NetSuite Complete Fundamentals Course

Log into NetSuite for the first time using a temporary password, then set your permanent password. Configure security questions to secure future logins.

Learn how to set a permanent NetSuite password via an administrator email link, log in, enable remember me, and secure your account with security questions for first-time access.

update your NetSuite login settings by changing email, updating passwords, and refreshing security questions, while administrators learn how to set or reset passwords and assign access roles.

Learn how to log in to NetSuite with two-factor authentication, using email verification codes and a time-based code from Google Authenticator or Microsoft Authenticator.

Navigate the NetSuite home dashboard, its portlets, and switchable roles; learn to use help, the create new record button, favorites, history, and the global search and the navigation bar.

Explore role-specific dashboards in NetSuite, switching roles to reveal customized home dashboards with unique reminders, KPIs, and color-themed portlets tailored to accounts receivable, sales, and other roles.

Learn to customize your NetSuite dashboard by changing layouts and rearranging portlets. Add new portlets via personalize and adjust settings like showing this week in KPI meters.

Learn to customize portlets by setting up parameters for accounts receivable aging, run custom searches, and adjust filters and time ranges, using minimize, maximize, and widescreen options.

Explore the reminders portlet in NetSuite, prioritizing sales orders to approve and pending fulfillment, and customize visible reminders by dragging items to the header and showing zeros.

Use the quick search portlet to quickly narrow searches by category, like customers or sales orders, as an alternative to the global search. Set default search type to streamline workflows.

Learn how to set NetSuite preferences by role, including localization, internal IDs, list and dropdown limits, appearance and classic interface options, and enabling period-based analytics for reports.

Explore the employee center, an hr-like dashboard for logging hours, managing reminders, calendar events, tasks, and expense reports, with quick search and recent records for efficient workday navigation.

Log weekly hours in NetSuite time sheet via the employee center, assign hours to a customer or project, select service items, enter memos, copy from previous weeks, and save.

Record an expense report in the employee center by entering date, meals and entertainment, amount, memo, and attach receipts; then submit for approval and review the pending accounting summary.

Explore how the global search bar in NetSuite scans your entire instance, showing global results and current page results, and learn to narrow findings with preferences.

Master global searches with category filters using colon, wildcards, underscores, and exact-match options, and use Alt+G to toggle between global and current page results.

Navigate records by recognizing common patterns and using the header and navigation bar to access information, actions, lists, dashboards, and related records.

Master NetSuite activities, including tasks, phone calls, and events, from the home dashboard; create and log records, set dates and reminders, and use portlets and calendars to track them.

Create a new NetSuite customer record by choosing company, selecting a subsidiary, and entering currency and net 30 terms.

Manually create new cases in NetSuite to record phone conversations or customer emails, using configurable forms, setting subject, customer, priority, status, and notes.

Explore the NetSuite file cabinet to attach contracts, manage folders, search files, move or copy items, apply restrictions, and handle space limits with advanced add and download options.

Explore core process flows in NetSuite, including procure to pay, order to cash, and record to report, and see how these flows connect vendors, customers, and accounting.

Explore how lead to quote drives the sales pipeline in NetSuite, converting leads into prospects, opportunities, quotes, sales orders, and customers within the order to cash cycle.

Explore the end-to-end order to cash flow in NetSuite, from sales order and fulfillment to invoice and payment, including credit card authorization or capture and cash sales.

Demonstrates the order to cash flow in NetSuite, from creating a sales order and fulfillment to invoicing and receiving payment, using a paper supply example.

Explore the procure to pay process flow, mirroring order to cash from purchase orders to receipts, bills, and payments. Learn variations for services and utilities, including no-receipt paths, in NetSuite.

Navigate the procure to pay flow in NetSuite by creating a purchase order for ten ultra LED monitors, receiving them, generating a bill, and paying with a check.

Explore NetSuite classifications, including classes, departments, locations, and subsidiaries, with practical examples and the option to create custom segments for tailored product and expense tracking.

Take a step-by-step tour of accounting basics and how NetSuite's accounting functions work behind the scenes. Learn fundamentals that are simple and applicable to NetSuite tasks.

Discover the balance sheet, income statement, and cash flow statement, showing assets equal liabilities plus equity, performance over time, and cash flows across operating, investing, and financing activities.

Learn to set up and consolidate the chart of accounts in NetSuite with classes, departments, locations, and subsidiaries, and understand account numbers and the balance column.

Explore NetSuite reporting tools by comparing reports, save searches, and suite analytics, and learn how financial reports like trial balance, balance sheet, and income statements are used.

Explore how the income statement in NetSuite financial reports breaks down totals into transactions with interactive view detail, drill-down, and adjustable date, subsidiary, and column views.