DASVM’s NetSuite Functional Training is designed for professionals who wish to learn how to use the NetSuite platform to manage their business operations. The training is conducted by certified NetSuite professionals with years of industry experience, ensuring that students get a comprehensive understanding of the platform. Our Comprehensive course starts from the NetSuite Overview, the basic and concepts of NetSuite, Navigation, how to login, how to set preferences, emailing and file cabinets, how to set company preferences, records, transactions, how to customize the employee record, how to add, how to create entities and records, Suite analytics dashboard, KPI, reports, how to publish the dashboard, how to work with search, finding, save, displaying results, reporting and overview, how to work with reports and manage reports, order management, purchasing, receiving, inventory management, accounting, & journal.

Course Objectives:

Following are the concepts you are going to lean in this functional training:

• NetSuite Core Functionality and Learn the fundamentals of NetSuite
• Implementation, SuiteAnalytics and SuiteCloud Partner Implementation
• Suite Cloud Partner implementation
• Creation of Saved Searches
• SuiteCloud customization and development
• Creation of Saved searches
• Product supply fundamentals
• CRM fundamentals
• Operational performance analysis.
• Key Performance Indicators
• Central tabs and menus
• Dashboard projects

Course content

Introduction to Cloud Computing & NetSuite

• What is Functional & Technical NetSuite?
• What are the fundamental elements of NetSuite, such as CRM, HCM, and ERP?
• Which area has the most job openings?
• What topics will be covered in this NetSuite course?
• How does NetSuite fare in comparison to its rivals?
• Job postings on Monster and Naukri
• PayScale and Indeed salary reports
• A course content walkthrough.

What is NetSuite?

• What’s the Architecture, SOA, Client-Server, or Cloud?
• What’s the Navigation?
• What are the Important Options and Shortcuts in the Tool?
• What is the NetSuite Cloud?

How to Access NetSuite?

• Systems Supported (Is Windows, Linux, Mac supported)
• If not supported, what is the alternative?
• Databases Supported
• Compatibility with other tools

Dashboard

• Overview of Dashboard concept
• Key Performance Meters
• Key Performance Indicators
• Publishing Dashboard
• Report Snapshot View

NetSuite 2022 Core Functionality

• Overview of One World
• Navigate the Application
• Set Up Company Preferences
• Understand NetSuite Data Model
• Roles, Permissions and Users
• Accounting and Back-Office Processes
• Using NetSuite basic functionality
• Using NetSuite’s basic functionality
• Subtabs, fields and lists, forms, and records can all be customized
• Data Integrity,
• Accounting Management,
• Data Migration,
• Multiple Currencies
• Accounts Receivable (AR),
• Accounts Payable (AP),
• Fixed Assets,
• Pricing,
• Order Management,
• Accounts Receivable (Tax Information),
• Perform Banking and General Ledger (GL) Tasks,
• Period and Year End, Revenue Recognition,
• Expense Allocation,
• Reports and Searches,
• Design Dashboards,
• Sales Force Automation,
• Online Customer Forms,
• Customer Support, and Case Management

Financial Reports, searches And KPIs

• Using Standard Reports
• Customizing Standard Reports
• Financial Statements Overview
• Financial Statement Layouts
• Standard Matrix Reports
• Financial Matrix Statements.

Creating Saved Searches

• Create Saved Searches
• Add In-Depth Analysis
• Publish Saved Searches.

Key Performance Indicators

• Using Standard KPIs
• Create and Use Custom KPIs.

Analyzing Operational Performance

• Set-Up KPI Scorecards
• Realize Smart Dashboards.

Customization And Suite Cloud Development Tools

• Introduce NetSuite Architecture.
• Introduce SuiteCloud Platform.
• Introduce SuiteBuilder, which allows you to customize your business.
• Introduce SuiteFlow, which automates business processes.
• Introduce SuiteScript, which extends NetSuite with JavaScript.
• Introduce SuiteTalk, which integrates applications.

