NetSuite Functional Training

Course Description

Introduction to Cloud Computing & Netusite

What is Cloud Computing?

What is Netsuite?

What is Netsuite Functional & Technical ?

What are the core components in Netsuite like ERP, HCM, CRM?

Which component has maximum job Openings?

What is the scope of this Netsuite course?

Where does Netsuite stand (Compared to other competitors)?

Naukri and Monster job openings

Salary report from Indeed & Payscale

A walkthrough on the course content.

 

What is Netsuite?

Short Netsuite Demo with a Real time Project

Navigation

Important options and Shortcuts in the tool

What’s the Architecture, SOA, Client server or Cloud

Netsuite Cloud?

 

How to Access Netsuite?

Supported Systems (Is Windows, Linux, Mac supported)

What is the Alternative it it’s not Supported(Virtualbox)

Supported Databases

Integration with other tools.

Limitations

 

 

Netsuite 2016 Core Functionality

Accounting and Back-Office Processes

Using NetSuite basic functionality

How Does NetSuite Fit Chatham’s Business (Case Study)

Overview of OneWorld

Navigate the Application

Set Up Company Preferences

Understand NetSuite Data Model

Roles, Permissions and Users

Customization: Subtabs, Lists and Fields, Forms and Records

Migrate Your Data

Data Integrity

Accounting Management

Multiple Currencies

Tax Information

Items

Pricing

Order Management

Fixed Assets

Accounts Receivable (AR)

Purchasing

Accounts Payable (AP)

Perform Banking and General Ledger (GL) Tasks

Period and Year End

Revenue Recognition

Expense Allocation

Reports and Searches

Design Dashboards

Sales Force Automation and Online Customer Forms

Customer Support and Case Management

 

 

Financial Reports, searches And Kpis

Using Standard Reports

Customizing Standard Reports

Financial Statements Overview

Financial Statement Layouts

Standard Matrix Reports

Financial Matrix Statements

 

Creating Saved Searches

Create Saved Searches

Add In-Depth Analysis

Publish Saved Searches

 

Key Performance Indicators

Using Standard KPIs

Create and Use Custom KPIs

 

 

Analyzing Operational Performance

Set-Up KPI Scorecards

Realize Smart Dashboards

 

Customization And Suite Cloud Developement Tools

Introduce NetSuite Architecture

Introduce SuiteCloud Platform

SuiteBuilder – Tailor your Business

SuiteFlow – Automate Business Processes

SuiteScript – Extend NetSuite with JavaScript

SuiteTalk – Integrate Applications

Identify Integration Options

Evaluate Customization Tools

SuiteBundler – Package Customizations

 

NetSuite navigation

Login to Netsuite

Set your preferences

Setup your dashboard

Use global search

Use Netsuite help

 

Setup Company Prefernces

Set company information

Enable Features

Rename Records & Transactions

Turn off Auto Generated number

Set company preferences

Set printing, Fax, and Email Preferences

 

Create Customer records and enter contacts

Enter contact create customer records

Create vendor records

Enter new Employee

 

Netsuite roles and permissions

Role Customization

Add a netsuite users

View the login Audit Trail

 

Netsuite Customization

Subtabs, List and Fields

Create custom forms

Create custom records

 

Migrate your data

Double check auto generated number

Import customer

Update Customer

Create custom import template

 

 

Data Integrity

Merge duplicate records

Schedule a Mass update

Create Saved Search

Setup and use direct list edit

Create dependent dropdowns

 

Inventory Management

Setup Items

Create Inventory Items

Create a Non-Inventory Items

Service Items

Other type of Item

Enter Inventory Quantities

Inventory Transfer

Inventory Adjustment

 

Setup Pricing

 

Enable Pricing features

Create a price level

Add price level to Items

Setup quantity based pricing scheduled

Generate price list

Use sales transactions to demonstrate pricing schemes

 

 

