NetSuite Tips & Tricks

With a focus on cloud-based business systems and a long running track record of successful customer engagements, Explore Consulting provides a diverse group of technologists and consultants with backgrounds in many different industries. We specialize in areas such as NetSuite Services, Amazon Services, Web Development and Design, Digital Marketing, Custom Development and Staffing.

Explore has been a leading NetSuite Solution Provider for more than 13 years and has won 24 NetSuite awards including NetSuite Americas Solution Provider Partner of the Year in both 2014 and 2011. In 2015, Explore was honored as the only NetSuite Partner to make Presidents Club 5 years in a row. In addition to being a repeat global Top 5 NetSuite Reseller, Explore is a 10-time NetSuite Star Award Winner.

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accounting

  • Gross Profit Feature: Tracking Estimated Gross Profit on Transactions

    Tracking Estimated Gross Profit at the transaction level helps provide sales managers and reps with key data for negotiating pricing with customers, for establishing pricing policy, and for establishing and tracking commission plans. With this feature set up, sales reps and managers will see the Estimated Gross Profit on Opportunities on up to Invoices.

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  • Customizing Tax Label on Printed and Emailed Transaction Forms

    Customers operating in multiple tax nexuses will sometimes encounter issues with the standard formatting of NetSuite transaction layouts. Specifically, until recently, users could not customize the "tax" label on transaction forms so that it was specific to the jurisdiction or nexus in which the transaction took place. With the release of 2010.1, we now have the ability to customize what label is printed for the "Tax" element on both printed and emailed transactions.

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  • Importing Budgets with NetSuite’s Budget Import Assistant

    Many of Explore Consulting's customers are entering into the annual budgeting process. We felt a tip around importing budgets might prove timely and useful.

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  • Accept Deposits on Sales Orders and Invoice Flows

    There are a number of great enhancements in NetSuite's 2012.1 Release. One of them is the ability to accept deposits on sales orders and invoice flows. We've had several customers request this functionality. With Release 2012.1, it's now quite simple to do so!

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  • Writing off Bad Debt

    This tip walks you through the steps of writing off a bad debt in NetSuite. Bad debts are unpaid invoice amounts that you cannot collect from customers. Writing off bad debt cleans up your accounts receivable register and gives you a more accurate estimate of the payments your company expects to receive.

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  • Multiple Fiscal Years For OneWorld

    In OneWorld accounts, the new Multiple Calendars feature enables you to set up and use different accounting period rollups for your subsidiaries. This capability enables you to report transaction activity using different fiscal year start and end dates, as needed to meet statutory and organizational reporting requirements.

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  • Multiple PayPal Accounts

    NetSuite now allows you to create multiple PayPal accounts with the latest version 2012.2. You can use a separate PayPal account for each website you operate. If you use NetSuite OneWorld, you can use a separate PayPal account for each of your subsidiaries.

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  • Commission Enhancements

    Version 2012.2 includes a number of enhancements to commissions.

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  • “Override Period Restrictions” Permission for Month End Close

    Do the members of your accounting team have proper permission to execute month end close? The "Override Period Restrictions" permission is assigned to users who create month end journal entries and updates after the standard month end processing is complete. They may add and edit posting transactions even after the accounting period is locked.

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  • Statistical Account Feature

    New for NetSuite release 2014.1 is the ability to create a statistical account, allowing you to track non-monetary amounts. Statistical account values can be used in reporting, and also to perform allocations based on weighted values.

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  • Dynamic Allocations Based on Statistical Values<

    Enhancements in 2014.1 release included the ability to create Statistical Accounts for reporting and as a basis for allocations. In this tip we will show how to use Statistical Account values to generate an allocation. Our example will leverage the headcount statistical account setup in our previous tip. Our company would like to allocate monthly rent cost across multiple departments using current headcount values as a ratio of the total company headcount.

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  • Advanced Taxes

    NetSuite creates tax schedules for the existing tax codes and tax groups in your account. You can create tax schedules that define how NetSuite calculates and tracks taxes.

