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2 min read

Mastering NetSuite: Tips and Tricks for Users

September 21, 2023 4:00:00 PM CST

NetSuite is a powerful platform that can transform your business operations, but like any robust system, it has its intricacies. To help you make the most of NetSuite's capabilities, we've gathered some valuable tips and tricks for users.

1. Personalize Your Dashboard

NetSuite allows you to customize your dashboard to display the information that matters most to you. Click on "Personalize" to add key performance indicators, charts, or reports for quick access.

2. Keyboard Shortcuts

Speed up your workflow by using keyboard shortcuts. For example, press "Alt + G" to go to a specific record quickly, or "Alt + E" to edit a record.

3. Saved Searches

Saved searches are a powerful feature in NetSuite. Create and save custom searches to find specific data quickly. You can even set up alerts to notify you when new records match your search criteria.

4. Automate Routine Tasks

Take advantage of SuiteScript and workflows to automate routine tasks and processes. This can save you time and reduce the risk of errors.

5. Customize Forms and Records

Tailor NetSuite forms and records to match your business needs. Add custom fields, change layouts, and create new record types to streamline data entry and reporting.

6. Master Reporting

NetSuite's reporting capabilities are robust. Learn how to create custom reports and use saved searches to gain insights into your business performance. You can also schedule reports to be delivered automatically to your inbox.

7. Training and Support

NetSuite offers extensive training resources and a support community. Take advantage of these resources to enhance your skills and find solutions to common challenges.

8. Keep Up with Updates

NetSuite regularly releases updates and new features. Stay informed about these changes to ensure you're leveraging the latest enhancements.

9. Data Security

Protect your data by setting up appropriate access controls and permissions. Regularly review and audit user roles to maintain data security.

10. Seek Professional Help

If you're facing complex challenges or need to implement advanced features, consider consulting with a NetSuite expert. Their expertise can help you maximize the benefits of the platform.

By incorporating these tips and tricks into your NetSuite usage, you'll become a more efficient and effective user, driving better results for your business. NetSuite offers a wide range of capabilities, and mastering them can truly transform your operations.