NetSuite Fundamentals

Learn the fundamentals of how NetSuite works, from Order to Cash, to Procure to Pay, reporting, activities, and items.

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Course curriculum

1. Course Introduction
1. Logging In - Temporary Password
2. Logging In - Emailed Link
3. Changing Login Details
4. Two-Factor Authentication
1. Home Dashboard Overview
2. Role-Specific Dashboards
3. Customizing the Dashboard
4. Customizing Portlets
5. Reminders Portlet
6. Quick Search Portlet
7. Setting User Preferences
1. Employee Center Overview
2. Time Sheet Logging
3. Expense Reports
1. Global Searches Overview
2. Global Search Tips & Tricks
1. Navigating Records
2. Managing Activities
3. Creating New Customers
4. Creating New Cases
5. File Cabinet
1. Process Flows Overview
2. Lead to Quote
3. Order to Cash Process Flow
4. Order to Cash Example
5. Procure to Pay Process Flow
6. Procure to Pay Example
1. Classifications Overview
1. Accounting Basics Introduction
2. Key Financial Statements
3. Chart of Accounts Overview
1. Reports Overview
2. Reporting Features
1. Saved Searches Overview
2. Basic Saved Search
3. Saved Search Portlet
4. Saved Searches - Audiences
5. Saved Searches - Emails
1. Email Templates
2. Sending Emails
3. SuperSync Email for Outlook
1. Items Types
1. Help Overview & Help Center
2. SuiteAnswers
3. Field Level Help
4. Additional Help Resources
1. Course Close
2. NetSuite Glossary

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