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  • How to Segment Financial Statements Using Departments, Classes and Locations

    Using departments, classes and locations to segment financial statements provides financial users with robust reporting capabilities and decreases efforts required in managing numerous GL accounts. These classifications can be used to gain valuable insight into department expenses, sales channel margins and location profits.

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  • Why Drop Ship Items Show 100% Gross Profit Rate on Sales Orders

    If an item is drop shipped and does not have a quantity on hand across all locations the system will calculate a 100% gross profit rate if the designated Cost Estimate Type is Average.

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  • Effect of Date/Period Mismatches on Reconciling A/R and A/P Reports to Balance Sheet

    NetSuite allows transactions to be entered on dates outside of the transactions posting period. This preference becomes useful when revenues or expenses are incurred during a certain period but not entered in a timely manner. However, this preference has caused confusion during month-end reconciliations to the Balance Sheet. Since A/R and A/P reports are not considered Financial Reports, these reports default to a date range and not a period range used by the Balance Sheet.

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  • Using Vendor Records for 1099 Contractors in NetSuite

    For each contractor or non-employee that is paid more than $600 for services during the calendar year, you must provide a Form 1099-MISC Miscellaneous Income statement for reporting tax information. Each contractor that requires a 1099-MISC form must be identified as a 1099 contractor on his or her vendor record in order to generate accurate 1099 information. In order for vendor payments to accrue on the 1099-MISC form, you must do the following:

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  • Elimination Subsidiaries for Consolidated Reporting

    When managing and reporting on the activities of multiple consolidated entities, it may be necessary to eliminate revenue or expenses when those companies transact with each other. Intercompany loans, sales, and inventory transfers are all examples of transactions between entities that may require these eliminating entries.

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  • Project Accounting – Assigning Resources and Time Management

    With the Advance Project Accounting module you can assign resources and designate their role on a project record. You can also specify on the project record to limit time record entry for that project to assignees only. This will reduce the number of projects that consultants see when entering time and help to alleviate time entry errors.

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administrative

  • Approval Routing Feature

    To require that purchase and expense transactions are approved before they are processed, you must access the Approval Routing feature in NetSuite.

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  • Inline HTML Fields for on-page Instructions

    Many companies have complex or specific requirements around processing orders, creating customers, or completing other daily business tasks in their NetSuite account. While external documentation serves as a useful reference, often times it is more helpful to have instructions visible to the user while they are in the process of completing the particular tasks.

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  • Email Signature

    There are many scenarios in which the information stored in NetSuite for a user (name, email address, and title) are not necessarily how they are presented to customers and for external communications.

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  • Mass Deletion of Records

    The best practice with NetSuite in regards to record deletion is generally to inactivate the record and avoid actual deletion. There are times when circumstances do justify the deletion of records. If there are more than several dozen records, it can be a time consuming and tedious series of clicks to delete manually. You can easily perform a mass delete by leveraging the mass update feature.

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  • Adding Custom Categories & Links to Standard NetSuite Tabs

    NetSuite's "tab" browsing provides an intuitive organization of data for users. Customers, Transactions, CRM Records, and configuration options are all intuitively grouped within an appropriately named tab, with different groupings for different Roles and Centers.

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  • Sending Transactions via Emails with Personal Messages

    NetSuite provides a method of email transactions that may users utilize. This involves the using the "To Be E-mailed" checkbox on the "Messages" tab or "Communications" are of the transaction. By checking the box, the transaction will be emailed directly to the address in the "To Be Emailed" text box once the record is saved. This is an easy and quick method to send estimates, quotes, sales orders, invoices, and credit memos among other records to the customer. However, it is often desired add a personal message to the email along with the transaction record.

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  • Merging or Deleting Duplicate Records in NetSuite

    The integrity of your data is fundamental to users having the most current and correct information with which to work. Data can sometimes be entered that results in potential duplicate records in NetSuite. NetSuite provides the ability to detect and manage duplicate records.

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  • Record QuickView

    Need a few more minutes on your day? Begin using QuickView!

