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 1 877 NETSUITE
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NetSuite is excited to provide our customers with a free eLearning training portal where you can access our library of eLearning modules 24 hours a day, 7 days a week! These modules are designed to provide an introductory learning environment for NetSuite ERP, CRM, and eCommerce functionality.
NetSuite eLearning is available to the public through NetSuite University and provides a simple and effective way for you to learn at your own pace and on your own schedule. Take a NetSuite eLearning training module to improve your product skills or learn application functionality.
Simply click on the Watch Now link to launch one of the NetSuite eLearning training modules. Be sure to check back often as new NetSuite eLearning training modules will be added regularly.
For a complete listing of all NetSuite training offerings available, click here.
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Getting Started |
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Log into NetSuite
Length: 4 Minutes, 29 Seconds
Welcome to NetSuite. As a new user you must be anxious to 'Get Started' with using your NetSuite account. All users will log into NetSuite from the NetSuite Customer Login page.
In this training module, we will:
- Demonstrate how to Log into your NetSuite account;
- Demonstrate how to set your Security Questions for Forgotten Password retrieval;
- Demonstrate how to set you Default Role in NetSuite;
- Demonstrate how to Change your Password in your NetSuite account; and
- Demonstrate how to Re-set your Forgotten Password.
Getting Help in NetSuite
Length: 9 Minutes, 7 Seconds
NetSuite is a very powerful application with a rich set of features to help you manage your business. Whether you are a brand new user or someone with experience using NetSuite, there will be times that you may need help.
NetSuite provides a number of help options including On-line Help, User Guides, Quick Looks, and Training offerings; all accessible from the NetSuite Help Center.
In addition, you can access Context Sensitive Help and Field Level Help from within your NetSuite account.
There is also a large NetSuite Community; other organizations using NetSuite who contribute and share information on the NetSuite User Group.
In this training module, we will:
- Demonstrate how to access the NetSuite Help Center;
- Review the various components in the NetSuite Help Center including the On-Line Help, Quick Looks, User Guides, and Training;
- Demonstrate how to Search the NetSuite Help Center and view the help content from the search results;
- Demonstrate the Context Sensitive Help and Field Level Help options; and
- Review the NetSuite Support Options available to NetSuite customers
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Finding Your Records
Length: 6 Minutes, 26 Seconds
NetSuite provides a number of different ways to search for records and content in your account including the Global Search, the Quick Search and Search Form Portlets, the Record Search, and the Simple and Advanced Search.
The Global Search is typically the first type of search most users use in NetSuite and will be the focus of this training.
In this training module, we will:
- Demonstrate how to use the Global Search feature in NetSuite.
Working with Lists
Length: 12 Minutes, 48 Seconds
Using NetSuite, you will certainly work with lists of records. NetSuite stores much of your information in a list format allowing you to easily view, edit, and access the information you need quickly and efficiently.
Leads, prospects, customers, contacts, tasks, phone calls, events — even the items you sell are all stored in list format.
Although we will demonstrate how to access some of the key lists in NetSuite, the focus will be on the Contacts list. All of the concepts you learn and that are demonstrated on the contacts list are also applicable to all other lists in NetSuite.
You will not only learn how to access these lists, but you will also learn how to filter your list view, how to export a list to a CSV file or MS-Excel, and how to be more productive while working with lists using the direct list editing feature in your account.
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Sales Representatives |
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Lead-to-Customer Life-cycle
Length: 14 Minutes, 5 Seconds
As a Sales Representative, it is important that you understand the Lead to Customer life-cycle; in other words, how you will work with leads that are assigned to you to convert them into prospects, and eventually customers.
Every sales organization has a unique sales process for lead management, opportunity management, and customer relationship management.
NetSuite provides the flexibility to configure your account to meet these unique business processes and enable you to track each stage independently throughout the Customer Life-cycle. As the lead-to-prospect conversion and prospect-to-customer conversion occurs, your sales forecast reports are maintained so you can consistently measure your sales targets.
