In this video we cover what NetSuite is. We talk about ERP systems in general, and how they can be used in improve business efficiency. We cover why you may want to use NetSuite, how it can be used to help manage your business, and some of what the system is capable of doing. We talk about the customization capabilities of the system, and how they can be used to make NetSuite work the way you need it to. Finally we talk about how the system works in the cloud on hosted servers, and how and why this frees your business to be more nimble.

In this video we cover manually updating bundles when the time arises. We cover how to know when bundles need to be updated either through the reminders portlet, or by looking at the installed bundles screen. Then we cover reviewing what the update will do, and performing the actual update, using the Avalara AvaTax bundle as the example. We cover how to handle changes that come with updates such as preserving, merging or overwriting data in lists and whether to update users’ dashboards or not during the update. Lastly we cover a few words of caution and recommendations when updating a bundle, including testing functionality, update cadence, and contingency plans.

In this video we take a look at tasks, which are similar to events, except that they generally don’t have a specific time set aside to work on. The do however have a due date, and we look at that and the other unique features of tasks here. We also cover task statuses, priorities, start dates, due dates, and assigning tasks to other employees. Finally we round out the lesson by looking at adding the tasks portlet to the home dashboard.

In this video we cover what contacts are, when you use them and how you use them. We cover creating a contact and populating it with data such as an email and phone number. We cover how contacts relate to other records in the system, and how to attach them to those other records either through the contact form, or from the related record. Finally, we talk about attaching activities and images to contacts, as well as setting contact categories.

In this video we cover the Employee Change History and a couple of Integration and Automation reports, which are specific to human resources and systems administration. We cover what the reports are used for, and when you would likely use them.

In this lesson we cover installing the File Drag and Drop bundle, as well as making sure that the prerequisites for the install are met. We cover reviewing the bundle and making sure it will work in our environment.

In this video we cover phone calls and the differences between them and events and tasks. We cover creating phone calls, printing a list of calls to make at a later date, adding details to the phone call record, and adding the phone call portlet to the home dashboard.

In this lesson we look at Partners, Vendors and Competitors, including when you would use each of these, and how to set them up. We talk about the partner and vendor centers, and allowing them to log into NetSuite, and talk about partner commissions and vendor terms, as well as using vendors across subsidiaries. We wrap up by covering the competitor record, and how you can use it to track competitors’ strengths, weaknesses and products, your strategy against them, and then how you can use all of this to help increase sales.

In this video we take a look at NetSuite’s file cabinet, and the times when you might want to use it to store files. We look at how to attach existing files to a record. We look at how to upload files using the file browser, as well as through file drag and drop, and we cover how to open and view files that are attached to a record.