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  • Creating a Shared, Group Calendar in NetSuite

    wo of our customers recently asked us how to set one calendar as the default for all employees to share, thereby allowing everyone to easily view company-wide schedules and events in one place. They had mistakenly assumed that by having an individual share her or his individual calendar in NetSuite, this would perhaps create one shared calendar for all employees to see.

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  • Dashboard Charting Enhancements

    Version 2012. 2 includes significant enhancements to dashboard charts. These changes make all charts more visually appealing, and simplify report snapshot and trend graph configuration.

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  • Password Strength Checker

    NetSuite provides feedback on the strength of passwords you create for your own login, as well as passwords you create to give access to other users of your account.

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  • Attaching Outlook Messages to NetSuite Records

    Increasingly, many NetSuite users are looking for ways to streamline their communication processes with customers, vendors and partners. Email remains a popular method of communicating, and for many, it lives primarily in Outlook. NetSuite has long offered a sync client for Outlook users, but the latest version of NetSuite for Outlook, version 3.0, is the best yet. It is compatible with the latest major versions of Outlook (2007, 2010, 2013) and Windows (XP, Vista, 7, 8) and supports both 32 and 64 bit versions of the software.

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  • Memorizing Transactions

    Memorized transactions reduce data entry and serve as a useful reminder. When you memorize a transaction, you setup the transaction to recur over time. You have the option to define whether the transaction automatically posts or if you are reminded to post it. You can set the frequency of the posting/reminder and the number of times.

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  • Adding Files to Records Using File Drag & Drop Bundle

    File Drag & Drop enables you to upload single or multiple files from your desktop to the file cabinet or to a record page. It can also be used to attach multiple files directly to editable sublists of supported records and custom records.

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  • Approval Routing Feature

    To require that purchase and expense transactions are approved before they are processed, you must access the Approval Routing feature in NetSuite.

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  • StickyNotes SuiteApp

    he StickyNotes SuiteApp lets you create and track notes on record pages. This feature fosters improved collaboration in team environments by enabling shared notes and responses. Notes can be made public to anyone with access to the record page, can be shared with only specific people or can be private for personal use. When dealing with multiple notes at a time, you can manage them on a board where you can sort, filter, archive, delete, reply or search while alternating between grid and sort views. Some common use cases for StickyNotes include:

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  • Placement of Custom Fields on Transactions

    Many customers create custom fields for transactions to track and store custom information, validate user processes, or alert users to special transaction requirements. Generally these fields are placed in the main "header" section of the form, or on one of the subtabs. One problem with these custom fields, however, is ensuring users notice them and provide a value when needed, as not every field can be made mandatory depending on business requirements.

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  • Default Landing Page on Login

    NetSuite's Dashboards represent a powerful tool for staying on top of important business metrics. The dashboard can display reports, lists of data, action items for the day, and reminders to help keep track of a user's activities. Many NetSuite customers will customize not just the Home Dashboard, but also the other Tab Dashboards (Transactions, Reports, Activities, etc.). For many organizations, the "primary" Dashboard is NOT the Home Dashboard, but, instead, is one of these other Tabs.

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  • Extending the use of the Mass Update feature

    If you have been using NetSuite for any length of time, you may be familiar with the Mass Update feature. If you haven't looked recently, the list of pre-built updates in NetSuite has grown considerably. It is worth the time to look over the additional types of updates available. To view all the update types go to: List>Mass Update>Mass Updates.

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  • System Preferences Audit Trail

    In some occasions, multiple users are granted Administrator access to a NetSuite account. While this provides easy access and control for certain business scenarios, it has historically meant that certain configurations could be performed by a variety of users without any knowledge of who made those changes and when.

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  • Filtering the List of Items Available on Transactions

    While NetSuite's default behavior is to display all active items in the Item dropdown on a Transaction, many customers wish to filter this list depending on business requirements.

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  • Creating Custom Printed PDF Layouts

    NetSuite provides a default "layout" for all transaction types which organizes the content (ie: address, order details, logo, items) into the various elements on the page. This allows users to begin using the system right out of the box without customization. Some customers, however, require special or differently organized information be displayed on their Invoices, Receipts, or other transaction forms- both internal and customer facing. NetSuite provides an easy-to-use interface for customizing transaction layouts, allowing users to tailor the look and feel of their printed forms to meet each business' unique requirements.

