Margie Komninos shared some tips and tricks about the new Copy to Account feature in NetSuite.
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NetSuite Modules, Free Bundles/SuiteApps, Free SuiteSolutions, and 2019.2 Release Highlights
In this month’s meeting, Chris McCarthy, a Solution Engineer with Eide Bailly, will be discussing and demonstrating the differences between modules, bundles/SuiteApps, and SuiteSolutions. He will describe the value that these options can bring to your company. The intended audiences are those looking to gain a better understanding of the differences between modules, bundles and SuiteSolutions, understand what each comes with, and the ramifications of implementing them.
Also, Cory Anderson will discuss some of the exciting updates that happened with NetSuite’s fall release 2019.2.
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
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
16 NetSuite Tips and Tricks
Presented by Marc Bastnagel from RSM
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.
NetSuite Tips and Tricks – May 2019
Tips included:
- Changing you login default role
- “Must have” hot keys
- Faster CSV Uploads
- Export Timed-Out Saved Searches to CSV
- Running Timed-Out Reports
- Did a File/Script change?
- Password Vault recommendation
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.
NetSuite 2019.1 Updates
Learn about some of the most important 2019.1 software release updates here:
NetSuite Marketing Automation
Presentation slides available at bottom of post
Our board president, Cory Anderson with AvidMax, will walk us 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. Any Netsuite user that would like to understand NetSuite’s powerful marketing functions and how they can put them to use to generate leads, customers, and sales. Only a basic understanding of marketing principles is necessary to be able to use the information presented.
Marketing Automation
-Lead Capture
-Subscription Management
-Preparing Email Campaigns
-Executing Campaigns
-Lead Nurturing Campaigns
-Campaign Analysis
-Alternative Options for Automated Marketing
