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Topics covered In this webinar:
- NetSuite Language - Key terms
- Navigating NetSuite - Menu, how to navigate, how to search
- Set Preferences - Email Signature, Appearance, etc.
- Using the CRM - Activities, Reminders, Emails, File Cabinet
- Email Templates & Mail Merges
- Data in NetSuite - Entities, Items, Transactions
- Entry & Transactions Forms - Sales Order / Invoice, Purchase Order / Bill
- Form layouts - Basic & Advanced
- Lead / Prospect / Customer overview
- Sales Order process
- Purchasing process
- Financials
- Users & Licenses
- Roles & Permissions
- Importing data & data integrity
- Reports / Saved Searches / SuiteAnalytics Workbook
- Dashboards
- Other things to know
- NetSuite shortcuts & tips