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  • Setting Custom Reminders

    The NetSuite Reminders portlet can be a very useful tool for providing links to relevant information only when it becomes relevant. Rather than occupying valuable Dashboard space with multiple saved searches, the Reminders portlet only tells you action is required when action is required. With the v. 2009.1 release, NetSuite has added the ability to create custom Reminders to work in your Reminders portlet. By defining a saved search and configuring the Reminders portlet using the steps below, you can tap into the usefulness of the Reminder's Portlet with your own custom search criteria.

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  • Form Customization Best Practices

    Have you ever wanted to hide the "Custom Form" field on your entry forms or transaction forms in NetSuite? Here is a five step method for more easily managing your custom forms and for making sure that all users are using the same form. This solution best fits those companies where one form is primarily used for the respective record type entry vs. multiple forms for record types depending on entity associated with the form, etc.

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  • NetSuite 2009.1 Mass Update Enhancements

    Last month Explore provided a tip on NetSuite's 2009.1 Global Search Enhancements. This month we would like to show you how NetSuite has enhanced the Mass Update functionality to make it even more powerful.

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  • NetSuite 2009.1 Global Search Enhancements

    Have you ever wanted to customize the result columns displayed for a particular record type for the Global Search Results? With NetSuite v.2009.1, you can now customize the global search results on a per record type basis.

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  • Email Preferences

    NetSuite makes it possible to control how your outbound email signature looks. If you are like many companies, emails are sent from NetSuite and your regular email tool like Outlook. Regardless of the system you send from, having identical signatures at the bottom is important. This is one four email preference you can set and we will go through each.

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  • Disseminating Reference Information in NetSuite for Internal Users

    Companies are always looking for ways to disseminate information through the company. In large measure that is what NetSuite is all about, 'information', such as transactions and customers information. But what about general reference information like company procedures, sales tools and HR information? Where can it be placed it in your NetSuite account where users can easily find and reference it. Adding a custom tab to your NetSuite account is a great way to put together information for internal users. In the following example we will add a custom tab with a few different types of content. After showing how to add a few different types of information we will give examples of what else can be placed into these tabs.

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  • E-mail Option Button on Transactions & E-mail Preference

    Many NetSuite users were not happy with the inconsistency between the E-mail option button in the body of a transaction form and the e-mail option button on the messages sub-tab.

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  • Account Usage Information

    NetSuite now offers customers a great new feature with regards to account usage through the Billing Information screen. This allows users to look more deeply into the usage of their NetSuite account. This allows for closer monitoring of required resources to determine if more storage, users, or modules are required. To access this information start on the Setup tab: Setup > Company > View Billing Information. This will bring you to a page with 4 tabs of information about your NetSuite usage. Additionally listed along the top of the main Billing Information is the Anniversary Date for your NetSuite account.

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  • Lists Preference Settings

    You may have noticed in NetSuite, that in some cases you will find a field based on a list of values that gives you a convenient dropdown list, and in other places you only get a popup window. Take a look at the two pictures below of the same sales order form. In the first shot, a little button is shown, and in the second shot of the same field, the dropdown option is gone. What controls this change in behavior?

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  • CSV Import Improvements for Mac

    With the upgrade to version 2007.1, NetSuite has made it easier to import CSV documents from your Mac. NetSuite's CSV Import Assistant has been improved to include a new character encoding option for MacRoman to support Mac Excel CSV format. This makes uploading CSV files by Mac users an easier process.

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  • Global Search Auto Suggest

    With the new Global Search Auto Suggest feature available from Version 2007.0, searching has never been faster. When you enable this feature, you can scroll through a list box of suggested matches as you type into the Global Search field. You can quickly select one of the suggested matches by using the mouse, or the up and down arrows, and select from a list using the mouse, Enter, or Tab.

