Fast-track your understanding of NetSuite in 2 weeks with our new training course

NetSuite Essentials: A Comprehensive Guide for End Users and Administrators

Pick up industry practices and shortcuts that minimize manual work and maximize your productivity, without getting overwhelmed.


Introduction to NetSuite

1.1. Overview of NetSuite’s key features and functionality
1.2. Setting up a NetSuite account
1.3. Navigating the NetSuite interface

Setting up and Customizing NetSuite

2.1. Setting up and customizing your NetSuite dashboard
2.3. Configuring NetSuite preferences and settings
2.4. Setting up and managing custom fields and forms

Managing Customers and Orders in NetSuite

3.1. Creating and managing customer records
3.2. Creating and managing sales orders and invoices
3.3. Managing customer payments, returns and credits
3.4. Creating and managing Vendors
3.5. Managing the End to End AP Process

Financial Management in NetSuite

4.1. Overview of NetSuite financial management features
4.2. Creating and managing accounts, budgets, and forecasts
4.3. Managing transactions and reconciling accounts
4.4. Generating financial reports and statements

Managing Inventory and Fulfillment in NetSuite

5.1. Setting up and managing items
5.2. Managing inventory levels and transfers
5.3. Managing Returns and Credits
4.4. Generating financial reports and statements

Advanced NetSuite Features and Tips

6.1. NetSuite’s advanced search and reporting features
6.2. Automating tasks with workflows
5.3. Managing Returns and Credits
6.3. Best practices for managing NetSuite data and records
6.4. Tips and tricks for optimizing NetSuite performance and productivity
As part of the course, you’ll also gain instant access to:
By the end, you’ll gain the confidence to effectively use NetSuite to manage your business and work tasks.

Client Success Stories

Chad Gibbons


We tried having our own NetSuite expert but it didn’t go so well. Sean and the Bluebird team make work much more efficient and do in minutes what would take us hours, if not days.

Aoife MacEntee

Project Manger

Sean Haney’s expertise in NetSuite has transformed our operations, leading to improved processes, strategic growth, and a stronger market position at Z-Con Solutions

Karen Robinson


Sean’s NetSuite videos have been super helpful for us at Gemstone, enhancing our system understanding and effectively resolving our issues.

Todd Wilkinson


Utilizing Sean’s NetSuite training, we’ve improved our client staff’s skills, enhancing ROI and project execution at Pete Velocity Shipping Solutions and Consulting

Deepen your NetSuite knowledge with help from certified experts