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All About Inventory

Presentation slides are available below the video.

Cory Anderson of Eide Bailly and Margie Komninos of PlantScan Corporation (a manufacturing company) present on Inventory and Advanced Inventory functionality in NetSuite. Our main focus will be around physical inventory, however we will also briefly discuss non-physical inventory. The intended audiences are those new to NetSuite Inventory and those that have been using it, but want to understand some of the more complex areas of inventory associated with manufacturing. The list of planned topics includes:

  • Different Types of Inventory
  • Elements of an Item Record
  • Warehouse Locations
  • Importing and Exporting as it relates to Inventory
  • Inventory Management
  • Purchase Order to Payment Process
  • Drop Shipping and Special Order Inventory
  • Landed Cost
  • Assembly / Serialized Assembly Items
  • Useful Pages: Component where Used Inquiry, Order Items, Bill of Materials Inquiry, Review Negative Inventory
  • Work Orders and Assembly Builds
  • Planned vs Released Word Orders to Identify Shortages
  • Inventory Adjustments / Worksheets
All About Inventory Presentation – Part 1Download
All About Inventory – Part 2Download

NetSuite Month End Close, Bank Recs, and Allocations

Dana Larson with Eide Bailly goes over the month end close and bank reconciliations included in core NetSuite. She will also talk about the allocations functionality that is included in the Advanced Financials module.  Although we believe there are nuggets for everyone, the accounting team will find the most benefit from this discussion.

Presentation slides are available below the video

2019.07.17-month-end-close-bank-recs-and-allocationsDownload

NetSuite CRM and Sales Force Automation – 5/15/2019 Meeting

PowerPoints are available below the video.

In this month’s meeting, Cory Anderson shares exciting news he picked up at SuiteWorld. Margie Komninos with PlantScan gave an overview of the customer support management capabilities that are native in NetSuite. Then Dana Larson with Eide Bailly gave an overview of how to create leads, turn opportunities and estimates into sales orders and run forecasting reports. Since this is functionality that is already included in your NetSuite licensing (unless you have Financials Only), we think everyone can benefit from this discussion.

2019.05.15 RMNSUG CRM and SuiteWorld update – Meeting introDownload
2019.5.15 NS CRM Customer Support presentationDownload
2019.05.15-Leads to ForecastingDownload
2019.5.15 Step-by-Step Support Management Setup in NSDownload

NetSuite Advanced PDF and HTML Templates

In this month’s meeting, our board member, Mike Kachline with Vertafore, will walk us through what Netsuite “Advanced HTML and PDF templates” are, how they can be used, and how they are created. This presentation will be well suited for non-developers who want a better understanding of the kinds of business problems which can be solved using Advanced HTML/PDF templates. Since we will cover an example template, you will also get an idea of the “technical chops” needed to implement these.

Advanced PDF and HTML Templates Presentation SlidesDownload