Hi, and welcome to this course on NetSuite usage basics. My name is Sam Stetler, and I’ve been using NetSuite for over a dozen years now. My experience with the system ranges from end user, all the way to implementation, and re-implementation, at multiple companies. Along the way I’ve customized it in more ways than I can count or even remember. I have written code, performed user administration, and done many other tasks in the system. I have also had the chance to present training to groups both large and small. Of all the things I have done, the training has been the most fun, and the most rewarding.
When I was first learning NetSuite I found it frustrating, nothing seemed to make sense. Everywhere I turned it seemed like I was beating my head against a brick wall and not getting anywhere. Slowly but surely I did learn the system, though it was frustrating. Now, I’d love to help you learn it, but without the frustration. If it seems difficult now, I understand. I promise, if you go through this course a few times, you will see that difficulty slowly drift away. Combine this with the other courses that we will have on this site soon, and I believe you can be a NetSuite master in no time.
Before we go any further, I want to talk about who this course is for. I designed the course to be primarily for business unit and department managers, who work with, or will need to work with NetSuite on a day to day basis. I also designed it for anyone who is new to the system, or those with less than a year of experience with it, as well as those folks generally looking to expand their knowledge of NetSuite. This may be you, but if not, that doesn’t mean that you won’t get value from the course. I did try to design this course so that everyone would get some value from it, however those listed above may get the most. Even if this isn’t you, you might want to watch the rest of this video just to understand what we will cover in the course.
And with that intro, now let’s talk about what we will go over. We’re going to start by looking at what NetSuite is, its history, and its architecture. Next we’ll talk about logging into, and navigating the system. Then we’ll cover dashboards, user preferences, global and quick searches, the centers, or work centers, how to get help, and entering data. We’ll move on to activities including events, tasks, and phone calls, which are all records in NetSuite. And we’ll talk about using the calendar to coordinate all of these.
We’ll take a thorough look at transactions, where we will cover the Order to Cash and Procure to Pay cycles. Here we’ll go over purchases and payables, and sales and billing. We’ll also talk about employee transactions such as expense reports. Then we’ll cover inventory management, manufacturing management, and some transactions that usually apply only to accounting.
We’re going to look at the chart of accounts, and review how it may not be exactly what you are used to, but how it may actually be a bit better. We’re also going to cover item management and currencies. We have several videos where we’ll learn the primary entity records that are used in the system, such as Leads, Prospects, Customers, Contacts, Partners, Vendors, and Competitors. We’re going to review marketing campaigns, and how you can use them to increase your ROI in the sales and marketing department. And, we’re going to talk about providing support to customers through cases.
We have two chapters dedicated to saved searches and reports. In the first, we go over the different types of reports, and we talk about building saved searches. In the second we take a look at some of the more popular reports that are included out of the box.
We wrap up with a couple of chapters dedicated to power users, and toward light administration. There we review document storage in the system using the file cabinet. We cover the setup and customization managers, and look at some of the more common settings. We look at how to get data into the system using CSV imports. And finally we look at management of users and roles.
In our very last video, we wrap things up by providing you with more resources to continue your learning. We have a lot of ground to cover, and I would love it if you would join me in learning NetSuite.