Reviewing Bundle Search Results

4 minutes Standard

In this video we cover the results that are returned from the Search and Install Bundles screen, and what the results mean. We go over each column of the results screen and explain what the they used for, and how you can use them.

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Centers, and the Employee Center

4 minutes Easy

In this video we cover what Work Centers are, and look at a few of them. Understanding centers and how they affect menu navigation is critical to understanding NetSuite, and this lesson explains what you need to know about them. We talk about the differences between several centers that are available out of the box, and we look at when you would want to use different centers for different employees.

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Financial

11 minutes Easy

In this video we cover transactions that are unique to an accounting department. We start by covering Journal Entries, including reversing JEs and Intercompany JEs incase you are using a OneWorld account. We then cover budgets, including creating multiple budgets, how to create them manually using the budget worksheet, how to import them with the import wizard, and where to find the budget template. Next, we go over allocation schedules, including when you would use them, creating them, and setting the source, destination and distributions for the allocations. We then move on to cover currency revaluation which is applicable if you use multiple currencies, and memorized transactions which help you automate some manual transaction processes. We round out the lesson with a look at the audit trail, how to access it, and why you might use it.

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Sales Department Reports

11 minutes Easy

In this video we go over several reports that sales departments typically find useful. These include the Sales Order Register, the Open Sales Orders, and the Sales Orders Pending Fulfillment reports. Together these act as a sort of funnel and allow you to understand what’s going on inside your sales department. We take a look at the Customers by Sales Rep report, which breaks groups customers together based on what sales rep is assigned to them. We also look at the Customer Profitability report, which shows us what customers generate the most profit for our business, and we take a look at a few other reports. Inside the reports we review some graphing options to help you more visually interpret your data and look at the difference between the detail and summary versions.

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Advanced Administration

11 minutes Easy

In this video we look at some advanced administration topics. These include email capture and notifications, and where the data and records for StickyNotes are stored. We cover exporting and backing up notes based on the custom records that store their data. We talk about inactivating notes for single record types, and making global preference changes. We browse and take a look at where files are stored when they are uploaded on notes. Finally we take a look at saved searches for StickyNotes.

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Using the Advanced Bundle Search

3 minutes Standard

In this video we cover the advanced search for bundles, and how to use it to filter the results to more easily find what you are looking for. We specifically cover the Location, Availability, Product, Vertical and Language filters.

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Help, Support, and SuiteAnswers

5 minutes Easy

In this lesson we take a look at ways to get help in the system when you need it. We specifically look at how to use the structured and context sensitive help system, how to use the SuiteAnswers knowledgebase, and how to submit support tickets should the need arise.

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The Chart of Accounts

8 minutes Easy

In this chapter we start looking at relationship, entity and list records, and in this lesson we cover the Chart of Accounts or COA. We talk about the out of the box accounts, and cover adding new ones. We cover using a numbered or numberless COA using department, class, location, subsidiary, and custom segments to segment data. We talk about account types and currencies, as well as inactivating and reactivating accounts.

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Reports for Customer Service and Support

12 minutes Easy

In this video we take a look at reports that are most often used in a customer service organization. For Returns, these include the Sales Back Order, Return Authorizations Register, Open RMA, and Return Authorizations Pending Receipt reports. For Cases, these include the Closed Case Analysis, Closed Case Escalation, and Case Activity by Support Rep reports. Inside these reports, we look at drilldown and find functions, printing and exporting reports, report rollups, and summary/detail information.

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