The document provides an overview of NetSuite training offered by Global Online Trainings, highlighting its cloud-based business management software capabilities. It covers essential business processes including eCommerce, ERP/financials, CRM, and inventory management, along with key features and customizations within the platform. The training content includes modules on dashboards, CRM, sales and banking processes, accounting, inventory, financials, reports, roles and permissions, and more.

1. NetSuite Training
at
Global Online Trainings
IND : +914060501418
USA : +1-516-8586-242
UK : +44(0)2033710027
www.globalonlinetrainings.com

2. Introduction to NetSuite Training
NetSuite is the world’s leading provider of cloud-based
business management software. Core business processes of
companies are managed with NetSuite as its integrated
system covers eCommerce, ERP/Financials, CRM, inventory
& more. Whenever we record self-paced training lessons
and make them available & we launch new features or make
changes to NetSuite from NetSuite Central.

3.  SET PREFERENCE
 General Preferences
 Appearance
 Transaction Preferences
 Reporting/Search Preferences
 Activities
 Alerts Preferences
 INTRODUCTION TO NETSUITE
 NetSuite Navigation
 Activities
 How to use NetSuite Help
NETSUITE ERP ONLINE COURSE CONTENT

4.  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

5.  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
 ACCOUNTING
 Chart of Accounts
 Currencies
 Currency Exchange Rates
 Consolidated Currency Exchange Rate
 Budgets
 Accounting Periods
 Expenses

6.  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

7. 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

8. 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

9.  CUSTOMIZATION
• Working with Fields
• Working with Records
• Working with Lists
• Working with Forms
• Working with PDF Layouts
 CENTERS AND TABS
• Centers
• Center Tabs
• Center Categories
• Center Links

10. SETUP AND PREFERENCES
• Setup Tasks
• General Preferences
• Classifications
• Company management
• Accounting Preferences
 IMPORTS
• Introduction and its importance
• Import Preferences
• Working on Import types
• File Management
• Setup
• Folder Management
• File Sharing
• SuiteBundler
• Work Flow
• NetSuite One Methodology