using graphing options on others.