Basics Of Netsuite by Cris Morfopoulos
Published 11/2023
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 5.13 GB | Duration: 4h 13m
NetSuite
What you'll learnLearn the Basics of NetSuite
Learn how to do basic Saved Searches
Create new records
Learn how to manage emails in NetSuite
RequirementsNone
DescriptionThis course is meant for any new NetSuite users, covering the basics of Dashboards, Saved Searches, Reports, Navigating Records, Emailing Records, the Chart of Accounts, etc. The entirety of the course can be done in under 4 hours, so it is a rapid way to go from zero NetSuite experience to a solid grounding on how to navigate NetSuite and use its basic tools.The curriculum is broken down into almost 50 videos that each cover a specific aspect of NetSuite. The lessons are intended to serve as a 1-on-1 tutor guided approach. Everything is taken step-by-step and explained in terms of practical use. The lessons are also grouped by subject, so if a subject is not applicable, you can skip it and continue on to a more helpful topic.I posted this course on Udemy after checking out the "Learn NetSuite in 10 days" course and realizing what garbage people were paying for as "good NetSuite training." Needless to say, my Basics of NetSuite course is recorded with professional equipment and there is nothing that will distract from your learning experience.If you are already familiar with NetSuite, check out my Administrators Course which is perfect for NetSuite Admins as well as aspiring consultants.
OverviewSection 1: Introduction
Lecture 1 Introduction
Section 2: Logging In
Lecture 2 Logging In - Temp Password
Lecture 3 Changing Login Details
Lecture 4 Logging In - Emailed Link
Lecture 5 Two-Factor Authentication
Section 3: Dashboards
Lecture 6 Home Dashboard Overview
Lecture 7 Role-Specific Dashboards
Lecture 8 Customizing the Dashboard
Lecture 9 Customizing Portlets
Lecture 10 Reminders Portlet
Lecture 11 Quick Search Portlet
Lecture 12 Setting User Preferences
Section 4: Employee Center
Lecture 13 Employee Center Overview
Lecture 14 Time-Sheet Logging
Lecture 15 Expense Reports
Section 5: Global Searches
Lecture 16 Global Searches Overview
Lecture 17 Global Search Tips & Tricks
Section 6: Basics Features
Lecture 18 Navigating Records
Lecture 19 Creating New Customers
Lecture 20 Creating New Cases
Lecture 21 Managing Activities
Lecture 22 File Cabinet
Section 7: Process Flows
Lecture 23 Process Flows Overview
Lecture 24 Lead to Quote
Lecture 25 Order to Cash Process Flow
Lecture 26 Order to Cash Example
Lecture 27 Procure to Pay Process Flow
Lecture 28 Procure to Pay Example
Section 8: Classifications
Lecture 29 Classifications Overview
Section 9: Accounting Basics
Lecture 30 Accounting Basics Introduction
Lecture 31 Key Financial Statements
Lecture 32 Chart of Accounts Overview
Section 10: Reports
Lecture 33 Reports Overview
Lecture 34 Reports Features
Section 11: Saved Searches
Lecture 35 Saved Searches Overview
Lecture 36 Basic Saved Search
Lecture 37 Saved Search Portlet
Lecture 38 Saved Searches - Audiences
Lecture 39 Saved Searches - Emails
Section 12: Emails
Lecture 40 Email Templates
Lecture 41 Sending Emails
Lecture 42 SuperSync Emails
Section 13: Items
Lecture 43 Item Types
Section 14: NetSuite Help
Lecture 44 Help Overview & Help Center
Lecture 45 SuiteAnswers
Lecture 46 Field-level Help
Lecture 47 Additional Help Resources
Section 15: Course Close
Lecture 48 Course Close
New NetSuite users
Screenshots
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