Learn Netsuite in 10 days

Learn how to set up and configure a NetSuite account, including company information, logos, addresses, first fiscal month, and account ID, with guidance on help resources for multi-entity setups.

Enable NetSuite features only after gathering client requirements, via the enable features page across modules, and note classifications and customizations; some features cannot be disabled once activated.

Configure NetSuite accounting preferences to set defaults for account numbers, cash-basis reporting, aging by due date, accounts receivable and payable settings, and approval workflows for consistent financial reporting.

Learn to configure NetSuite auto generated numbers for entities and documents with prefixes, minimum digits, and override options, and rename records to match client terminology.

Learn to set up subsidiaries with parent-child hierarchies in NetSuite, then create departments, classes, and locations, including one world accounts and single-subsidiary ownership rules.

Create a chart of accounts in NetSuite, assign GL codes to transactions and enable correct balance impact on reports, including bank and expense accounts, via csv bulk import.

Learn how to create and balance a journal entry in NetSuite, including header and lines, mandatory fields, approvals, and reversing entries, with base currency posting.

Learn netsuite’s memorize journal entry feature to auto post recurring transactions using templates, with automatic, reminder options, and set frequency, dates, and remaining periods.

Learn to use NetSuite financial reports, like income statements and balance sheets, with flexible period, subsidiary, and dimension filters and drill-down to source transactions.

Learn NetSuite in 10 days to master bank deposits, bank transfers, and write checks by recording payments and receipts with proper debit and credit entries.

Learn how to perform bank reconciliation in NetSuite by matching bank statements with recorded transactions, adding on-the-fly charges or deposits, and generating reconciliation reports.

Explore NetSuite budgets: set up fiscal year budgets by subsidiary, category, department, class, and location, then compare budget to actuals via the budget vs actual report.

Explore NetSuite item types—inventory, non-inventory, and service items—along with item creation, pricing levels, subsidiaries, and critical accounting and costing settings for inventory management.

Explore non inventory items in NetSuite: purchase, sale, and resale types, and learn how each affects transactions, pricing tabs, and related accounting fields.

Explore inventory adjustments to align physical stock with system stock, recording GL impact by debiting inventory asset and crediting expense for quantity increases or decreases.

Learn to create and manage inventory transfer orders in NetSuite, including intra-subsidiary and intercompany transfers, with steps to approve, fulfill, and receive goods from one location to another.

Learn netsuite inventory reporting, including inventory snapshot and valuation, track on-hand and in-transit stock, locate damaged goods by location, and apply discounted pricing.

Create a vendor master record, export vendor lists to Excel or CSV, and complete key fields such as type, name, currency, terms, contact, and addresses for transactions and cross-subsidiary sharing.

Create a purchase order in NetSuite by selecting the vendor, entering item quantities and rates, approving the PO, then print or email the PO to the vendor.

After goods arrive, use the item receipt to verify quantities against purchase order, record full or partial receipts, and reflect GL impact by debiting inventory asset and crediting accrued expenses.

Convert a purchase order to a vendor bill within p2p process, with auto-filled data and only the invoice number needed for approval and posting to accounts payable and accrued expenses.

Master the procure-to-pay cycle in Netsuite: from creating vendor bills to making payments, selecting bank accounts, handling approvals, and posting payments to reduce accounts payable.

Learn to manage vendor credits in NetSuite by processing returns, generating vendor credit memos, and applying credits to future invoices. Differentiate service vs physical goods scenarios.

Discover netsuite procurement-vendor reports and purchase insights, including purchase by vendor, open purchase orders, and payables and AP registers to track due dates across subsidiaries.

Create and manage customers in NetSuite by recording company or individual records, linking parent and subsidiary relationships, adding contacts and addresses, and setting financial, sales, and tax details.

Walks through creating a standard sales order in NetSuite, selecting a customer, configuring pricing, tax, shipping, and billing details, and reviewing status, fulfillment readiness, and gross profit.

Learn how to fulfill sales orders through item fulfillment, covering picking, packing, and shipping, with status updates, packing details, tracking numbers, and partial shipments.

Convert a sales order into a customer invoice with fields auto populated from the order. Handle partial invoicing, approvals, emailing, and accounting entries (accounts receivable debit, revenue credit).

Record a customer payment against the invoice, select the bank account, apply any credits, and save the payment to debit the bank and credit accounts receivable, closing the invoice.

Explore the order to cash process for customer returns, from authorize return and receiving goods for restock, to issuing credit memos or refunds and applying credits to future invoices.

Learn how cash sale in NetSuite handles walk-in customers as a single short transaction, recording cash or bank receipts, revenue, tax, and inventory and cost of goods sold adjustments.

Explore NetSuite's order and customer reports, including open sales orders, fulfillment, back orders, return authorizations, customer profitability, and air aging and air register for accounts receivable.

Explore how to create and manage leads in NetSuite, including lead status, subsidiary, contact details, communication tasks, and converting leads to customers for sales pipeline visibility.

Create quotes from leads in Netsuite, set expiry and status, manage probability and forecast revenue, add items and discounts, and close as lost or convert to a sales order.

Convert quotes to sales orders within the order-to-cash cycle, with crm guiding from lead to quote to order and later to invoice and payment.

Create and manage customer cases in NetSuite, from capturing a complaint and assigning a support rep to tracking status, emailing updates, and closing or reopening cases.

Explore how to escalate unresolved cases to internal management, assign ownership, and trigger email notifications, while handling refunds, returns, and case merges in NetSuite.

Explore NetSuite dashboards and analytics by creating basic saved searches to target US customers in Illinois, compare reports, and publish actionable insights with filters, highlighting, and email alerts.

Create, publish, and personalize NetSuite dashboards by using save searches, dashboard portraits, and reminders. Customize layout, KPIs, and subsidiary views, then publish to roles with controlled access.

Learn how to use NetSuite audit trails and logs to track every transaction, filter by user or action, export data, and conduct internal investigations with system notes.

Learn netsuite in 10 days teaches administrators to manage administrative, billing, legal, scheduled maintenance, and service release notifications, set recipients, and require read and accept confirmation.

Review login audits in NetSuite to see who logged in, from which IP, and if it succeeded. Filter by user, date, or IP, and respond to security challenges and activity.