Order Management

Define order management preference

Enter a sales order

Approval

Fulfil sales order

Pick

Pack

Ship

Invoice

Cash Sales

Accept customer payment

Issue a return authorization

Make a bank Deposit

 

 

Purchasing Overview

 

Enter Purchase Order

Receive all items on a purchase order

 

Account Payable and Overview

 

Define accounting preferences

Bill a purchase order

Enter and approve a purchase order

Pay a Bill

Print a check

 

Banking and Genral Ledger

 

Make Journal Entries

Memorize a transaction

Close Accounting Periods

Identify a pre-built reports

Saved Searches for reporting

Design Dashboard configuration

 

 

Sales force Automation

 

Setup Employee as a sales rep

Set sales force automation preference

Create customer sataus

Create sales rules

Create sales territory

Create an online forms

 

WorkFlow

Event Type workflow

Scheduled Workflow

 

Saved Searches

Reminder using saved search

Email Saved Search

Schedules saved search

Formula Saved search

Graphical representation of saved search

Saved search reports

Watch Demo Video

Training Options

Curriculum

Call a Course Advisor

Course Key Features

Testimonials

Course Related FAQ's

Course Description

In this course, our expert trainer will help you become a master in all the areas of NetSuite functional. During this NetSuite functional course, you will gain in-depth knowledge of the areas such as NetSuite fundamentals, Suite Analytics, Financial Reports, Application Configuration, Financial Management, etc.

NetSuite Functional Training can connect with your current web ventures and likewise CRM, giving you with a cloud budgetary administration framework gotten into your far-reaching business frameworks. Get NetSuite Functional training from expert professionals who provide learners with the hands-on expertise necessary to work on NetSuite Functional.

