NetSuite Basics Course

Name: NetSuite Basics Course
Rating: 4.4 (318 reviews)

Created bySuite Cris

Last updated 7/2024

English

English [Auto],

What you'll learn

How to navigate NetSuite
How to navigate records in NetSuite
How to utilize reports in NetSuite
How to log in to NetSuite

Course content

1 section • 8 lectures • 58m total length

Introduction2:08
Explore NetSuite basics, an Oracle ERP platform, for brand-new users. Learn to log in, navigate setup and user settings, and use reporting tools within the relational database.
Login6:23
Log in to NetSuite using a temporary password or admin email link, then set a new password and answer security questions. Enable two-factor authentication with an authenticator app.
Home Dashboard8:06
Learn how the home dashboard in NetSuite acts as a role-based command center with portlets, reminders, tiles, and KPIs, which you customize to optimize navigation and reporting.
Global Search Bar5:56
Learn how the NetSuite global search bar searches the entire system or the current page, using filters, wildcards, and exact quotes to refine results and navigate to tools.
Record Navigation7:48
Navigate NetSuite records with a unified pattern across invoices, sales orders, and customer records, using the header, sub tab bar, and sub lists, plus field level help.
Reporting Tools18:11
NetSuite offers three reporting tools—reports, save searches, and Suite Analytics (Sweet Analytics)—each with distinct strengths for data exploration and visualization. Use them for off-the-shelf reports, customized searches, and interactive dashboards.
Set Preferences9:45
Explore set preferences in NetSuite to tailor your user experience for your current role, adjusting the from email address, appearance, localization, printing, analytics, and search options, and note tradeoffs.
Course Close0:37
Celebrate completing the NetSuite basics course and explore deeper NetSuite concepts and roles, from administrators to inventory managers, accountants, and sales reps, through the Super Suite YouTube channel.

Requirements

No prior NetSuite knowledge required.
You do not need existing business knowledge or programming skill to to do this course. It is a completely entry level course.

Description

NetSuite is a powerful ERP system that is the leading brand amongst small to mid-sized organizations around the world. In this introductory course, I teach the absolute basics of NetSuite. It is intended for brand new users who have zero experience with NetSuite or similar ERPs. I will teach you how to log in to NetSuite for the first time, navigate the Home Dashboard, use the Global Search bar, navigate basic NetSuite records, access key reporting tools, and set your account preferences. Also of this is done in bite-sized videos that make up 1 hour of total content.

Once you've gone through this tutorial course introducing you to NetSuite, you'll be prepared for my NetSuite Fundamentals Course, where I dive into much greater detail on how to utilize key tools in NetSuite. This course also serves as a taste of how I teach and the quality that goes into all my courses. Once you have completed this course and my NetSuite Fundamentals Course, you’ll be prepared to move on to my SuiteFoundation Certification Course where I prepare you to pass the SuiteFoundation exam and attain your first NetSuite certification. This is a valuable first step in becoming a professional NetSuite Administrator or consultant.

If you have at least a high school level understanding of business and systems, you will have no problem taking this course. There are no other requirements.

Specific Software: Oracle NetSuitie ERP

Additional Materials: None

Who this course is for:

Absolute NetSuite beginners