NetSuite Online Training Modules Overview

NetSuite 2016 Core Functionality

• Accounting and Back-Office Processes
• Using NetSuite basic functionality
• How Does NetSuite Fit Chatham’s Business (Case Study)
• Overview of OneWorld
• Navigate the Application
• Set Up Company Preferences
• Understand NetSuite Data Model
• Roles, Permissions and Users
• Customization: Subtabs, Lists and Fields, Forms and Records
• Migrate Your Data
• Data Integrity
• Accounting Management
• Multiple Currencies
• Tax Information
• Items
• Pricing
• Order Management
• Fixed Assets
• Accounts Receivable (AR)
• Purchasing
• Accounts Payable (AP)
• Perform Banking and General Ledger (GL) Tasks
• Period and Year End
• Revenue Recognition
• Expense Allocation
• Reports and Searches
• Design Dashboards
• Sales Force Automation and Online Customer Forms
• Customer Support and Case Management

Financial Reports, Searches And KPIs

• 0 Using Standard Reports
• 1 Customizing Standard Reports
• 2 Financial Statements Overview
• 3 Financial Statement Layouts
• 4 Standard Matrix Reports
• 5 Financial Matrix Statements

Creating Saved Searches

• 0 Create Saved Searches
• 1 Add In-Depth Analysis
• 2 Publish Saved Searches

Key Performance Indicators

• 0 Using Standard KPIs
• 1 Create and Use Custom KPIs

Analyzing Operational Performance

• 0 Set-Up KPI Scorecards
• 1 Realize Smart Dashboards

Customization And SuiteCloud Development Tools

• 0 Introduce NetSuite Architecture
• 1 Introduce SuiteCloud Platform
• 2 SuiteBuilder – Tailor your Business
• 3 SuiteFlow – Automate Business Processes
• 4 SuiteScript – Extend NetSuite with JavaScript
• 5 SuiteTalk – Integrate Applications
• 6 Identify Integration Options
• 7 Evaluate Customization Tools
• 8 SuiteBundler – Package Customizations

Netsuite navigation

• 1. Login to Netsuite
• 2. Set your preferences
• 3. Setup your dashboard
• 4. Use global search
• 5. Use Netsuite help

Setup company preferences

• 1. Set company information
• 2. Enable Features
• 3. Rename Records & Transactions
• 4. Turn off Auto Generated number
• 5. Set company preferences
• 6. Set printing, Fax, and Email Preferences

Create customer records and enter contacts

• 1. Enter contact create customer records
• 2. Create vendor records
• 3. Enter new Employee

Netsuite roles and permissions

• 1. Role Customization
• 2. Add a netsuite users
• 3. View the login Audit Trail

Netsuite Customization

• 1. Subtabs, List and Fields
• 2. Create custom forms
• 3. Create custom records

Migrate your data

• 1. Double check auto generated number
• 2. Import customer
• 3. Update Customer
• 4. Create custom import template

Data Integrity

• 1. Merge duplicate records
• 2. Schedule a Mass update
• 3. Create Saved Search
• 4. Setup and use direct list edit
• 5. Create dependent dropdowns

 Inventory Management

• 1. Setup Items
• 2. Create Inventory Items
• 3. Create a Non-Inventory Items
• 4. Service Items
• 5. Other type of Item
• 6. Enter Inventory Quantities
• 7. Inventory Transfer
• 8. Inventory Adjustment

Setup Pricing

• 1. Enable Pricing features
• 2. Create a price level
• 3. Add price level to Items
• 4. Setup quantity based pricing scheduled
• 5. Generate price list
• 6. Use sales transactions to demonstrate pricing schemes

Order Management

• 1. Define order management preference
• 2. Enter a sales order
• 3. Approval
• 4. Fulfill sales order
• 4.1. Pick
• 4.2. Pack
• 4.3. Ship
• 5. Invoice
• 6. Cash Sales
• 7. Accept customer payment
• 8. Issue a return authorization
• 9. Make a bank Deposit

Purchasing Overview

• 1. Enter Purchase Order
• 2. Receive all items on a purchase order

Account payable overview

• 1. Define accounting preferences
• 2. Bill a purchase order
• 3. Enter and approve a purchase order
• 4. Pay a Bill
• 5. Print a check

Banking and general ledger

• 1. Make Journal Entries
• 2. Memorize a transaction
• 3. Close Accounting Periods
• 4. Identify a pre-built reports
• 5. Saved Searches for reporting

19.6. Design Dashboard configuration

Sales force Automation

• 1. Setup Employee as a sales rep
• 2. Set sales force automation preference
• 3. Create customer sataus
• 4. Create sales rules
• 5. Create sales territory
• 6. Create an online forms

Workflow

• 1. Event Type workflow
• 2. Scheduled Workflow

Saved searches

• 1. Reminder using saved search
• 2. Email Saved Search
• 3. Schedules saved search
• 4. Formula Saved search
• 5. Graphical representation of saved search
• 6. Saved search reports

Other

• Lead to customer management
• Customer support to case management
• Email template
• Marketing
• PDF Layout
• Bundles
• Gap Analysis
• Introduction to Netsuite Script
• API’s
• Register for the Netsuite User Group.

Job Opportunities in NetSuite

Right now the global industry is facing shortage of skilled experts NetSuite With millions of vacancies around the world across different sectors, a career in this domain is being termed as the hottest job of the decade. The effective demand for experts having the right talent & skills to handle all the real-world challenges in this platform will continue to increase for a long period of time as per the experts view. So hurry up & work towards building the best career knowledge in this platform by availing SacrosTek Systems NetSuite Online Training.

SacrosTek Systems offer certification programs for NetSuite. Certificates are issues on successful completion of the course and the assessment examination. Students are requested to participate in the real-time project program to get first-hand experience on the usage and application of the NetSuite. The real-time projects are designed by our team of industry experts to help students get best possible exposure to the NetSuite and its applications.