NetSuite Navigation

• Login to NetSuite
• Set your preferences
• Setup your dashboard
• Use global search
• Use NetSuite help.

Setup Company Preferences

• Enter company details
• Activate Features
• Change the Records & Transactions name
• Disable the auto-generated number
• Establish corporate preferences
• Set your email, fax, and printing preferences.

Create Customer records and enter contacts

• Enter contact create customer records
• Create vendor records
• Enter new Employee.

Customer Relationship Management (CRM)

• Customer Life Cycle
• Basic Sales Process
• Sales Campaign
• Creation of group, contact, Vendor and other names

Sales Process

• Purchase Process
• Banking Process
• Check writing
• Make Deposit
• Using Credit Card
• Transfer Funds
• Reconciliation of Credit Card Statement
• Reconciliation of Bank Statement
• Importing Online Banking Data

Accounting

• Chart of Accounts
• Currency Exchange Rates
• Currencies
• Budgets
• Consolidated Currency Exchange Rate
• Currency Exchange Rates
• Expenses
• Accounting Periods

Inventory

• Items, Bins
• Build Work Orders
• Build/Unbuild Assembly
• Advance Inventory
• Adjust Inventory Worksheet
• Adjust Inventory
• Bin Put away Worksheet
• Bin Transfer
• Distribute Inventory
• Intercompany Transfer Order
• Transfer Inventory
• Transfer Order
• Intercompany Transfer Order

Financials

• Opening Balance
• Journal Entries
• Customer Statement
• Handling Bill variances
• Intercompany Journal Entries
• Setup Taxes
• Tax Periods
• Tax Schedules and Tax codes

Reports and Saved Searches

• Overview of Saved searches
• Creating New Reports
• NetSuite Standard Reports
• Customization of Reports
• Roles and Permissions
• Creating Saved Searches
• Report Scheduling
• Managing Users
• Assigning Roles and Global Access
• Creating New Roles
• Using Roles and Permissions
• View Audit Trail

Roles and Permissions

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

Centres and Tabs

• Introduction to centres
• Center Tabs, Center Links and Center Categories

Import and customization

• Import Preferences
• File Management
• Working on Import types
• Folder Management
• Setup
• File Sharing
• Folder Management
• Workflow
• SuiteBundler
• NetSuite One Methodology

Set up and Preferences

• General Preferences
• Setup Tasks
• Company management
• Classifications
• Accounting Preferences

NetSuite Customization

• Subtabs, List and Fields
• Create custom forms
• Create custom records.

Migrate your Data

• Double check auto generated number
• Import customer
• Update Customer
• Create custom import template.

Data Integrity

• Merge duplicate records
• Schedule a Mass update
• Create Saved Search
• Setup and use direct list edit
• Create dependent dropdowns.

Setup Pricing

• Turn on the pricing options
• Create price levels
• add price levels to items
• Create price levels
• add price levels to items
• schedule quantity-based pricing
• create price lists, and use sales to illustrate pricing strategies.

Order Management

• Define order management preference
• Enter a sales order
• Approval
• Fulfil sales order
• Pick
• Pack
• Ship
• Invoice
• Cash Sales
• Accept customer payment
• Issue a return authorization
• Make a bank Deposit.

Purchasing Overview

• Enter Purchase Order
• Receive all items on a purchase order.

Account Payable and Overview

• Define accounting preferences
• Bill a purchase order
• Enter and approve a purchase order
• Pay a Bill
• Print a check.

Banking and General Ledger

• Make Journal Entries
• Memorize a transaction
• Close Accounting Periods
• Identify a pre-built reports
• Saved Searches for reporting
• Design Dashboard configuration.

Saved Searches

• Reminder using saved search
• Email Saved Search
• Schedules saved search
• Formula Saved search
• Graphical representation of saved search
• Saved search reports.

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