Category: Tips & Tricks

All of the Tips & Tricks that have been presented at our meetings.

SuiteAnalytics – Datasets and Workbooks

This meeting focused on Suite Analytics Workbooks. Julien Le Bars from Oracle NetSuite discusses Workbook features such as Datasets, Table Views, Pivot Tables, Chart and Graphs and Dashboard Visualizations as well as presenting practical use cases. This meeting is designed for users of all levels.

SuiteAnalytics Meeting SlidesDownload
NetSuite Shortcuts Tips & Tricks 01/24/24Download

Supply Chain Process and Inventory Management

Sarah Muha of RSM US LLP presented on Supply Chain Process capabilities native to NetSuite. This meeting is intended to provide users already on NetSuite a foundational understanding of what features they can leverage within NetSuite to gain increased visibility and control to overall Supply Chain Process and Inventory Management processes. The presentation covers such key points such as basic sales driven demand, manufacturing activity and inventory management.

2022.10.16-tips-and-tricks-signatureDownload
supply-chain-and-inventory-managementDownload

Customizing NetSuite 2022

Cory Anderson of Cory Anderson Consulting presents Customizing NetSuite. He covers some of the basic and essential customizations possible in NetSuite as well as a few advanced topics. This meeting is designed for any NetSuite administrator or power user and will provide insight on how to customize NetSuite for your company’s users and business processes. Beginner and seasoned NetSuite users alike will find valuable takeaways to help them get the most out of NetSuite for their businesses. We will be covering, custom fields, custom lists, customizing forms (screen and printing options), and custom records. Margie Komninos of PlantScan Corporation will present Custom Segments in the Tips & Tricks section.”

Customizing NetSuite Presentation SlidesDownload
Tips and Tricks – Custom SegmentsDownload

NetSuite 101 – Back to Basics

Dana Larson from Dana Larson Consulting presented NetSuite 101 – Back to Basics. This meeting is a great meeting for folks who are new to NetSuite, as well as for those who have been using NetSuite for a while but could use a refresher on the basics. Even seasoned users might find pearls in this presentation!

Back to Basics Presentation SlidesDownload
Find the Saved Search That Sent an Email Tip and TrickDownload