NetSuite Resource Library
Explore the Smarter Way to NetSuite
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...
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...