Course Curriculum

  • What is Cloud Computing?
  • What is Netsuite?
  • What is Netsuite Functional & Technical ?
  • What are the core components in Netsuite like ERP, HCM, CRM?
  • Which component has maximum job Openings?
  • What is the scope of this Netsuite course?
  • Where does Netsuite stand (Compared to other competitors)?
  • Naukri and Monster job openings
  • Salary report from Indeed & Payscale
  • A walkthrough on the course content.
  • Short Netsuite Demo with a Real time Project
  • Navigation
  • Important options and Shortcuts in the tool
  • What’s the Architecture, SOA, Client server or Cloud
  • Netsuite Cloud?
  • Supported Systems (Is Windows, Linux, Mac supported)
  • What is the Alternative it it’s not Supported(Virtualbox)
  • Supported Databases
  • Integration with other tools.
  • Limitations
  • Accounting and Back-Office Processes
  • Using NetSuite basic functionality
  • How Does NetSuite Fit Chatham’s Business (Case Study)
  • Overview of OneWorld
  • Navigate the Application
  • Set Up Company Preferences
  • Understand NetSuite Data Model
  • Roles, Permissions and Users
  • Customization: Subtabs, Lists and Fields, Forms and Records
  • Migrate Your Data
  • Data Integrity
  • Accounting Management
  • Multiple Currencies
  • Tax Information
  • Items
  • Pricing
  • Order Management
  • Fixed Assets
  • Accounts Receivable (AR)
  • Purchasing
  • Accounts Payable (AP)
  • Perform Banking and General
  • Ledger (GL) Tasks
  • Period and Year End
  • Revenue Recognition
  • Expense Allocation
  • Reports and Searches
  • Design Dashboards
  • Sales Force Automation and
  • Online Customer Forms
  • Customer Support and Case Management
  • Using Standard Reports
  • Customizing Standard Reports
  • Financial Statements Overview
  • Financial Statement Layouts
  • Standard Matrix Reports
  • Financial Matrix Statements
  • Create Saved Searches
  • Add In-Depth Analysis
  • Publish Saved Searches
  • Using Standard KPIs
  • Create and Use Custom KPIs
  • Set-Up KPI Scorecards
  • Realize Smart Dashboards
  • Introduce NetSuite Architecture
  • Introduce SuiteCloud Platform
  • SuiteBuilder – Tailor your Business
  • SuiteFlow – Automate Business Processes
  • SuiteScript – Extend NetSuite with JavaScript
  • SuiteTalk – Integrate Applications
  • Identify Integration Options
  • Evaluate Customization Tools
  • SuiteBundler – Package Customizations
  • Login to Netsuite
  • Set your preferences
  • Setup your dashboard
  • Use global search
  • Use Netsuite help
  • Set company information
  • Enable Features
  • Rename Records & Transactions
  • Turn off Auto Generated number
  • Set company preferences
  • Set printing, Fax, and Email Preferences
  • Enter contact create customer records
  • Create vendor records
  • Enter new Employee
  • Role Customization
  • Add a netsuite users
  • View the login Audit Trail
  • Subtabs, List and Fields
  • Create custom forms
  • Create custom records
  • Double check auto generated number
  • Import customer
  • Update Customer
  • Create custom import template
  • Merge duplicate records.
  • Schedule a Mass update.
  • Create Saved Search.
  • Setup and use direct list edit.
  • Create dependent dropdowns.
  • Setup Items
  • Create Inventory Items
  • Create a Non-Inventory Items
  • Service Items
  • Other type of Item
  • Enter Inventory Quantities
  • Inventory Transfer
  • Inventory Adjustment
  • Enable Pricing features
  • Create a price level
  • Add price level to Items
  • Setup quantity based pricing scheduled
  • Generate price list
  • Use sales transactions to demonstrate pricing schemes
  • Define order management preference
  • Enter a sales order
  • Approval
  • Fulfil sales order
  • Pick
  • Pack
  • Ship
  • Invoice
  • Cash Sales
  • Accept customer payment
  • Issue a return authorization
  • Make a bank Deposit
  • Enter Purchase Order
  • Receive all items on a purchase order
  • Define accounting preferences
  • Bill a purchase order
  • Enter and approve a purchase order
  • Pay a Bill
  • Print a check
  • Make Journal Entries
  • Memorize a transaction
  • Close Accounting Periods
  • Identify a pre-built reports
  • Saved Searches for reporting
  • Design Dashboard configuration
  • Setup Employee as a sales rep
  • Set sales force automation preference
  • Create customer sataus
  • Create sales rules
  • Create sales territory
  • Create an online forms
  • Event Type workflow
  • Scheduled Workflow
  • Reminder using saved search
  • Email Saved Search
  • Schedules saved search
  • Formula Saved search
  • Graphical representation of saved search
  • Saved search reports
Request for more information

Features

  • Lifetime access
  • Lifetime video access
  • Real-time case studies
  • The Project integrated into the curriculum
  • 24*7 Support from our team of administrators

Training Options

Self Placed

Unlimited Access

249

  • Advanced sessions
  • Interview Q&A
  • Free Study Materials
  • Premium Technical support

Instructor Led Live Traning

Unlimited Access

599

  • Live instructor
  • Advanced sessions
  • Interview Q&A
  • Premium Technical support

Corporate Training

Unlimited Access

699

  • Live instructor
  • Advanced sessions
  • Interview Q&A
  • Premium Technical support

Testimonials

HAPPY STUDENTS

The experience has been extremely satisfying. I like the interaction method and how the instructor acknowledges to subjects and provide feedback in real time.

Ed Peter

The live instructor was absolutely incredibly gentle and executed all our doubts. The course with Mind Matricks has admittedly been a great encounter because of the way the instructors emphasized the topics in an easy method.

Shilpi Brar

The way Mind Matricks conducted Instructor LED live training was really magnificent and very engaging and clear. The dedicated customer support is very well organized.

Kshitij Singh

My instructor was especially very patient and executed to address all our uncertainties. The course with Mind Matricks has admittedly been a great knowledge because of the process the trainers emphasized the points.

Max Richard