IS YOUR TEAM
SMART ENOUGH?
FOR NETSUITE? FIND OUT BELOW.
HERE ARE THE 5 MOST USEFUL SECTIONS OF NETSUITE
Lists
Lists are non-transactional records.
These include customers, vendors,
employees, items, currencies and COA accounts.
Transactions
This section has transactions linked to:
1) customers
(Sales estimates, orders, invoices and credit notes)
2) Vendors (PO’s, Vendor bills, Vendor credit)
3) General accounting (Payments, Journal entries)
4) Emplloyees (Timesheets, expense claims, payroll).
Reports
This section holds the reports related to:
Transactions,
Customers,
Employees,
Vendors,
Items andÂ
Your financials.
Customization
This is where you can, if required, add/ modify:
Entry forms (Customers, Vendors, Employees, Items, Accounts)
Printed transaction forms (Sales, Purchases…)
Create new custom fields
Create new, custom records.
Install additional functionality using bundles.
Build and deploy scripts and workflows.
Build APIs for integration.
Setup
This is where you setup your NetSuite account.
Activate functionality.
Configure your accounting, Sales and inventory preferences.
Setup your VAT.
Create your dimensions (Departments, Classes, Locations)
Setup your financial and fiscal calendars.
Manage user accesses and roles.
Review your billing information.