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  • CSV Import Assistant Overview

    The new CSV Import Assistant helps you import business and customer data from comma-delimited CSV files for common record types. The Import Assistant replaces the rigid, template-based import page from previous versions and is designed to provide an easier, faster, and more robust way to import and manage data in NetSuite. With the CSV Import Assistant, you simply select a record type for import (and subtype, if applicable) select one or more CSV files, select data handling options, map your fields to NetSuite fields, and start your import.

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  • Outlook Integration – Automatically save email threads in Outlook

    With the Outlook Integration feature, you can save both messages that you are sending and messages that you have received directly into relationship records in your NetSuite account.

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  • Publishing Dashboards

    You can customize dashboards and apply them to your employees' accounts. Publishing dashboards allows you to make sure that everyone with the same NetSuite role views the same information. This also saves time by allowing one person to set up every team member's dashboard.

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  • Date Shortcut – a time saver tip

    Here's another great Time Saving shortcut! In any date field you can simply click inside the box and hit "T" for today's date to appear and "Y" for yesterday's date to appear.

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  • Reporting on Employee Time by Customer Invoices Paid

    NetSuite does not currently support reporting on Employee Time by Invoices Paid. Read this month’s NetSuite tip to learn our suggested workaround solution!

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inventory & manufacturing

  • Quantity Pricing

    Quantity based pricing lets you automatically apply different sales prices to items that depend on the quantity being sold. This enables you to easily offer discounts to customers who buy in bulk.

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  • Assigning Preferred Vendors in NetSuite

    You can assign a preferred vendor for items for purchase or resale. This can make things easier in that when you create a new purchase order, the preferred vendor of the first item will be selected. In addition, if you drop ship an item, NetSuite will automatically use the preferred vendor.

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  • NetSuite 2012.1 Feature – RETURN LABELS

    Many of Explore Consulting's customers have been looking for a way to streamline their returns management process while improving customer service.

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  • Editable Work Orders

    There are many exciting, new features and enhancements in NetSuite Release 2012.1. This particular feature is one many Explore Consulting customers will find especially helpful.

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  • Workflow to Autoset Shipping Method Based on Items

    This tip shows how to create a workflow that will automatically set a pre-defined shipping item based on the type of items selected in the sales order.

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  • Restricting Items on the Sales Order Form

    This tip shows how to restrict the view of specific list items on sale order forms.

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  • Component Where Used Inquiry

    A new feature as of the 2013.1 release is the component where-used inquiry. A component is any item (Inventory, Non-Inventory, Service, etc) that is a portion/part of an assembly or consumed during the process of building that assembly. All components that belong to an assembly are listed in a Bill of Materials (BOM) report. However, in order to report the other way and see all of the assemblies that a specific component is a part of, you must run a where-used inquiry report.

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  • Intelligent Order Allocation

    Some companies have a select group of customers who comprise a significant portion of their sales and warrant a certain level of VIP treatment. With the 2013.2 release, it's easier to maintain good customer relationships with your most important customers by ensuring timely fulfillment of their orders. Rather than having to follow a first-come, first-served rule, items can now be shipped based on commitment priority designated by you. This new option will allow you to assign priority numbers per customer, and then the system will calculate expected ship dates based on inventory item availability and priority standing.

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  • Work Center Calendars

    Work Centers can help manage resources by grouping them together and applying that group to a specific step in a manufacturing process. Works Centers are static NetSuite groups which are designated as manufacturing work centers. A newer feature in NetSuite allows you to further refine and manage work centers by being able to apply a work calendar to each work center. This can help improve production resource planning.

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  • Planning Time Fences

    Using a planning time fence can help improve how NetSuite suggests supply orders. Planning time fences help to prevent short term changes to existing material plans by protecting existing orders on the material plan within the time fence. A planning time fence, like a lead time, can be setup for purchasing materials.

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  • How to Credit a Drop Shipment Vendor Bill Without Affecting the Inventory

    When a customer wants to return an item that they received directly from the vendor via a drop-shipment, the return in NetSuite can be processed without affecting the inventory records.

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  • Setting Items to Calculate Quantity Discounts by Pricing Group

    Calculating quantity discounts in NetSuite often involves one of two paths. The first path sets quantity prices on the item record with actual amounts.