In this training module, we will:
- Discuss how leads are generated and entered into your NetSuite account;
- Discuss how leads can automatically be assigned to Sales Representatives using Sales Rules and Territories or manually assigned by your Sales Manager;
- Introduce the Lead to Customer Life-cycle including the Lead Stage, the Prospect Stage, and the Customer Stage while maintaining your Sales Forecast reports;
- Discuss the various Record Statuses used to track the Lead-to-Prospect and Prospect-to-Customer conversions; and
- Discuss the various Probability Values associated to each Record Stage that helps you better analyze the Lead to Customer conversion rates.
Working with Leads
Length: 23 Minutes, 17 Seconds
As a Sales Representative, you are responsible for working with the leads that have been assigned to you or you have created in your account yourself. It is your role to initially contact these leads, develop relationships within, and to begin qualifying these leads as potential prospects who have expressed interest in your products and services.
The Lead Management workflow involves many phone calls, and activities that cultivates a relationship between you and your leads that you are working. NetSuite supports the Lead Management process by allowing you to capture all contacts and activities directly on the Lead record. These contacts and activities will remain accessible not only during the Lead Management process but through the entire Lead to Customer life-cycle.
Once you identify an opportunity with a lead, you can either create an Opportunity that is associated directly with the Lead and in turn, coverts the Lead to a Prospect or if you do not use Opportunity Management in NetSuite, you can manually convert the Lead to a Prospect yourself.
In this training module, we will:
- Demonstrate how to Create a Saved Search to display your Active Leads on your Dashboard;
- Demonstrate how you can quickly Add a New Lead using the Quick Add Portlet;
- Introduce the Leads Management Workflow while working with your assigned Leads;
- Demonstrate how you can Edit an Existing Lead or Enter a New Lead into your account;
- Discuss the Lead Qualification Process to filter your Leads that show interest and those that do not by setting the Lead record status; and
- Demonstrate how to Create an Opportunity and move a qualified Lead to the Prospect stage where an opportunity has been identified
Working with Contacts
Length: 9 Minutes, 7 Seconds
As a Sales Representative, you are responsible for working with your assigned Leads in efforts to convert them to Prospects and eventually, customers — in other words, the Lead-to-Customer life-cycle. As you work throughout the Lead-to-Customer life-cycle, you will continue to develop relationships and will want to create new contacts within your leads, prospects, and customers.
NetSuite allows you to create a new contact at any stage in the Lead-to-Customer life-cycle. Capturing contact information is critical to the success of your sales organization as this will allow you to track and manage these contacts as you work through the Lead-to-Customer life-cycle and beyond.
For example, once you identify an opportunity with a prospect, you might begin to work with a number of contacts that you have identified as the primary decision makers of the opportunity. Furthermore, these contacts can be included beyond the Lead-to-Customer life-cycle on any marketing campaigns or promotions in the future.
In this training module, we will:
- Demonstrate how to Add a New Contact;
- Demonstrate how to Associate a Contact with a Lead, Prospect, or Customer;
- Discuss the Contact Record; and
- Demonstrate how to View a List of Contacts.
Managing Your Activities
Length: 10 Minutes, 21 Seconds
As a Sales Representative working with Leads, Prospects, and Customers throughout the Lead-to-Customer life-cycle, you will create many activities in your account to support your sales efforts. An activity in NetSuite can include tasks, phone calls, and events.
An example of a task activity type would be to 'Prepare a Product Demonstration'. Scheduling a 'Follow-up Call' is an example of a phone call activity type, and a 'Meeting for Lunch with a Customer' is an example of an event activity type.
Activities can be created and will remain accessible throughout the entire Lead-to-Customer life-cycle including the Lead, Prospect, and Customer stage.
You can manage all of your Activities from the Activities tab in NetSuite or from the Activities sub-tab on the Lead, Prospect, and Customer record.
