In this video we go over several reports that sales departments typically find useful. These include the Sales Order Register, the Open Sales Orders, and the Sales Orders Pending Fulfillment reports. Together these act as a sort of funnel and allow you to understand what’s going on inside your sales department. We take a look at the Customers by Sales Rep report, which breaks groups customers together based on what sales rep is assigned to them. We also look at the Customer Profitability report, which shows us what customers generate the most profit for our business, and we take a look at a few other reports. Inside the reports we review some graphing options to help you more visually interpret your data and look at the difference between the detail and summary versions.

In this video we look at some advanced administration topics. These include email capture and notifications, and where the data and records for StickyNotes are stored. We cover exporting and backing up notes based on the custom records that store their data. We talk about inactivating notes for single record types, and making global preference changes. We browse and take a look at where files are stored when they are uploaded on notes. Finally we take a look at saved searches for StickyNotes.

There is no description for this video yet.

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.

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.

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.

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.

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.

In this lesson we will cover advanced topics that did not fit in with any of the other videos

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.