New NetSuite users/admins will find lots of value and even seasoned users should find many pearls in this presentation. Margie Komninos, a 15 year NetSuite user/admin veteran, will take you back to the basics on a whirlwind tour of NetSuite with stops for tips and tricks along the way.
Presentation slides are available below the video.
NetSuite Help – So Many Options
New Releases Tips
Lead to Case & Procure to Pay Overviews
Understanding Record types
The Power of Home Page Portlets
Set Preferences – Key Settings
Global Search Tips
NetSuite Saved Search Tips
NetSuite Reports Tips
Power of System Notes
Getting Data In/Out & Updated
Finding Waldo Tip
Permission Violations Trick
Easily send invoices to multiple emails
Other take-away goodies (more shortcuts and resources)
Don’t be scared off by what seems like a more technical topic! Workflows allow users to build scripts using a drag and drop interface so there is no coding. This will be a great introduction suitable for all users. Presentation slides available below the video.
This is the recording of the March 2018 Rocky Mountain NetSuite User Group meeting. Barry Erwin from NetSuite reviewed the 2018.1 release and then talked about managing employees in NetSuite. If you work in Human Resources or are responsible for any employee data this should be extra useful.
Presentation slides are available to download below the video.
Lisa Crouch, a member of the user group and the VP of Business Architecture at Cologix, Inc. will be showing off some of the great customizations they have done.
Consolidated Invoice User Interface – invoicing tool that consolidates the NS invoices for a single recurring bill each month Cologix Command – alarm management from an outside system, customer inventory from NetSuite, customer case notifications, and customer usage management to check for peak overages Customer Portal – inventory management, ordering pass through, case management, invoice history KPI charts – built for Sales and Operations Even if you don’t have use for these solutions in your operations, we are hoping that it will get your creative juices flowing for the great things that you can do in your environment!