In this training module, we will:
- Demonstrate how to create a new Task, Phone Call and Event;
- Demonstrate the Activities Tab to manage your Tasks, Phone Calls, and Events; and
- Associate Activities including Tasks, Phone Calls, and Events with a Lead, Prospect, or Customer
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Managing Your Opportunities
Length: 23 Minutes, 26 Seconds
As a Sales Representative, you are responsible for working with your qualified leads to identify any opportunities that might exist to conduct business with your organization. Once you have identified that an opportunity exists, you can create a new opportunity record in NetSuite which converts the lead into a prospect. In other words the lead-to-prospect conversion occurs.
The Opportunity Management workflow involves discussions about the opportunity, identifying key decision makers, creating a proposal, and negotiates any details about the deal, until the prospect is a purchasing customer and you can close the sale.
During the Opportunity Management workflow you will create many phone calls, and activities that cultivate a relationship between you and your prospects that you are working. NetSuite supports the Lead Management process by allowing you to capture all contacts and activities directly at the prospect stage. These contacts and activities will remain accessible not only during the Opportunity Management process but through the entire Lead to Customer life-cycle. In fact, any contacts and activities that were created at the Lead stage are also accessible at the prospect stage.
In this training module, we will:
- Demonstrate how to Create a Saved Search to display your Open Opportunities on your Dashboard;
- Demonstrate how you can quickly Add a New Opportunity using the Quick Add Portlet;
- Introduce the Opportunities Management Workflow for managing your Opportunities in NetSuite;
- Demonstrate how to create a new Opportunity record from the Lead record;
- Discuss the record status and probability value of the Prospect once an Opportunity record has been identified and created;
- Discuss the record status and probability value of the Prospect during the discussions about the Opportunity;
- Discuss the record status and probability value of the Prospect once the key decision makers have been identified;
- Demonstrate how to create a Quote from the Opportunity record and discuss the record status and probability value of the Prospect once a Quote has been proposed;
- Demonstrate how to print a Quote for the Prospect to review;
- Discuss the record status and probability value of the Prospect while negotiating the details of the Opportunity and Quote; and
- Discuss the record status and probability value of the Prospect once negotiations are finalized and the Prospect is ready to make a purchase.
Creating Quotes/Estimates
Length: 11 Minutes, 31 Seconds
As a Sales Representative, you are responsible for working with your prospects where you have identified an opportunity and provide a quote/estimate that is based on the opportunity information should your prospect make such a request.
In NetSuite, you can create a quote/estimate from the opportunity record. This quote/estimate can then be printed or emailed to your prospect for consideration.
In this training module, we will:
- Demonstrate how to retrieve a Prospect that you wish to create a Quote/Estimate;
- Demonstrate how to locate the appropriate Opportunity that you wish to base the Quote from for the Prospect;
- Demonstrate how to create a new Quote/Estimate from an Opportunity you provided to a Prospect;
- Demonstrate how to change the record status while working the Opportunity where a Quote has been proposed;
- Demonstrate how to change the record status while working the Opportunity where a Quote has been proposed and you are in negotiations with a Prospect; and
- Demonstrate how to change the record status while working the Opportunity where a Quote has been proposed and the Prospect is convinced to purchase your goods and/or services
Closing the Sale
Length: 5 Minutes, 21 Seconds
As a Sales Representative, you are responsible for working with your prospects that are ready to make a purchase from you organization — taking a quote that you have provided to your prospect and creating a sales order, cash sale, or invoice to close the sale.
When you create a sales order, cash sale, or invoice based on a quote, you are essentially closing the sale and completing the lead-to-customer life-cycle. The prospect is converted to a customer.
