According to statistics compiled by internet giant Oracle in July 2022, more than 28,000 companies around the world use NetSuite, thus making it the most popular enterprise resource planning solution in the world. About half of these NetSuite business users use their ERP to power their public-facing websites. When properly configured, NetSuite is as powerful and useful as it can be, but some users feel that navigating the interface and workflows is a bit confusing. If you are a NetSuite user, you can follow the tips below to make your experience smoother:
Differentiate Accounts Through Color Schemea
While NetSuite is being configured for your business, the ERP will run on various versions until it is finalized. Some companies will run NetSuite with a sandbox, preview, or development version before the final release, and it is easy to get the three confused unless you look into the User Panel. To avoid this confusion, head over to the Set Preferences – Appearance tab from the Home screen so that you can assign different color schemes to each NetSuite version.
Using Global Search Bar Shortcuts
To become a NetSuite power user, you will need to learn how to get the most out of the global search bar, and this means taking advantage of prefixes. Keep in mind that the search bar returns records, and each of them can be invoked with a prefix followed by a colon. For example, “invo:” will only return invoice records. The list of all prefixes can be found in the Help section, and it is worth learning it or making a shortcut for quick reference.
Navigate Reports With Keyboard Shortcuts
When generating NetSuite reports, the following keys will help you read them:
* Page Down will let you advance one screen.
* Page Up will let you go back to one screen.
* Home goes to the first page.
* End goes to the final page.
Although you may think this tip states the obvious, you would be surprised to learn that quite a few users end up contacting their NetSuite support partner to get this information because they find it slow to navigate with the cursor keys.
Learn the SuiteFlow Module
NetSuite versions that include SuiteFlow allow users to set up unique workflows without having to get into SuiteScript, which is a technical tool used by support technicians to customize routines. Check if you have this module by navigating to the Customization – Scripting – Workflows tab; once SuiteFlow is launched, you will see approval templates for sales orders, journal entries, and purchases. With this drag-and-drop editor, you can easily create workflows the way you want them and without coding.
If you would like to learn even more NetSuite tips, you can always read the SuiteAnswer pages, which can be accessed from the Home – Support tab. There are numerous shortcuts and tricks that can make your NetSuite life easier, but you have to learn them and put them into practice so that they become second nature.
