In this video we take a look at purchases which are the first part of the procure to pay cycle, and how you generally get merchandise, equipment, and other goods into your company and onto your company’s books. We talk about what purchases are, then go over creating a purchase order. We cover drop ship purchase orders and when you would use them, and we talk about purchase order approval workflows. We cover receiving items using the item receipt form, and cover an alternate purchasing flow that uses purchase requisitions. Finally we cover vendor returns.

In this video we cover what transactions are and how they work in NetSuite. We go over how to view a transaction’s impact on the general ledger, and how to get to each account’s register from a transaction. We cover how transactions allow you to filter your data using department, class, location and subsidiary settings. We cover how transaction records differ from other records inside the system, and how to access their dashboard.

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.

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 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 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 lesson we cover the NetSuite calendaring and event scheduling system, which works similarly to calendaring systems such as those offered in Outlook or Google Calendar. This specific video covers events which are typically meetings or appointments. We cover single (one-time) and recurring events, as well as event statuses, address and location details, access, reminders, and organizer and attendee details. Finally, we take a look at resources and resource availability, related records, time tracking and file attachments for events.

This lesson provides a general overview of entering data in NetSuite through onscreen data entry forms. We cover transaction and relationship or entity entry forms. We look at the header, tab and subtab sections in the forms and how they are used. We cover how viewing and entering data on forms is very similar where layout in concerned, and why that is. We talk about form actions and buttons. We cover the correct terminology for different parts of forms. Finally we briefly talk about the communication, system information and custom subtabs, and when they are used.

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.

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.