Introduction to NetSuite

Who Should Attend:

• Members of a project team (Administrators, Developers) responsible for setting up and configuring the NetSuite application for end-users
• Power Users/Managers responsible for defining business requirements for the NetSuite application

Course Description:
This course presents new customers with a solid foundation to begin their implementation of the total NetSuite product. The course introduces attendees to the NetSuite application, with detailed discussions of core features and capabilities, using searches and reports, and creating dashboards to review and analyze their company's data. Key areas of focus include CRM, ERP and applying NetSuite standard controls and features to maximize your NetSuite account to run your business. Course materials include a Student Guide, Exercises for hands-on-practice, and access to a fully-populated demo account, so you can practice what you learn.

Course Objectives:
Upon completion of this course, you will be able to:

• Provide a broad overview of NetSuite's ERP and CRM products
• Navigate the NetSuite application and set up company preferences and dashboards
• Use Roles and Permissions to provide access to the NetSuite application
• Create, modify, import and export records
• Use common entities to set up a company structure
• Use standard features, functions, and process flows of NetSuite ERP and CRM products
• Use reports and saved searches to support business analysis and strategic decision making
• Introduce customization tools to extend the NetSuite application to meet specific business Requirements

Course Topics:

Getting Started/Basics
- Navigating the NetSuite Application
- NetSuite Users and Roles
- Understanding Entity Records
- Managing Your Activities and Calendar
- Setting Company Preferences
- Importing Data into the NetSuite Application (Import Assistant)
- Duplicate Detection and Merge
II. Introduction to ERP/Accounting
- General Accounting Setup
- Setting Up Items and Pricing
- Purchasing
- Accounts Payable
- Order Management
- Accounts Receivable
- Banking and General Ledger
III. Introduction to CRM
- Sales Force Automation (SFA)
- Marketing Automation
- Customer Service and Support
IV. Introduction to Data Management and Customization
- Using NetSuite Reports
- Using Saved Searches
- Mass Updates
- Customization Basics

Prerequisites: None

Duration: 4 days

Price: $3,200 USD

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