NetSuite Resource Library
Explore the Smarter Way to NetSuite
Supported Payment Methods in NetSuite
If you’re using NetSuite to either make or receive payments, then it’s important that you understand what the supported payment methods in NetSuite are, as well as how you can use them. Payment Prep Before you are ready to use the payment methods in NetSuite, you...
The Comprehensive Workflow: A NetSuite Hack
Here at SuiteRep, we like workflows. Workflows automate necessary but repetitive tasks, freeing up the NetSuite user’s time and eliminating the potential for error. Is that all workflows can do, though? The Comprehensive Workflow Maybe you’ve always viewed workflows...
The NetSuite Order Fulfillment Process
So, you’ve received a sales order for one of your items, and you’re ready to fulfill the order. What does that look like in NetSuite? What are some key things you need to be aware of as you jump into the NetSuite order fulfillment process? Fulfillment Preferences...
Understanding Sales Orders in NetSuite
For most businesses, a key step in the sales process is the sales order. Knowing how to create and manage sales orders in NetSuite will help you make informed decisions that impact the efficiency of your entire sales department. Sales Order Overview Before jumping...
How to Use SuitePromotions in NetSuite
What do you know about NetSuite’s SuitePromotions? SuitePromotions adds a useful element to a company’s marketing efforts. Promotions provide discounts that can be used strategically in your marketing campaigns, resulting in higher quantities of sales. Types of...
How to Set Up Marketing Campaigns in NetSuite
Marketing. In many ways, it’s foundational to a successful business. A business may have superb products or services and follow the best practices, but at the end of the day a business without customers won’t be in business for long. NetSuite targets this need with...
Case Management in NetSuite
As you work with your customers, issues will come up for your customers that you need to address and resolve. In NetSuite, these issues are called cases, and the individuals in your company who handle cases are called support reps. Understanding how to set up and use...
How to Run a Mass Update in NetSuite
What’s the Problem? “This is getting a bit repetitive, opening sales order after sales order, pasting the same value in the Memo box, clicking the same big blue Save button. Uhgh!” – frustrated NetSuite User. “Why not try a Mass Update? Give me 2 seconds.” – SuiteRep...
Quotas and Forecasts in NetSuite
Setting up lead routing and lead conversion in NetSuite is only the beginning of the potential that the NetSuite sales process provides. An accurate understanding of how to establish quotas and how to do forecast reports is also key. Generating quotas and forecasts in...
How to Set Up Sales Force Automation (Part 2)
The sales force automation capabilities in NetSuite provide businesses with an invaluable asset. As we looked at in our previous post, one of these advantages is the ability to manage lead routing, whereby new leads are automatically assigned to designated sales teams...