Guides

The Five Pillars of a Successful Financial Cutover

The Five Pillars of a Successful Financial Cutover

When moving to a new financial system, planning a seamless cutover becomes a key component for success. You can invest in a modern, state-of the art technology but without your pertinent and accurate data, the technology may not provide much value. So how do you plan for this very crucial activity effectively?

Overview: Support Case Management in NetSuite

Overview: Support Case Management in NetSuite

NetSuite offers Case Management, as one of its many Customer Service tools. This means it gives you the power to manage your customers questions, queries and complaints efficiently and effectively, allowing for higher customer satisfaction, and evidence that you’re a trusted supplier.

Understanding & Enabling Features in NetSuite

Understanding & Enabling Features in NetSuite

NetSuite is a feature-rich ERP system that allows the user to customise the system based on their business functions and requirements. Part of this customisation is to allow features to be enabled to tailor how you want to use NetSuite. The Enable features section is split into a number of different segments based on the use and purpose of the feature. Within this blog we will explain the options and some key considerations.

How to Track and Segment Data Using Classifications in NetSuite

How to Track and Segment Data Using Classifications in NetSuite

Classifications are powerful tools that can be used to identify and categorise records in your NetSuite Account. There are 3 different types of classification that come as standard with NetSuite, each helping you to segment reporting and allocate costs as needed.

NetSuite CRM Overview

NetSuite CRM Overview

NetSuite’s CRM (Customer Relationship Management) delivers a real-time, holistic view of your customers across the entire customer lifecycle. Its capabilities include SFA (Sales Force Automation), marketing automation, customer support and communication management all in a single cloud platform. 

Understanding Items in NetSuite

Understanding Items in NetSuite

Everything you need to know about understanding item types in NetSuite.

Navigating NetSuite's Subsidiary Structure

Navigating NetSuite's Subsidiary Structure

How to navigate and manage NetSuite’s subsidiary structure in OneWorld.

How to Manage Exchange Rates in NetSuite

How to Manage Exchange Rates in NetSuite

This blog outlines the basics to managing exchange rates in your NetSuite system.

How to Add Custom Fields in NetSuite

How to Add Custom Fields in NetSuite

Customising certain areas of NetSuite can be a fairly simple process for the end user (ensuring that you have the correct role permissions to do so). Custom fields are fields that you can add to forms to record business specific information. Meaning you are not stuck with the out of the box fields that NetSuite provides you.

Managing Roles in NetSuite

Managing Roles in NetSuite

One of our certified NetSuite ERP Consultants, Chris, walks you through creating, managing, and editing user roles in NetSuite.

Managing Groups in NetSuite

Managing Groups in NetSuite

In NetSuite, you can set up a group of employees, customers, partners, vendors, projects or contacts. You can then use these groups to share specific information with. In article, we will walk you through some of the main steps to setting up and managing Dynamic and Static Groups.

How To Set Up Your NetSuite For Outlook Connector

How To Set Up Your NetSuite For Outlook Connector

The purpose of the NetSuite to Outlook integration is to allow the flow of information such as emails, tasks and events between NetSuite and Outlook. It means that you can create a task in Outlook that will also display in NetSuite or alternatively create a task in NetSuite and it will also display in your Outlook.

Considerations for Creating Workflows in NetSuite

Considerations for Creating Workflows in NetSuite

Take control of your business processes with NetSuite Workflows. One of my favourite areas in NetSuite is the workflow engine, often referred to as SuiteFlow. If you haven’t created a workflow to manage an internal business process, you are missing out on some powerful business tools.

Creating and Managing Employee Records in NetSuite

Creating and Managing Employee Records in NetSuite

Employee records in NetSuite, allow you to store information about your employees, as well as using it to give an employee login access to NetSuite.

To create an employee, go to Lists > Employees > Employees > New

Managing Your NetSuite File Cabinet

Managing Your NetSuite File Cabinet

NetSuite file cabinet comes included in any the standard NetSuite Suite of products. The file cabinet can be used to store generic documents, documents that need to be attached to specific records, or payment files used by the Electronic Bank Payments SuiteApp.

Maximising Global Search Results in NetSuite

Maximising Global Search Results in NetSuite

NetSuite’s Global Search feature enables you to search for records anywhere in your account data. The search bar is located at the top of your screen.

Setting Up CRM Resources in NetSuite

Setting Up CRM Resources in NetSuite

NetSuite allows a user to set up CRM resources, which in turn allows these resources to be ‘booked out’ when creating events and meetings etc.

Here is how you can create and manage resources within NetSuite for your organisation.

Working With NetSuite's Chart of Accounts

Working With NetSuite's Chart of Accounts

Anytime I meet a prospective or new client to discuss their Chart of Accounts (COA), I always set the president that NetSuite is an accounting system first and foremost. This means everything starts with establishing a good COA. Here are some of the key considerations you should make when setting up your NetSuite COA.

Managing Dashboards in NetSuite

Managing Dashboards in NetSuite

You can create a unique dashboard set up to ensure maximum efficiency and ease when you use NetSuite. NetSuite displays a variable set of tabbed pages, called a centre. Most of the tabbed pages on each centre contain a collection of portlets which displays real-time data relevant to the page and your role. This collection of portlets is called a dashboard.