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  • Demand-based Inventory Replenishment

    Since version 11, NetSuite provides intelligent control over inventory replenishment, helping ensure that you have enough quantity on hand to fill anticipated orders, but keep excess stock to a minimum.

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marketing & sales

  • Single-Use Coupon Codes

    You can create single-use coupon codes that allow you to personalize your promotional campaigns and email marketing by providing each recipient a unique coupon code that can only be used once.

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  • Advanced Promotions

    One of the SuiteApps developed and made available by NetSuite is the Advanced Promotions Bundle (NOTE: You must enable the "Promotion Codes" feature before you can use this bundle). This bundle further enhances the standard functionality within NetSuite that provides options for creating and managing promotional offers. With this SuiteApp, NetSuite allows you to create tiered promotions that offer increased discounts based on the number of items sold or on the order totals.

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  • Improve your E-mail Marketing Campaigns with DKIM

    One of the most powerful ways to stay in touch with your customers is with NetSuite's e-mail marketing campaigns. This functionality provides an easy way to let you stay in touch with your customers for promotions, special events and important information that you just want them to know.

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  • Free Shipping With An Item

    You can offer free shipping promotions when your customers buy certain items. When you use this preference, the shipping for the entire order automatically changes to zero when the item or items are added to the cart.

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  • Campaign Subscription Categories

    With the Campaign Subscription Categories feature available from Version 2007.0, customers and others with whom you communicate via bulk email, can choose which types of campaign communication they want to receive. When you turn on this feature, you can create your own campaign subscription categories in addition to the following default subscription categories - Billing Communication, Marketing, Newsletters, Product Updates, and Surveys.

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  • Partner / Affiliate Capabilities in NetSuite

    Included in the standard NetSuite account is the Partner Center Role for partners. A partner is a company you have a business agreement with who isn't a customer or a vendor. The Partner Center role lets your partners view their Customers, Sales and Promotion Codes and reports.

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  • Coupons/Discounts Promotions in NetSuite

    With Version 11.0 you can create Coupons and/or Discounts that are only valid on certain items, or alternatively valid on all items except for a few specified items. For example, you can have a 10% off coupon on cables and a 20% off coupon on keyboards.

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  • Relationships as Individuals or Companies

    When you create a customer, partner, vendor or other name record, choose whether this record is for a company or an individual in the Type field. Your selection determines which information is recorded on this page.

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  • Associating Promotion Codes to Items

    The functionality to associate promotion codes directly to an item or group of items has been released in NetSuite Version 11. This makes it possible to create promotion codes that will deduct a flat rate or percentage off only the items specified. There is also an option to 'Exclude Items' for scenarios where a promotion code will be associated to all items except the specifed items.

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  • Using NetSuite Custom Code for Intelligent Online Forms

    Publishing NetSuite online forms is a powerful and simple way to capture information from your customers, vendors, employees, or any other entities. These forms provide a secure and efficient way for you to automate the process of gathering data and can be used for a host of initiatives including Online Surveys, Reviews, RSVP Forms, or Questionnaires to name a few.

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scripting & workflows

  • Easy to Build NetSuite Workflows That Solve Common Business Needs

    NetSuite Workflow Builder is a powerful tool that allows a user to automate processes and enforce company business rules without having to write extensive SuiteScript code. Workflow Builder provides a point-and-click interface for implementing complex multi-state workflows unique to your business, and this tip provides three simple use cases for common business needs that can be solved easily using this tool.

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  • Graphical Workflow Editor in NetSuite Version 2014.2

    As of NetSuite Version 2014.2, SuiteFlow includes a redesigned graphical Workflow Editor. The redesign enhances productivity and ease of use. During workflow development, users can utilize the new drag and drop feature to visualize, model, and implement business processes, as well as access most properties with a few clicks.

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searches & reports

  • Effect of Date/Period Mismatches on Reconciling A/R and A/P Reports to Balance Sheet

    NetSuite allows transactions to be entered on dates outside of the transactions posting period. This preference becomes useful when revenues or expenses are incurred during a certain period but not entered in a timely manner. However, this preference has caused confusion during month-end reconciliations to the Balance Sheet. Since A/R and A/P reports are not considered Financial Reports, these reports default to a date range and not a period range used by the Balance Sheet.

