Category: Meetings

The video recording, slides, and handouts from all past meetings.

Inventory Round-Table

This meeting will be a round-table troubleshooting, best practices, and problem solving session focusing on inventory issues. Come armed with your questions, problems, and your knowledge with managing your inventory in NetSuite. In this group session, we will try to help you find a solution and provide best practices. We’re e not guaranteeing solutions, but we will definitely do our best. And while you’re there, you can help other members with their issues and learn from those discussions! Past board member, Steve Cramer of Eide Bailly, and current board member, Margie Komninos of PlantScan, have each been using NetSuite Inventory for over 10 years — including many of the topics listed below

  • Assembly Build/Unbuilds
  • Assembly Item Records and Bill of Materials
  • BOM/Component Where Used Inquiry
  • Work Orders
  • Bin Management
  • Serialized Inventory vs. Non-Serialized Inventory
  • Inventory counting
  • Inventory Adjustments, Inventory Worksheets
  • Inventory Transfers
  • Landed Cost
  • Multiple Location Inventory
  • Multiple Units of Measure
  • Reorder Point

As this was prior to recording meetings and it was a round-table there is not a slide deck. However, there are meeting notes. Please download meeting notes below.

2015.7.22 Meeting Notes Inventory Round Table meeting notesDownload

FloDocs/Strongpoint – Automated Customization Documentation

Mark Walker of Strongpoint (previously FloDocs) will be flying in from Canada to present to our group.  Strongpoint/FLODocs™is the leading documentation and customization management tool for NetSuite. Strongpoint/FLODocs™ automatically documents customizations in your account. The unique tools enable you to understand the customizations in your account and to develop easy to understand process documents right in NetSuite.

  • Introduction – Why do we need automated documentation?
  • How it works  – Set it up and forget it.
  • Cleaning up your account – how to identify and remove unused customizations.
  • Change Management -Find out what is going to break before you change it.
  • Compliance – being ready for auditors.
  • Process Documentation – less is more and more achievable.
2015.5.20 Introduction to FLODocs – CustomerDownload
2015.5.20 FLODocs Demo Slides v2Download

Advanced PDF/HTML Templates

We are pleased to have Daniel Matyas present. He is the NetSuite product manager for Advanced Printing (Advanced PDF/HTML) .  Although part of this sounds very technical, we believe that everyone can benefit from this discussion.

  • Feature Introduction – goal of advanced printing; feature activation; customization of standard templates
  • Main Screen – properties dialog
  • Printing Template Editor – new element & styles tabs; standard elements & interactions; interactive tabs; field drag & drop, UI Freemarker interactions; header/footer, table insert/remove/edit; adding new fields, field selector; Freemarker syntax
  • Source Code Editor – iteration over sublist items
  • Printing from SuiteScript – data source creation; load template from file cabinet; create PDF as downloadable
  • Unsupported Functionality
2015.3.18 Advanced Printing Presentation_CUGDownload

As this was prior to recording meetings, please download meeting notes below.

2015.03.18 Meeting Notes Advanced PDF-HTML TemplatesDownload

NetSuite Marketing Automation – Email Marketing

We will walk all the way through the NetSuite Marketing Automation system starting with capturing a lead, marketing to leads, and then analyzing a marketing campaign. This meeting will be focused around email marketing, but will give a general understanding of NetSuite campaigns that can be applied to other campaign types.

  • Marketing Automation
  • Lead Capture
  • Subscription Management
  • Preparing Email Campaigns
  • Executing Campaigns
  • Lead Nurturing Campaigns
  • Campaign Analysis
  • Campaign Assistant – Wizard-based
2015.1.21 Email Marketing AutomationDownload

As this was prior to recording meetings, please download meeting notes below.

2015.1.21-meeting-notes-marketing-automationDownload