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How Saved Searches Take Analytics to the Next Level

Posted on: May 31st, 2021

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…

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Supporting Your Complex Business Processes with NetSuite SuiteFlow

Posted on: May 17th, 2021

Customers 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…

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5 Things to Look for When Selecting a New ERP System

Posted on: April 21st, 2021

Feeling 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.…

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How Your Business Can Use PPP-2 Loans and Qualify for Forgiveness

Posted on: February 4th, 2021

The 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…

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Set Auto Generated Numbers – NetSuite Tips & Tricks

Posted on: February 1st, 2021

Certified 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.


Reviewing the Sent Email List – NetSuite Tips & Tricks

Posted on: January 15th, 2021

Certified 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.


How To Rename Records – NetSuite Tips & Tricks

Posted on: January 4th, 2021

Certified 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.


Locating your NetSuite Account ID – NetSuite Tips & Tricks

Posted on: December 15th, 2020

Certified 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.


Show Role Differences – NetSuite Tips & Tricks

Posted on: December 1st, 2020

Certified 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


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