Best Netsuite Course for Novices and Professionals

NetSuite is a cloud-based ERP for mid-market, offering One World with multiple subsidiaries, base currencies, and real-time consolidation across modules like financials, CRM, and manufacturing.

Navigate NetSuite help and the help center to search topics, view field IDs and guidance for standard and custom fields, and learn shortcuts and dashboards.

Personalize your NetSuite dashboard by dragging portals, calendars, analytics, and custom searches to fit your role. Learn to adjust layout and publish dashboards for shared use.

Configure activities and calendar reminders, set alerts and html links, restrict data to a single subsidiary with the subsidiary navigator, and explore user preferences and languages.

Set preferences in NetSuite to tailor your experience: adjust general user settings, language, emails, time zones, appearance, and session behavior, and explore suite apps and map-based address features.

Explore how to manage subsidiaries in NetSuite using a parent-child structure, set up multiple subsidiaries under One World, assign unique base currencies, and consolidate financials across regions.

Explore departments and classifications across multiple subsidiaries, establishing parent-child relations and selecting specific subsidiaries, while renaming records and transactions such as customers to clients and invoices to customer invoices.

Explore NetSuite accounting and advanced financials, including expense allocations, revenue recognition, amortization, and intercompany workflows, with options like advanced revenue management and multiple budgets.

Understand the chart of accounts as the backbone of the ERP and general ledger, detailing account types, parent-child structures, and currency-bound bank accounts for each subsidiary.

Create and manage the employee list in NetSuite, assign subordinates and supervisors, and configure commission rules along with roles, access, and locations.

Define customers and vendors as entities and share them across multiple subsidiaries, configuring their financials, currencies, terms, and contacts in NetSuite.

Discover how to use NetSuite file cabinet for document storage, folders, and attachments, with ten GB capacity and box integration. Learn duplicate detection and merge, and IP address rules.

Explore NetSuite item types, including inventory, lot and serialized, assembly with bill of materials, non-inventory and service items, price levels, units, and basic item records.

Locations are subsidiary-specific branches, such as Tata Motors in Pune or Tata Tea in Mumbai. Departments and classes can be shared across subsidiaries, while locations cannot and can store inventory.

Explore enabling features and accounting preferences in NetSuite, including multiple units of measure, deletion reasons, and multi subsidiary customers with the consolidated feature.

Master the procure-to-pay workflow by creating purchase orders, receiving goods, and processing vendor bills and payments. Explore optional approvals and advanced procurement features like requisitions and blanket purchase orders.

Learn resource management, multi currency settings, and currency exchange rate integration with forex providers Signet and Refinitiv. See inline editing on lists, editing fields directly with the pencil icon.

Explore the order-to-cash process: from estimate to sales order, fulfillment, invoice, and payment, and see how these steps post to inventory, accounts receivable, and cash.

Enable advanced taxes and review international tax reports, VAT, GST, and withholding tax for subsidiaries, while tax audit files and suite updates shape upcoming sessions.

Explore NetSuite transactions, including estimates, quotes, sales orders, return authorizations, and purchase orders, with optional advanced procurement, approvals, warranties, and multi-pricing, discounts, promotions, and deposits.

Learn how vendor return authorizations and customer return authorizations streamline returns, auto-populate data from sales orders, adjust quantities, process item receipts, and impact inventory and accounts receivable.

Explore shipping and receiving workflows in NetSuite, including automatic location assignment for multi-location orders, store pickup, shipping labels, and barcodes, and dropship items.

Learn to set up payroll and commissions, CRM and marketing automation in NetSuite. Configure timesheets, approvals, lead conversions, and case management workflows.

Learn how NetSuite marketing features enable online forms and a web store, with upsell and cross-sell strategies. Discover partner access, dashboards, analytics, and Suite Cloud Development Framework for customization.

Learn accounts receivable preferences, from posting periods and closed periods to credit limits and statements, and how top-level customers, intercompany rules, and default accounts map to transactions.

Explore how to configure quantity-based pricing with multiple levels, apply landed costs, and choose costing methods: average, FIFO, LIFO, or standard costing in inventory scenarios.

Understand costing methods in NetSuite—average, FIFO, LIFO, and standard costing—and how they affect item costs and variance. Configure default cost categories, payments, invoice numbers, and bank reconciliation preferences.

Configure accounting preferences after enabling features, covering account numbers, aging, cash basis reporting, reversal journals, and posting period controls across general item and transactions, time and expense, and approval routing.

Configure item fulfillment and invoicing preferences in NetSuite, including overage, by-location fulfillment, email confirmations, and how discounts and billing schedules are handled.

Explore how dropship and special order items trigger automatic purchase orders, configure email or fax notifications, and manage supplier limits, quantities, and landed costs in NetSuite.

Navigate project management and time tracking settings in NetSuite, configuring time versus expense entry, approvals, billable expenses, and custom workflows to control approval routing and notifications.

Explore invoicing and inventory preferences in NetSuite, including subtotals on invoices, grouping billable items, and safe stock defaults defined at the item level.

Learn how to manage sales orders, commitments, and fulfillment workflows in NetSuite, including default locations, available versus committed quantities, and printing picking and packing slips.

Learn to customize NetSuite via the user interface by creating custom lists, fields, and records, defining transaction and entity fields, and configuring forms, segments, and columns.

Learn to create and configure a custom segment and custom records in NetSuite, defining fields, subtypes, forms, permissions, and search visibility with attachments, notes, and links.

Customize NetSuite forms by converting standard transaction or entity forms into custom forms, adjusting fields, templates, and print settings, including preferred forms and subtypes like shipping and billing.

Master screen field customization on NetSuite forms, moving fields between sections, controlling visibility, mandatory status, display types, and labels; configure field groups, sublists, actions, and linking to transactions.

Explore role customization in NetSuite by tailoring standard rules and access, using customize to assign permissions, employee restrictions, and subsidiary controls, with options for single sign-on and two-factor authentication.

Learn to configure role-based permissions in NetSuite, assigning access to transactions, reports, lists, setup, and custom records, selecting preferred forms, and applying two-factor authentication with audit trails.

Explore how NetSuite reports and saved searches reveal financial and transactional insights, customize layouts and columns for financial reports, and schedule, export, or email insights across subsidiaries and periods.

Master NetSuite workflows by creating from scratch or templates, defining states, transitions, and actions to automate approvals with event-based or scheduled triggers.

Master csv import in NetSuite with the CSP workflow: create csvs, map fields, choose record types, run imports, handle updates via internal IDs, and save reusable mappings.