In this training module, we will:
- Demonstrate how to retrieve a Quote provided to a Prospect;
- Demonstrate how to Print or Email a Quote to a Prospect;
- Demonstrate how to create a Sales Order based on a Quote and Close the Sale; and
- Demonstrate how to Print or Email a Sales Order for the Customer
Reporting Your Forecast
Length: 8 Minutes, 6 Seconds
As a Sales Representative, you can use the Forecast Editor to view the transactions that make up your sales forecast, enter an override forecast if necessary, and adjust the probability and status of opportunities and quotes in the forecast. Any changes made in the Sales Rep Forecast Editor are reflected in your sales forecast reports.
In this training module, we will:
- Demonstrate how to customize your dashboard to monitor your sales quota and forecast;
- Demonstrate how to work with the Sales Rep Forecast Editor to adjust your sales forecast;
- Demonstrate how to view a listing of all sales forecast reported; and
- Demonstrate how you can access the sales quota and sales forecast reports;
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| NetSuite is continuously listening to our customers and responding to their needs by introducing new product enhancements and features. As the new product enhancements and features are introduced, some of the eLearning training modules in our training library need to be updated or replaced.
Although the following eLearning training modules have been recorded in a previous version of NetSuite, the content covered remains relevant and applicable to the current version of NetSuite. You will however notice some subtle differences; especially in the way the interface appears. Please note that the modules below will be replaced by updated content beginning in February 2008.
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Introduction\Usability |
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Dashboard Setup
This course provides an overview of setting up and optimizing your Dashboard. You will learn the different portlets available on your dashboard, how to move them and how to set specific preferences optimize the information available on your dashboard.
Publishing Dashboards
This course is designed to provide a complete understanding of the capabilities for publishing saved dashboards. You will learn how to create saved versions of all the main tabs in a given center and then publish those settings, including content placement of all portlets (KPI's, Snapshots, Lists, Reminders, Shortcuts, etc.) to any role with the same center.
Direct List Editing
This course expands on the information presented in the Dashboard Setup module. You will learn the benefits of Direct List Editing's spreadsheet-like capabilities, as well as, Quick Add, Bulk Editing, and other time saving options.
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Customer Relationship Management (CRM) |
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Duplicate Record Detection and Record Merge
This course is designed to provide users with an understanding of how to identify and consolidate customer and contact records by setting one or more fields for the system to match against to create automatic detection of possible duplicates. You will discover how to manage these matching records, deciding to designate them as duplicates or non-duplicates, and deleting or merging any records positively identified as duplicates. We will demonstrate how this can be done both on an individual basis when creating new records or editing existing records, or via mass updates.
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Marketing Automation |
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Marketing 101
This course is designed to provide users with an overview of the Marketing functionality available in NetSuite.
You will learn the terminology used in NetSuite, as well as, which channels are available to use in marketing campaigns, and you will be introduced to the automation features of the email channel. We will also review the Marketing Campaign record, as well as some of the available reports, such as Campaign ROI and Statistics.
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Accounting (ERP) |
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Accounts Payable 101
This course is designed to provide your accounting team with a better understanding of the A/P process flow and best practices for processing your payables to maximize cash flow. Users will learn to process payable transactions within NetSuite and to view and customize key A/P ageing reports.
Accounts Receivable 101
This course is designed to provide your accounting team with a better understanding of the A/R process flow and best practices for processing sales transactions and payments. Users will learn to process receivables within NetSuite and to view and customize key A/R ageing reports.
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Inventory Management |
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Inventory Management 101
This course is designed to provide an overview of the inventory process, focusing on the creation and tracking of items within NetSuite. Users will become familiar with the many items types available within NetSuite and how each item type affects inventory status and internal accounts. Users will learn to setup a new Inventory Item, and to view and customize key inventory reports.
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Warehouse Management |
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Warehouse Management 101
This introductory course will provide the fundamentals of inventory management within NetSuite. We will identify key process flows for your warehouse and define key terminology.
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Note: After clicking on the Watch now link, please allow a minute for the training module to load and display. It is recommended that you have a high speed internect connection to watch the course. A dial-up connection is not supported |
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