NetSuite Basics for Beginners

The main objective of the course is to make aspirants understand the fundamentals of NetSuite, its capabilities, Navigating the NetSuite Application, NetSuite Users and Roles, Understanding Entity Records (Customer, Vendor, Partners, Employees, Contacts). It will be beneficial for Functional Consultant, NetSuite Administrator, Finance Professional, Account Professional in understanding masters in NetSuite, Its Capability, Navigation and providing access in NetSuite. It will help NetSuite Technical Consultant and NetSuite developer in building their logic for scripts.(Online classes available)

What you’ll learn

Navigating the NetSuite Application and NetSuite Users and Roles
Understanding Customer Records and Understanding Vendor Records
Understanding Partners Records and Understanding Employees Records
Understanding Contacts Records

Course Content:

Module1:: NetSuite Navigation Tricks

NetSuite Login
Toggle Between NetSuite Roles
Custom Navigation Tabs
Employee Record Introduction
Add Access to Employees
Search All Fields On A Record
Create a Shortcut
Quick Jump to Recent Records
How to Use NetSuite Search Bar
Navigation to Common Tabs
NetSuite Terminology

Module2: SuiteAnswers and NetSuite Help

Introduction to SuiteAnswers
Navigating to SuiteAnswers
Difference Between SuiteAnswers & Help
Help Topics, Support Articles, Videos, & SuiteWorld Presentations
Help Topics: Overviews
Support Articles

Module3:Suite Bundler Installations

How to Search and Install Bundles List
How to Search and Install Bundles
How to Install a Bundle
How to use Bundle Audit Trail
Looking up Questions in SuiteAnswers
How to Uninstall a Bundle

Module4:: NetSuite Saved Searches

All Saved Searches
New Saved Search
Saved Search ID
Making the Search Public
Criteria Tab
Expressions
Results Tab
Sort Search Results
Formulas
Drill Down Fields
Export Search Results
Saved Searches on Dashboards

Module5:NetSuite Import Assistant CSV Upload

Understanding Info You Need to Upload
Creating the Excel Sheet
Fields to Select in NetSuite
Mapping Fields
Running Your Import
Import Job Status
CSV Response

Module6: User Roles & Permissions

Manage Roles Page
Example Permissions
Customize Permissions
Giving Employees Roles
Manage Users
Login Audit Trail
Show Role Differences

Module7:NetSuite Dashboards

Dashboard analytics
Bank reconciliation
Calendar portlet
Custom portlet
Custom search & search forms
KPI Features
Adding a list to your dashboard
New release portlet
Phone call portlet
Quick add portlet
Quick search portlet
RSS/Atom feed
Recent records
Reminders portlet
Report snapshots
SMT links
NetSuite shortcuts
Tasks portlet
Trend graph

Module8:Company Information & General Preferences

Company Info Navigation
Company Logo in NetSuite
Fiscal Year
Timezone
NetSuite Account ID
Company Address
Company URLs
Restlets
Customer Center Login
General preferences
Allow personal preferences to override general preferences

Module9: Personalized Preferences

Why you can’t see some tabs and settings in NetSuite
Setting the number of rows in a list (i.e. items or customers)
Timezone adjustments
Date and time formatting
NetSuite Internal IDs
Appearance and colors
Set Activity preferences
NetSuite alert settings
Restrict the view of a subsidiary, location, or class

Module10:NetSuite Enable Features

Intro to Enable Features
Accounting Tab
Tax Implications
Items & Inventory
CRM Features
Analytics Tab

Module11:NetSuite Entry Forms

What is an entry form?
Customizing an entry form
Enable field editing on list
Store form with record
Form is preferred
Use for pop-ups
Creating a new subtab
Sublist organization
Field grouping on a subtab
Moving fields within subtabs
Call-to-action buttons and menu
Quick view
Custom code
How to apply a custom entry form to a record

Module12:Advanced PDF Templates

Adv. PDF HTML Templates
Template Setup
Builder Tool Vs. Source Code
Assigning a PDF to a form
Edit & Print PDF Templates
Image Properties
Company Name and Address
Preview a PDF Template
Source Advanced PDF Template Fields
Page Numbers
Horizontal Lines
Tabl eProperties & Grouping
Viewing Template on Invoice
Editing Source Code

Module13:NetSuite Email Templates

Create an Email Template
Copy Advanced PDF Code to Edit and Reuse
Attach Email Template to Transaction Form
Testing a NetSuite Email Template on an Invoice
Edit Email Template Code

Module 14: NetSuite Staffing Options

Freelance Contractors
Hiring In-house
Hiring through an Agency
Working with a Large Firm
Small Firms or Groups

Who this course is for:

If you are Software Engineers, IT Professionals, Cloud Developer, ERP domain, Business Analyst and Fresher, this course will help you to become NetSuite Professional.