
Learn how to log into NetSuite and navigate the setup, including managing the file cabinet with templates, installing bundles, enabling features, and configuring subsidiaries, departments, locations, and classes for reporting.
Explore how to enable features and navigate NetSuite, including single-page vs collapsed views, modules like company accounting, items, employees, analytics, multi-subsidiary setups, advanced numbering, currencies, and duplicate detection.
NetSuite implementation follows four stages—engage, drive, enable, convert—driven by kickoff and data migration templates, covering design to build, procure to pay, order to cash, and record to report.
Learn how to navigate NetSuite as an administrator, switch between roles, customize dashboards with portlets and shortcuts, use global search and help center, and set user preferences.
Enable features and set up accounting preferences in NetSuite, then configure company information and classifications. Manage subsidiaries, multi subsidiary customers, and duplicate detection criteria to prevent duplicates.
Explore how to enable shipping and receiving in NetSuite, including pick, pack, and ship stages, and configure key accounting preferences, dropship and special orders, and multi-location inventory.
Explore consolidated payments within NetSuite, enabling parent-level payments for multi-subsidiary customers, understand in-transit payments, vendor prepayments, and the role of intercompany and procure-to-pay features.
Master NetSuite customization by configuring forms, fields, lists, and workflows. Create and apply custom body, transaction, item, and entity fields; tailor reports and CSV imports; manage purchase orders and bills.
Explore items and inventory in NetSuite, including dropship and special orders, matrix items, BOM, assembly, serialization, lot tracking, landed cost, multi-location, and CRM from leads to opportunities and cases.
Learn how case field rules and sales preferences automate support case routing, territory groups, and lead-to-quote workflows, while managing vendor returns, credits, and sales orders in NetSuite.
Explore how reversal journal entries close accounting periods, set posting rules, manage credit limits, and configure item accounts, pricing, bins, landed costs, and order management in NetSuite.
Learn to configure NetSuite intercompany management with automated processes, elimination subsidiaries, and representing vendors and customers, using advanced intercompany journal entries or intercompany purchase and sales orders.
Explore how fixed assets management works in NetSuite, including asset types, accounts setup, depreciation methods, and CSV import workflows to track asset lifetime and net book value.
Explore how NetSuite automates U.S. taxes through nexus setup and bundle installation, and master the data migration of subsidiaries, classes, locations, departments, chart of accounts, vendors, customers, and items.
Learn to manage subsidiaries in NetSuite, set three-way match tolerances at subsidiary, vendor, and item levels, configure departments, locations, classes, and master data via CSV imports and saved searches.
Master data and open transactions migration into NetSuite via CSV imports, using template-driven mappings for vendors, customers, chart of accounts, subsidiaries, and other master records.
Explore creating custom fields in NetSuite through customize form and transaction body fields, applying them to purchase orders, sales orders, and other transactions with lists and multi-select options.
Learn how to set up taxes in NetSuite, including creating nexuses for United States states, generating tax codes via state tax tables, and managing tax types, tax accounts, and codes.
Learn the lead to court workflow in NetSuite, from online customer forms to automatic lead creation, case rules, and escalation in a dynamic support process.
Learn how marketing campaigns and ROI drive lead conversion in NetSuite, with customizable reports and role-based access that govern marketing preferences and lead forms.
Learn three lead creation methods in NetSuite—online forms, direct entry, and CSV import—and how leads convert to prospects and customers through opportunities, quotations, and orders.
Explore inventory and non-inventory item types, including resale and service items, and configure accounting preferences to streamline purchasing with purchase orders and price levels.
Master purchase and sales workflows in NetSuite: create locations, process orders and receipts, fulfill items, and manage invoices, refunds, returns, income statements, and fixed assets bundle installation.
Learn to create and manage internal, resale, and manufacturing purchase orders and contracts, apply vendor pricing, track landed costs, and process receipts, bills, and payments in NetSuite.
Explore blanket purchase orders and vendor return authorizations, including item receipts, returns, vendor credits, and auto-generated schedules, linking purchases to the GL impact and reports.
Explore the sales cycle from opportunities and quotations to sales orders, including dropship and standard fulfillment, inventory, price levels and pricing, and the resulting revenue and accounts receivable impacts.
This course offers a comprehensive introduction to NetSuite, suitable for beginners with no prior experience. You'll gain a strong foundation in Enterprise Resource Planning (ERP) and accounting fundamentals, all within the context of NetSuite.
Take your NetSuite expertise to the next level with this in-depth course. Whether you're new to NetSuite or looking to refresh your knowledge, this course covers a wider range of topics compared to the first option.
This course empowers you to master Oracle NetSuite, a leading cloud-based business management software (SaaS) solution. NetSuite offers a comprehensive suite of tools encompassing:
Accounting & Finance: Streamline financial processes, manage accounts, and generate reports.
Enterprise Resource Planning (ERP): Gain control and visibility over core business functions.
Customer Relationship Management (CRM): Enhance customer interactions and manage sales pipelines.
Ecommerce: Run an online store and manage your ecommerce operations.
This course is designed for beginners who want to learn the fundamentals of NetSuite as a functional user or consultant. It covers a comprehensive range of topics, including:
The basics of ERP (Enterprise Resource Planning) and accounting principles
An introduction to NetSuite's core functionalities
Hands-on experience with navigating the NetSuite interface
In-depth exploration of key modules like Sales & Order Management, Inventory Management, Financials, and more
Comprehensive coverage of accounting principles relevant to NetSuite
Advanced training on various NetSuite functionalities
Prepares you for a potential career as a NetSuite consultant