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  • Report by Period or Report by Date

    Different scenarios require different reporting metrics.

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  • Case function in formula fields

    At times when building a saved search it can be advantageous to change the display of a field based on the values present in another.

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  • NetSuite Saved Searches as Pivot Tables

    One of the great features of NetSuite is the "Export to Excel" function which allows users to export data to Excel. Using this feature, users can export a large set of data to Excel and manipulate that data outside NetSuite using Pivot Tables and other formulas.

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  • Custom KPI

    NetSuite's Key Performance Indicators portlet is a terrific tool for staying on top of your critical business metrics. Using real-time data, the Key Performance Indicator allows users to display metrics on individual aspects of your business, compare those metrics over time, and flag those values that are outside of the norm. Using the Key Performance Indicators portlet, you can filter out the "noise" of the details, and gain a relevant, summarized view of only those key business metrics you need to help drive important business decisions.

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  • Profit Margin Percentage on Income Statement

    This tip shows how to add a margin percentage line in the income statement. This will enable you to see what your profit margins are from various sales channels at a glance.

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  • Creating Custom KPI Scorecards

    NetSuite allows the creation of KPI (Key Performance Indicator) Scorecards which can be displayed in the KPI Scorecard dashboard portlet. You can create multiple KPI Scorecards for the various roles you have defined in your organization. Custom KPI Scorecards allow users to quickly compare multiple, complex KPI's across multiple date ranges or accounting periods.

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  • Global Search Prefixes

    NetSuite's Global Search is one of the most powerful tools in the system. This single field, which displays on all pages in NetSuite, provides quick access to almost every record, page, report, and search in the system. There are several tricks that are helpful to know about the NetSuite Global Search that can make everyday use of NetSuite much easier.

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  • Get more from a Saved Search using Summary/Detail Results

    The creation of summary level search results with drill-down capabilities is a very powerful method for simplifying complex sets of data. Summary level searches can help answer key business questions such as:

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  • Summary Criteria in Saved Searches

    Many customers look for ways to target marketing messages at their highest performing customers. As an example, let's say a user is putting together a marketing campaign to target Retail customers who spent more than $5,000 with your business in the last quarter. While Category and Date Range are standard, the $5,000 threshold requires a slightly different approach. In this case, a user will need to use a combination of standard criteria and summary criteria in order to retrieve an appropriate list of results.

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  • Using Report Snapshots

    Often overlooked in NetSuite, yet easily deployed is the ability to take your favorite report and place a snapshot of it on your dashboard. For information you reference frequently, snapshots can save a lot of time by making the report readily available. To publish a snapshot, perform the following steps:

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  • Excel Web Query

    To help you operate more efficiently without constantly relying on a technical staff to provide custom reports and key metrics in a specific format, NetSuite provides the ability to create "Web Queries". They allow you to pull real-time data from any NetSuite report into Microsoft ® Excel. This gives you a powerful and familiar environment for crunching numbers and generating highly customized reports from your NetSuite data.

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  • KPI Scorecards Track and Compare Metrics all Year

    The KPI Scorecards feature allows you to add a portlet to your dashboard that shows the results of multiple KPIs (Key Performance Indicators) for multiple date or period ranges within a single portlet. The scorecard-like functionality also allows you to compare one KPI to another within the same portlet. For example, a sales manager can track the sales of multiple sales team simultaneously. In our example, we are providing a KPI displaying Revenue Target Metrics for members of the Board of Directors.

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  • Long Running Reports

    If you have a long running report that you don't want to wait around for, you can now initiate it, and come back later to review the results. Further, you can be alerted via email once the results are available.

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  • Report Scheduling

    You can now set up any report to e-mail automatically! Simply set up a schedule stating how often you would like each report to run and who it should be sent to. Have the report sent every day, week, month, year, or set of weekdays. View and edit your set of Report Schedules at any time. Other enhancements include the ability to run long-running reports while you work on other tasks. View the report when you're ready.

