In this video we answer the question “What is a Bundle”? We take a look at the components that go into a bundle such as Code, Records, Fields, Files, Scripts and Other Assets, and draw some useful analogies to help better understand how to think of a bundle. We take a look at where bundles come from and what makes them so useful. Lastly, we cover some words of caution when installing bundles.

In this video we cover setting personal preferences in NetSuite to allow the system to function how you want it to. We cover basic settings shown in the Settings portlet, and the Set Preferences area of the system. We cover general settings such as your email signature, localization and time zone settings, date and data formatting options, addressing and map defaults, showing internal IDs, how parent and subaccounts are displayed, and how to control dropdowns, records per page and pagination. We cover some more advanced and edge settings such as changing the colors of NetSuite and why you may want to do that, making the system more accessible to those with visual impairments, using the classic interface, changing the landing page, credit limit handling, and how transactions are printed or emailed. We cover general analytics settings and how reports look, how searches work, calendar and calendar sharing settings, and how to have alerts and dashboards emailed automatically. Finally, we look at how to temporarily restrict your view to a specific subsidiary, department, class or location.

In this video we take a look at inventory transactions including transfers and adjustments. We cover reviewing the Current Inventory Status report, performing bulk and one-off adjustments to inventory, and performing an inventory count using the inventory count cycle. We also review inventory transfers, perform an inventory transfer, and talk about the option of using transfer orders if you desire a more formal procedure.

In this video we cover the General Ledger, Trial Balance and Transaction Detail reports. We go over what each of these is, and when they are used. We cover how to customize the reports by changing the subsidiary, date range and other fields at runtime, and how to review each reports’ results. We cover how to make changes in the report builder as well, including adding extra fields, and adding additional filters that can be selected at runtime.

In this lesson we cover some more advanced features of StickyNotes. We take a look at field level notes in the header and subtab sections of a record. We go over attaching files and images to notes, and how to view those attachments. We cover note preferences such as changing fonts and color settings, and some hidden preferences. Finally we take a look at how note emails look.

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In this video we cover searching for and finding bundles that add useful or needed functionality to NetSuite. We cover the permissions that are needed to perform installs, and we cover viewing what bundles are currently installed. We cover basic searches, and advanced searches, and when to use each. Lastly we cover bundle licensing and the general bundle install license provided by NetSuite.

In this lesson we take a look at the Global Search and Quick Search capabilities in NetSuite, and how they can help you find what you are looking for quickly and efficiently. We take a look at using some advanced capabilities while searching such as record type prefixes and the percent and underscore wildcards. We cover some edge cases where using search can be used to find a customer by telephone number and how you can find pages and specific functionality within the system.

In this lesson we take a look at manufacturing in NetSuite, sometimes referred to as light manufacturing. We use the concept of a bicycle to understand how manufacturing is handled, and cover components, assemblies, and finished goods. We review work order creation, release, and close procedures. We cover work order job customization as well as firming orders for supply planning. We round out the discussion by covering mass creation and building of work orders, and reviewing assemblies and components.

In this video we cover the Bank Register and the Accounts Payable and Accounts Receivable Aging reports. These three reports give you a better view into how much cash you have, and when bills and invoices are due. You can use these reports to help run your business, and we cover how in this lesson. We also cover searching through reports using a browser search and the problems you might encounter