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NetSuite offers impeccable analytics, allowing customers to gain meaningful insight into company performance and make quick, confident decisions. Various analytics tools are easy to use and do not require programming knowledge or developers. These features also come standard in NetSuite with no added cost to customers. While NetSuite offers hundreds of reports out of the…
Read MoreCustomers frequently choose NetSuite to better streamline business processes and reduce the redundant, manual procedures that have plagued them in the past. NetSuite’s SuiteFlow is a workflow management tool that is perfect for automating and adapting processes to meet business needs and end-user requirements. Often times, SuiteFlow is a tool that is severely underutilized. Whether…
Read MoreFeeling overwhelmed by the infinite options of ERP solutions out there? You are not alone. With the ever-expanding list of ERP solutions, finding the right option for your team can seem endless. In order to ensure you get this decision right, it’s important to establish a set of criteria to use when evaluating different solutions.…
Read MoreThe second round of Paycheck Protection Program (PPP-2) loans are about to roll out. If you’re planning to apply, it’s important to understand that the federal government has made some changes to the requirements for this round. In order to qualify for a PPP-2 loan, your business must: Have spent all of your first PPP…
Read MoreCertified NetSuite ERP consultant Abby Witmer shows how to set a custom numbering scheme for records and transactions. Under Setup – Company – Auto-Generated Number, you can set up auto-generated numbers for Entities, Documents, CRM and Schedules. You can also set a custom prefix, suffix, a minimum number of digits, and a custom starting number.
WatchCertified NetSuite ERP consultant Abby Witmer shows how to verify an email was sent by NetSuite. By default, only administrators can view the sent email list, but the Sent Email permission can be assigned to other roles.
WatchCertified NetSuite ERP consultant Abby Witmer shows how to rename records from NetSuite’s default labels to match your company’s terminology. For example, NetSuite uses the term Vendor, while many businesses prefer the term Supplier.
WatchCertified NetSuite ERP consultant Abby Witmer shows how to find your account ID. As an administrator, under Setup, Company, Company Information, you will find the Account ID under the Time Zone setting. You can also find the Account ID in your NetSuite URL.
WatchCertified NetSuite ERP consultant Abby Witmer shows how to: Customize and assign roles to employees View all roles permissions, or only display the permissions that are different when comparing two roles Export these permissions as a .csv or Excel file
WatchCertified NetSuite ERP consultant Abby Witmer shows how to view the transaction audit trail. In this video, you will learn how to find the following in NetSuite: When a record was changed Who changed the record What change was made
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