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.
Overview
Introduction to NetSuite
1.1. Overview of NetSuite’s key features and functionality
1.2. Setting up a NetSuite account
- Changing Passwords
- Assigning Access
- Comparing Users and roles
1.3. Navigating the NetSuite interface
- Center Tabs
- Permissions
- User preferences
- Favorites
- Recent Records
- SuiteAnswers
- Global Search (Using %)
Setting up and Customizing NetSuite
2.1. Setting up and customizing your NetSuite dashboard
- Comparing Users and roles
- Updating Permissions
- Creating Custom Roles
2.3. Configuring NetSuite preferences and settings
- Accounting Preferences
- General Preferences
2.4. Setting up and managing custom fields and forms
- Creating Custom Fields
- Applying Custom Fields to Records
Managing Customers and Orders in NetSuite
3.1. Creating and managing customer records
- Creating a customer
- Editing A Customer
- Parent Child Relationship
3.2. Creating and managing sales orders and invoices
- Create a Sales Order
- Create an Item Fulfillment
- Create an Invoice
3.3. Managing customer payments, returns and credits
- Create Customer Payment
- Credit Memo
3.4. Creating and managing Vendors
- Create a Vendor
3.5. Managing the End to End AP Process
- Create a Purchase Order
- Create an Item Receipt
- Create a Vendor Bill
- Create a Return
- Create a Payment
- Create a Vendor Credit
Financial Management in NetSuite
4.1. Overview of NetSuite financial management features
- Currencies
- Journal Entries
- Subsidiaries
- Depts
- Locations
- Classes
4.2. Creating and managing accounts, budgets, and forecasts
- Chart of Accounts
- Creating Budgets
- Copying Budgets
4.3. Managing transactions and reconciling accounts
- Bank Feeds
4.4. Generating financial reports and statements
- Native NS Financial Reports
Managing Inventory and Fulfillment in NetSuite
5.1. Setting up and managing items
- Setting up and creating item records
- Updating Item Records
- Difference between Item Records
5.2. Managing inventory levels and transfers
- Inventory Adjustments
- Transfer Orders
- Inventory Reports
5.3. Managing Returns and Credits
4.4. Generating financial reports and statements
- Native NS Financial Reports
Advanced NetSuite Features and Tips
6.1. NetSuite’s advanced search and reporting features
- Saved Searches
- Transaction - SO Amounts Grouped by Customer this year
- Client - All clients who do not have accounting terms
- SO’s this week - emailed to an employee
6.2. Automating tasks with workflows
- Workflow to set field value
- Workflow to Auto Populate a field
5.3. Managing Returns and Credits
- Should be handled in the sales piece
6.3. Best practices for managing NetSuite data and records
- Naming Conventions
- Mandatory Fields
6.4. Tips and tricks for optimizing NetSuite performance and productivity
- Reminders Portlet
- Favorites
As part of the course, you’ll also gain instant access to:
- 20 hours of video lectures and walkthroughs to help you master the fundamentals
- A supplemental quizbook that lets you test your knowledge at the end of each section
- Interactive practice guide with 100+ step-by-step exercises you can use to follow along with each lesson
By the end, you’ll gain the confidence to effectively use NetSuite to manage your business and work tasks.
Client Success Stories
Chad Gibbons
CFO
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
Controller
Sean’s NetSuite videos have been super helpful for us at Gemstone, enhancing our system understanding and effectively resolving our issues.
Todd Wilkinson
CEO
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
