NetSuite Functional Ultimate Guide and Complete Course

Explore NetSuite's user interface, from the customizable home dashboard and center navigation to transactions, lists, reports, and setup, with role-based access and shortcuts.

Master the universal NetSuite search bar to quickly navigate records and pages, from sales orders to employee records, with prefix hints.

Explore the NetSuite help section to access the documentation center, learn basics, navigate sales orders, and stay current with new versions and updates.

Explore how NetSuite uses item lines on transactions, including description, discount, and subtotal lines, and distinguish inventory from non-inventory items. Learn about lot numbered and serialized items and their traceability.

Explains NetSuite non-inventory items, with for purchase, for sale, and for resale options, using nails, screws, and bubble wrap as examples and where they appear on purchase orders.

Learn how item groups bundle multiple products into a single group that derives value from its components. Set a specific price for the bundle with kits.

Enable matrix items in NetSuite to automatically generate all colors and sizes variations of an item, such as a t shirt, cars, or laptops.

Master the procure to pay cycle from vendor procurement to payment, covering purchase orders, item receipts, bills, and vendor payments, with optional returns and credits.

Create and manage vendor profiles in NetSuite, including terms, currency, addresses, and subsidiaries to streamline purchase orders, bills, and three-way matching.

Create a purchase order in NetSuite by selecting a vendor, adding items with correct quantities and rates, and emailing a PDF PO using templates.

Explore the order to cash cycle in NetSuite, from sales orders and item fulfillments to invoicing, customer payments, returns, and credits, with customer profiles and optional paths.

Create and edit customer profiles in NetSuite, auto-populating transactions with terms, addresses, currencies, and custom fields, then access a 360 view, dashboard, and rapid transaction actions.

Create an item fulfillment from a sales order, manage committed quantities at a chosen location, and ship products while tracking pick, pack, ship stages and GL impact on COGS.

Learn how to create an invoice from a sales order in NetSuite, or generate an invoice directly, and how invoice details source from the sales order to finalize billing.

Learn how to record a customer payment against an invoice in NetSuite, apply the payment (or credits) and distinguish undeposited from deposited funds for accurate GL impact and accounts receivable.