NetSuite

NetSuite

Netsuite Navigation
Activities
How to use Netsuite Help


 SET PREFERENCE


General Preferences
Appearance
Transaction Preferences
Reporting/Search Preferences
Activities
Alerts Preferences


 DASHBOARD


Dashboard Overview
Key Performance Indicators
Key Performance Meters
Report Snapshot View
Publishing Dashboard


 CRM


Basic Sales Process
Customer Life Cycle
Creation of Contact, Group, Vendor and Other name
Sales Campaign
Support

 SALES PROCESS


Purchase Process
Banking Process
Write Check
Make Deposit
Transfer Funds
Using Credit Card
Reconciliation of Bank Statement
Reconciliation of Credit Card Statement
Importing Online Banking Data
Chart of Accounts
Currencies
Currency Exchange Rates
Consolidated Currency Exchange Rate
Budgets
Accounting Periods
Expenses


 INVENTORY


Items
Bins
Build/Un-Build Assembly
Build Work Orders
Advance Inventory
Adjust Inventory
Adjust Inventory Worksheet
Bin Put away Worksheet
Distribute Inventory
Bin Transfer
Transfer Inventory
Intercompany Transfer Order
Transfer Order


FINANCIALS


Opening Balance
Customer Statement
Journal Entries
Intercompany Journal Entries
Handling Bill variances
Handling Exchange Rate Variances
Setup Taxes
Nexuses
Tax Periods
Tax codes
Tax Schedules
REPORTS AND SAVED SEARCHES


Introduction


Working on NetSuite Standard Reports
Customization of Reports
Creating New Reports
Report Scheduling
Creating Saved Searches


ROLES AND PERMISSIONS


Managing Users
Assigning Roles and Global Access
Using Roles and Permissions
Creating New Roles
View Audit Trial


 ROLES AND PERMISSIONS


Managing Users, Assigning Roles and Global Access, Using Roles and Permissions, Creating New Roles, View Audit Trial.
 

CENTERS AND TABS


Centers
Center Tabs
Center Categories
Center Links


 IMPORTS and CUSTOMIZATION


Introduction and its importance
Import Preferences
Working on Import types 
File Management 
Setup
Folder Management
File Sharing
SuiteBundler
Work Flow
Netsuite One Methodology


 SETUP AND PREFERENCES


Setup Tasks
General Preferences
Classifications
Company management
Accounting Preferences

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