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  • Working with Custom Segments in SuiteGL

    A new feature in the 2015.2 release is the Custom Segments feature that allows you to create custom classification fields similar to class, department, and location.

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support

  • Tiered Case Categories

    Here is a method to assign tiered case category and sub category to cases. Adding tiered category will allow you to track issues in greater detail.

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  • Using Support Case Assignment Rules

    You can create and utilize assignment rules to automatically route support cases to specific support representatives based on specified criteria.

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  • Using Support Case Escalation Rules

    You can create and utilize escalation rules to route important support cases to specific support representatives (or managers) in order to expedite their closure or to ensure that the customer receives a certain level of care.

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  • Merging Duplicate Support Cases

    Customer satisfaction is more important than ever for business success. As your company grows however, duplicate support cases may emerge while your customer service representatives try to resolve open cases as quickly as possible. With NetSuite Version 2013.2 release, duplicate support cases are much easier to manage. Customer service representative resources can be better optimized since they will no longer have to do manual copy-and-paste actions between the master and duplicate case records.

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web & ecommerce

  • Secure Customer Domains for Web Store Checkout

    Currently, this feature is only available in limited release for Enterprise Edition customers. Call Explore Consulting to find out more information on Enterprise Edition.

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  • Descriptive Image URLs and Descriptive URL Enhancements

    Previously, descriptive URLs were only available for item, tab, and category records. In Version 2011 Release 1, the URL Component field now appears on image file records as well. Now, you can include images when you run the Bulk Set URL Component task to construct descriptive URLs for your site.

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  • New NetSuite Module — Custom Checkout Domains

    After a long wait for many customers, NetSuite recently released a new add-on module that allows customer to use a truly custom checkout domain. This new feature allows webstores to keep the checkout process on their branded domain name.

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  • File Download with online form

    NetSuite provides the ability to download a file after completing an online form. This is a common approach many companies take to gain new leads. Frequently, an email will showcase a white paper, case study or presentation. Before you can download the file you will be required to complete a form with your name, email address etc. Many people are reluctant to share this information, for good reason. Identity theft and junk mail are valid concerns. Implemented correctly, however, prospects will see the value and share their contact information with you. First you must build credibility and provide something they value. Qualified leads are generated this way because their willingness to complete the form is an indication they have interest in your services/products or at minimum the content in your download.

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  • Search Engine Optimization (SEO) with NetSuite

    There are several ways to improve the ranking of your website in search engine listings. A NetSuite-generated site will rank higher than other dynamic sites because you can change your own meta tags, Alt image tags and page titles.

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  • Multi-Website Capabilities in NetSuite

    One of the most significant and robust of these features now offered is multiple website publishing. Created from a single NetSuite account, each site can have its own unique domain and branding, along with separate Shopping Cart and My Account areas. In addition, each site will include its own individual Web Site Set Up, allowing for every website to have its own look and feel, including different layouts and templates.

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  • Increase Your Exposure Through Website Product Feeds

    You can increase the exposure of your Web site and items by exporting lists of items to Web site comparison search engines, Yahoo Shopping, NexTag, Shopzilla, Shopping.com and Froogle. These search engines display your items and information in shoppers' search results.

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  • Gift Certificates

    Did you know with the new Gift Certificates feature in Version 11.0, you can create items that allow customers to purchase store credit to send as a gift? The recipient can use the gift certificate code when placing an order through the Web store or with a sales representative. Gift certificates can be applied toward the total amount of an order and are not limited by item. If the total amount of the gift certificate is not applied with the first purchase, the amount remaining is displayed with order confirmation, and the certificate code can be used again. Recipients of gift certificates receive an email with a link to your store and a code to apply the gift certificate amount when they place an order. The gift certificate code is entered in the Gift Certificate field on transactions and in the Web store.

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  • Minimum Order Amounts

    You can set a minimum order amount for orders placed through a NetSuite e-commerce website. If customers attempt to place an order below the set amount a message will be displayed on the final review and submit order screen of the checkout process.

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