Course curriculum

  • 1

    Basic Navigation

    • 1 Introduction

    • 2 NetSuite Terminology

    • 3 The Basics

    • 4 Browser Based

    • 5 Set Preferences

    • 6 Roles

    • 7 The Dashboard

    • 8 Global Search
  • 2

    AP

    • 1_AP_Agenda

    • 2_AP Dashboard

    • 3_AP_New_Vendor

    • 4_EnterPO

    • 5_Bill the PO

    • 6_Pay Bills

    • 7_Enter Bills
  • 3

    AR

    • 1 Agenda

    • 2 The AR Clerk Dashboard

    • 3 The Customer Record

    • Customer Credit Limit Handling

    • Sales Order to Invoice

    • Tweaking the Process

    • Collections

    • Payments & Statements

    • Credit Memos
  • 4

    GL

    • Transfer Funds

    • Write Checks

    • Bank Reconciliation

    • Journal Entries

    • Deposits

    • Financial Statements

    • Budgets

    • Memorized Transactions

    • Classsifications
  • 5

    Marketing

    • The Elevator Pitch

    • Campaign Overview

    • Setup Campaign Email Address

    • The Subscription Center

    • Marketing Setup

    • Measure the Success of the Campaign

    • Marketing Preferences

    • Marketing Overview

    • The Target Market

    • Execute the Campaign

    • The Promotion Code

    • The Email Template
  • 6

    Sales

    • 1_Introduction

    • 2_Understanding the Customer Journey

    • 3_The SalesRepsDashboard

    • 4_Reminders

    • 6_KPIs

    • 5_Shortcuts

    • 7_Lists

    • 8_SetPreferences

    • 9_New Lead

    • 10_Activities

    • 11_PhoneCalls

    • 12_Events

    • 13_Tasks

    • 14_Email

    • 15_Converting a Lead

    • 16_Managing Opportunities

    • 17_Quotes

    • 18_Upsell
  • 7

    Support

    • 1 What is Support

    • 2 Case Form

    • 3 Setup Option

    • 4 Set Preferences

    • 5 Online Case Form

    • 25_Reports Sorting

    • 6 Case Rules
  • 8

    Analytics

    • 1_Course Introduction

    • 2_Advantage Dashboard

    • 3_Advantage Reports

    • 4_Advantage Saved Search

    • 5_Similarities

    • 6_Dashboard in Depth

    • 7_Introduction to Searches

    • 8_Naming your Saved Search

    • 9_Criteria

    • 10_Using Expressions

    • 11_Using Criteria

    • 12_Multifaceted searches

    • 13_Results

    • 14_Results Order & Sort

    • 15_Calculations and transactions searches

    • 16_Total and Subtotal

    • 17_Using Advanced Criteria

    • 18_Conditional Formatting

    • 19_Available Filters

    • 20_Available Filter Example

    • 22_Execution Log

    • 21_Email Alerts

    • 23_Introduction to Reports

    • 24_Report Formatting

    • 26_Report Filters

    • 27_Reports - Additional Options
  • 9

    Customization

    • 1_Customizations Agenda and Preview

    • 2_Entity Field

    • 4 Field Level Help

    • 5_Employee List

    • 6_Transaction Column sourced from item

    • 7_Transaction Body with Filtering

    • 8_ Customer Sat Survey

    • 9 Dynamic Field

    • 10 Forms

    • 11 External Forms
  • 10

    Imports

    • 1 The NetSuite Import Process

    • 2 Field Mapping

    • 3 Import Templates

    • 4 Customer Import

    • 5 Company Import

    • 6 Import Tips

    • 7 Item Imports

    • 8 Kit Import

    • 9 Transaction Import

    • 10 Transaction Import Update