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.

In this lesson we configure file drag and drop. We look at a few different configuration options, and show how to make sure that files are well organized. We talk about disabling file drag and drop either all together, or on individual records, in case you ever need to. Finally we test drag and drop to make sure it works how it should.

In this video we look at the calendar which is made up of events, tasks and phone calls. We cover how to use toe calendar to get a better hold of your day and your time, and use it to work more efficiently. We review the calendar portlet, and the different views it provides. We cover viewing other employees calendars, and modifying activities that are already on the calendar or adding new ones. We look at customizing the calendar options and permission settings. Finally we cover how to publicly share a calendar if the need arises.

In this lesson we cover marketing plans by creating a simple one from start to finish. We cover setting the campaign category, campaign manager, start and end dates, base and total campaign cost as well as expected revenue. We cover marketing to specific verticals and audiences to segment marketing campaigns from one another. We also cover limiting the scope of a campaign to specific items, or segmenting it based on categories. We talk about the use of promo and discount codes to track how well an offline campaign is working and cover how promo codes can be limited, as well as cover the use of discount items. Finally we talk about breaking down campaigns based on individual marketing efforts, which is another way to segment the data and get a better view of what is going on in the system, at least in respect to marketing campaigns.

In this video we take a look at the file cabinet, and how documents are stored in the system. We cover downloading and viewing documents. We take a look at the files meta data in NetSuite including security and history information. We cover folders, and how their structures work, as well as their permissions. We go over how to navigate the file cabinet, and many of the standard folders that are delivered with NetSuite. We demonstrate basic and advanced search features.

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In this lesson we take a look at how you can use the activities dashboard to view calendar, activity and event details all in one place for yourself and for other employees. We cover customizing this dashboard, and using the scheduler portlet. We briefly look at managing your subscription to your company’s email list, which can be managed from the activates dashboard. We also cover using lists to display activates and phone calls.