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
Importing and Exporting as it relates to Inventory
Purchase Order to Payment Process
Drop Shipping and Special Order Inventory
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
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.
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.
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