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NetSuite Training
at
Global Online Trainings
IND : +914060501418
USA : +1-516-8586-242
UK : +44(0)2033710027
www.globalonlinetrainings.com
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.
 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
 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
 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
 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
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
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
 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
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
NetSuite training | Netsuite ERP online course from India - GOT

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NetSuite training | Netsuite ERP online course from India - GOT

  • 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