NetSuite Administrator Fundamentals
Administrator Fundamentals examines key administrator tasks and responsibilities to provide the foundational knowledge needed to tailor, maintain, and optimize NetSuite for your users’ business needs. The course begins with a high-level review of NetSuite capabilities before turning to the daily setup, configuration and customization tasks that are part of an administrator’s core responsibilities. The course concludes by exploring best practices and techniques for ensuring the ongoing optimal use of your NetSuite system. (Online classes available)
Course Key Learnings:
- Describe the general structure of the NetSuite data model.
- Modify and create custom roles to enforce security.
- Publish dashboards for groups of users.
- Use NetSuite customization tools to add fields, control views, and create new tables.
- Assist and troubleshoot with reports and searches.
- Import data and ensure data integrity in your NetSuite account.
- Expand NetSuite by taking advantage of SuiteApps.
- Consider techniques for securing your data and system.
- Identify resources to assist with upcoming NetSuite releases.
Course Content:
Module1: Establishing core settings
- Company Information
- General Preferences
- Print and Fax
- Email Preferences
- 2-Factor Authentication
- Sandboxes
- Administrator Notifications
- View Billing Information
- IP address restrictions
- Single Sign-on
- Netsuite Help
Module2: User Roles
- Centres
- Transaction Access
- Permissions
- Master Data Access
- Permissions
- Reporting Access
- Permissions
Module3: Setting up base features
- Enablement
- Bundles
- Transaction Names
- Auto numbering
- Duplicate Detection
Module4: Setting up functional preferences
- Accounting
- Inventory Management
- Invoicing
- Sales/Forecasting
- Sales Force Automation
- Marketing
- Support
Module5: Structural Elements
- Subsidiaries
- Departments
- Locations
- Classes
- Charts of Account
Mdule6: Supporting Lists
- Accounting, CRM, Marketing,
- Sales, Support, Other
- Accounting Periods
- Tax Set Up
- Data Management
- CSV imports
- Mass Updates
Module7: Netsuite Structure
- Critical Components
- UI Elements
- User Access
Module8: Enhancing the UI
- Centers
- Tabs
- Forms
- Entry Forms
- Transaction
- Forms
- Printing Forms
- Subtabs
- Sublists
Module9:Enhancing the Data
- Custom Fields
- Lists
- Transactions
- Items
- Other
- Custom Records
Module10:Custom Segments
- Concepts
- Creation
- Reporting
Module11:Workflows
- Streamlining Data Forms
- Automating Processes
Module12:Analysis
- Standard Reports
- Searching for Data
- Saved Searches
- Creating KPIs and
- Reminders
Module13: KPI Scorecards
- Concepts
- Creation
- Reporting
- Dashboards Publishing
- Concepts
- Publishing
- Analytics Workbook
- Concepts
- Creation
- Pivot Tables
- Charts
- Publishing
Prerequisites
Course participants should be familiar with NetSuite navigation and features.
Who’s this course for?
New and experienced administrators who are responsible for the day-to-day maintenance and optimization of their organization’s NetSuite account
International Student Fee: 1200$
Job Interview Preparation (Soft Skills Questions & Answers)
- Tough Open-Ended Job Interview Questions
- What to Wear for Best Job Interview Attire
- Job Interview Question- What are You Passionate About?
- How to Prepare for a Job Promotion Interview
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Flexible Class Options
- Week End Classes For Professionals SAT | SUN
- Corporate Group Trainings Available
- Online Classes – Live Virtual Class (L.V.C), Online Training
Related Courses
NetSuite Essentials for Admin and Developers
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