NetSuite Resource Library
Explore the Smarter Way to NetSuite
How to Set Up Sales Force Automation (Part 1)
How well do you understand the sales process in NetSuite? Over the next several blog posts, we will be digging deeper into the sales process so we can have a well-rounded understanding of how sales work in NetSuite. But first, we need to understand some big-picture...
How to Use Email in NetSuite
Did you know you can send emails directly from NetSuite? While this information is likely not news to you, chances are you may not be using this feature to its fullest potential. The ability to use email in NetSuite, whether you’re contacting vendors and customers,...
Two NetSuite Shortcut Locations
If you use NetSuite, then chances are you use the same types of NetSuite pages on a regular basis. For instance, you may regularly access transaction records like sales orders or purchase orders, or you may regularly access customer or vendor records. Perhaps there’s...
NetSuite User-Level Appearance
NetSuite is basically a massive database with a user-friendly interface. Some of NetSuite’s appearance options are set by your NetSuite Administrator in General Preferences. But what about you, as an individual user? Can you personalize the user-level appearance of...
Optimizing NetSuite System Performance
Have you ever been frustrated by the amount of time NetSuite takes to load a page? If you have, you’re not alone! A variety of issues can affect NetSuite system performance, and many users have experienced similar difficulties. But the good news is that when...
Navigation Tools in NetSuite
Because of the large quantity of information available in a company’s instance of NetSuite, navigating NetSuite can be a daunting task. But several navigation tools in NetSuite help streamline the process. Navigation Tools Let’s take a look at some of these basic...
Roles and Centers in NetSuite
Think, for a moment, about the individuals who use NetSuite on a daily basis: top-level executives; employees with a wide range of jobs, including accountants and warehouse managers; and even, at times, groups outside the company, like customers and vendors. While...
Custom Record Types
NetSuite comes with certain common types of records, like Employee, Vendor, and Customer records. But sometimes your company may need to add an entirely new type of record to NetSuite. If that’s your situation, you will want to explore custom record types. Creating...
Custom Subtabs
In recent posts, we’ve been looking at the key SuiteBuilder elements. One of these elements is custom subtabs. Custom subtabs enable NetSuite users to arrange custom fields into logical categories. Understanding how to create and use these subtabs falls under the...
Custom Fields
In our previous post, we took a high-level overview of the main SuiteBuilder elements. Now it’s time to dig a little deeper into each one of those, starting with custom fields. Understanding the options available to you with custom fields and the uses of custom fields...