NetSuite Tips and Tricks
If you are new to NetSuite, finding your way around the software may be overwhelming or even frustrating.
So here are a few short and simple NetSuite tips to get you started.
Navigating through the application
NetSuite is created with an intuitive and easy-to-use interface, but as with any program, you make take some time getting used to its capabilities.
– Shortcut to your Favourite Pages & Reports
Set up shortcuts to the pages and reports that you most commonly use. It’s just like setting up favourite sites in your internet browser. When you are on a page or report that you would like see frequently, simply select the “Add to shortcuts” option from the Star Menu on the top left of your NetSuite screen.
– Revisit your History
You are likely to find that you need to move back and forth between pages you have previously visited. This feature allows you to bring up recent pages again. Go to the “Recent Records” list – usually found on the bottom left of your NetSuite screen.
– Set up your Roles
If you have a number of roles in NetSuite, set up the role you work in most often as your “Default Role”. This will then be the role you are automatically assigned to when you log in to NetSuite. Go to your name on the top right of your Dashboard screen, choose “View all Roles” and tick the box to select your favourite role. Click on the home icon (top left) to exit the Roles list.
Making Search Easier
NetSuite collates information from your entire company into one place, making it easy for you to find the information you need to work with.
– Using global searches
When you are searching for a name, an item, a customer or other data in NetSuite, the global search bar across the top of the screen is where you go. You can shorten the results received, by narrowing your searches with a prefix. For example, if you are searching for a customer named John, you type in cus: John. This will bring you up with a list of customers whose names are John.
Other prefixes include: sup: for supplier, con: for contacts, inv: for inventory items, emp: for employees.
– Using Quick Search
You could also use the Quick Search portlet on your Dashboard. Here you simply enter in the name or even just the first few letters or numbers of the person or item you are looking for, then choose from the drop down list below to receive a quick result. The comprehensive drop down list includes searches such as Name, Project, Phone, Email, Case #, any many more.
Customise your Dashboards
NetSuite can be easily personalised or customised by each user to perfectly fit the unique needs of their role.
– Easily and quickly add data
With the “Quick Add” tool you can add new records such as events, opportunities, and leads almost instantly and directly from your dashboard.
– Colour Code your dashboards
If you have multiple roles, it can be helpful to colour code the dashboard for each fo your roles, so you can instantly tell which role you are currently in. This is done by choosing “Set Preferences” from the Home menu, selecting “Appearance” then choosing a different colour for each of your roles from the “Colour Theme” dropdown menu. Choose “Save” to record your colour choices.
– Choose your KPIs
Track your performance information at a glance. Add relevant Key Performance Indicator Charts and Meters to your dashboard to quickly and easily see live data for yourself and your team.
CTO provides onsite NetSuite training for you and your team to teach you how to utilise your software effectively.
Our trainers will also provide you with many more NetSuite tips to improve your efficiency.
Call us to find out how to book your NetSuite training, on 1300 667 660.