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This course is designed to give new customers a base understanding of the entire NetSuite product. The course will provide attendees with an understanding of how to get started implementing and using the NetSuite application, with discussions on core features and capabilities, using searches and reports, and creating dashboards to present your data. Key areas of focus will include CRM, ERP and customising your system to get the most functionality needed to run your business.
Who Should Attend this Session
- Administrators responsible for setting up and configuring the NetSuite application.
- Project managers responsible for implementing the NetSuite application.
Course Objectives
- Provide a broad overview of NetSuite's ERP and CRM products.
- Navigate the NetSuite application and set up company preferences and dashboards.
- Use roles and permissions to provide access to the NetSuite application.
- Create, modify, import and export records.
- Use common entities to set up a company structure.
- Use standard features, functions, and process flows of NetSuite ERP and CRM products.
- Use reports and saved searches to support business analysis and strategic decision making.
- Use customisation tools to extend the NetSuite application to meet specific business requirements.
Lessons:
I. Getting Started/Basics
- Navigating the NetSuite Application.
- NetSuite Users and Roles.
- Understanding Entity Records.
- Managing Your Activities and Calendar.
- Setting Company Preferences.
- Importing Data into the NetSuite Application (Import Assistant).
- Duplicate Detection and Merge.
II. Introduction to ERP/Accounting
- General Accounting Setup.
- Setting Up Items and Pricing.
- Purchasing.
- Accounts Payable.
- Order Management.
- Accounts Receivable.
- Banking General Ledger.
III. Introduction to CRM
- Sales Force Automation (SFA).
- Marketing Automation.
- Customer Service and Support.
IV. Additional Topics
- Using NetSuite Reports.
- Using Saved Searches.
- Mass Updates.
- Customisation Basics.
Duration: 2 Days. |
