In this video we go over the basics of using the Setup Manager to make NetSuite work the way you want it to work. We look at a basic overview of the Setup Manager and how to use it. We cover setting and editing company information, such as our address, logo, time zone, and fiscal periods. We go over classifications, units of measure, renaming records, and formatting general preferences. Finally we cover credit limit handling, location settings, and other features.

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.

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 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 go over reports that are important to marketing and web departments. We cover the Campaign ROI Analysis, Campaign Response and Sales by Lead Source reports which are mostly for marketing. We also cover Page Hits, Cart Abandonment, and Search Engine Keyword reports which are useful to web and ecommerce managers. In the reports we demonstrate using summary and detail versions of some reports, and using graphing options on others.

In this video we cover reports that are specific to Logistics and Warehousing Departments. We review the Current Inventory Status, Physical Inventory Worksheet, Inventory Back Orders, Transfer Orders Register, Inventory Turnover, Demand History, and Item Demand Plan reports. Inside of these we explore features such as searching and location filters, printing, drilling down, view restrictions, and exporting data to Excel. All of these work together to help manage effective and efficient logistics and warehousing departments.

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.

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.

In this video we cover the Bank Register and the Accounts Payable and Accounts Receivable Aging reports. These three reports give you a better view into how much cash you have, and when bills and invoices are due. You can use these reports to help run your business, and we cover how in this lesson. We also cover searching through reports using a browser search and the problems you might encounter

In this video we cover the General Ledger, Trial Balance and Transaction Detail reports. We go over what each of these is, and when they are used. We cover how to customize the reports by changing the subsidiary, date range and other fields at runtime, and how to review each reports’ results. We cover how to make changes in the report builder as well, including adding extra fields, and adding additional filters that can be selected at runtime.