Tag: netsuite user group

NetSuite Advanced PDF/HTML Templates

Pierce Blodgett from Stratos ERP Partners will be discussing NetSuite’s Advanced PDF/HTML Templates module — a powerful tool used to customize printed and emailed transaction forms like invoices, purchase orders, and statements. We’ll walk through the core concepts behind customizing templates using HTML, CSS, FreeMarker syntax, and NetSuite record fields. Whether you’re just starting with Advanced Templates or looking to improve your current implementations, this session will offer actionable insights and best practices.

If you’re responsible for NetSuite forms, customer communications, or want to give your business documents a professional, branded look, this meeting will be especially valuable.

Advanced PDF Templates SlidesDownload

Scripting for Non-Scripters 2024

Mike Kachline, Vertafore, will presents “Scripting for Non-Scripters.” In this meeting, we will cover the basics about NetSuite SuiteScript, with the intent of empowering admins, accountants and executives with essential knowledge about what scripts can do, and how those are managed, within a NetSuite system. This is NOT an “intro to writing code”, but instead, a deep dive into the “what” and “why” of scripting in NetSuite.

Topics covered in this presentation:

  • What is “SuiteScript”?
  • How are NetSuite scripts typically used?
  • Where are scripts found? (What scripts are installed?)
  • Which scripts are running?
  • How to disable/enable scripts.
  • Finding and viewing script logs
  • Monitoring script performance metrics.
Netsuite Scripting for Non-Scripters 2024Download

NetSuite – Back to Basics

Dana Larson from Dana Larson Consulting will be presenting NetSuite: Back to Basics. Topics covered will include:

  • General Navigation
  • Reminders
  • Preferences
  • Global Search
  • How to get Help
  • Lists
  • In-line editing
  • Print Checks and Forms
  • Overview on reporting options
    • Reports, Searches and Workbooks and when which option is better
    • Exporting results
    • Emailing reports on a schedule
    • Setting a default “detailed” report
  • Export GL impact
  • CSV Imports
  • Popular Add Ins
  • This presentation/course is appropriate for all levels NetSuite users.
NetSuite Back to Basics 7.17.24Download

How To Be a Great NetSuite Administrator

Audrey Gruidl and Brian Schmidt from Bridgepoint Consulting will be presenting on the topics of:

  • Maximizing your investment of NetSuite through the Administrator function
  • Understanding the Role of a NetSuite Administrator
  • Key Functions and Best Practices
  • Troubleshooting and Issue Resolution
  • Continuous learning and professional development
  • This presentation/course is appropriate for all NetSuite users, but will be of most use to users who have a NetSuite Administrator role
rmnsug-how-to-be-a-great-admin-march-2024-trainingDownload
03-20-24-2024-1-release-highlightsDownload

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

Project Management

Gerry Dewil and Ali Omac, Solution Specialists at NetSuite’s Demo organization, presented the Project Management business flow. They reviewed NetSuite Project records from a Services and Products angle, covering topics such as base Project Management, SuiteProjects and add-ons like Project 360, the Purchase to Project SuiteApp, and the Project Classification SuiteApp. They also explained supplementary bundles like Resource Allocations and Skill Sets.

Project Management SlidesDownload

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 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

NetSuite Marketing Automation SetupDownload
2019 NetSuite Marketing Automation Presentation SlidesDownload
Modern online lead form htmlDownload