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.

Learn how to receive a purchase order in NetSuite by creating item receipts for inventory and non-inventory items, handling partial receipts, locations, and pending billing.

Learn how to create a vendor bill in NetSuite and verify it against purchase orders and item receipts. Understand how to handle vendor variances, approvals, and the general ledger impact.

Learn how to pay a vendor bill in NetSuite after purchase order 238 and two item receipts, including full or partial payments and GL impact.

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 a sales order by selecting a customer and items, set location and currency, and rely on prefilled customer data for efficient, non-posting transaction planning.

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.

Use NetSuite's make deposits to move payments from undeposited funds to the bank with a single deposit, ensuring accurate bank reconciliation for checks and online payments.