Finding Bundles

5 minutes Standard

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.

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

Global Search and Quick Search

6 minutes Easy

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.

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

Manufacturing

5 minutes Easy

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.

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

Bank Register and AP/AR Aging

5 minutes Easy

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

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

Sticky Notes Board

8 minutes Easy

In this lesson we take a look at the StickyNotes board, which aggregates all of your notes into a single location. We quickly go through the tutorial, and take a look at the different areas of the board layout. We walk through the search and filter functions of the board, and the ways in which we can view the notes. We review exporting notes, and sorting them based on several different criteria. Finally we talk about drilling down on note information, what information lives where, and a few other topics.

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

Reviewing Bundle Search Results

4 minutes Standard

In this video we cover the results that are returned from the Search and Install Bundles screen, and what the results mean. We go over each column of the results screen and explain what the they used for, and how you can use them.

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

Centers, and the Employee Center

4 minutes Easy

In this video we cover what Work Centers are, and look at a few of them. Understanding centers and how they affect menu navigation is critical to understanding NetSuite, and this lesson explains what you need to know about them. We talk about the differences between several centers that are available out of the box, and we look at when you would want to use different centers for different employees.

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

Financial

11 minutes Easy

In this video we cover transactions that are unique to an accounting department. We start by covering Journal Entries, including reversing JEs and Intercompany JEs incase you are using a OneWorld account. We then cover budgets, including creating multiple budgets, how to create them manually using the budget worksheet, how to import them with the import wizard, and where to find the budget template. Next, we go over allocation schedules, including when you would use them, creating them, and setting the source, destination and distributions for the allocations. We then move on to cover currency revaluation which is applicable if you use multiple currencies, and memorized transactions which help you automate some manual transaction processes. We round out the lesson with a look at the audit trail, how to access it, and why you might use it.

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