1.0 Accounting and Back-Office Processes
1.1 Using NetSuite basic functionality
1.2 How Does NetSuite Fit Chatham’s Business (Case Study)
1.3 Overview of OneWorld
1.4 Navigate the Application
1.5 Set Up Company Preferences
1.6 Understand NetSuite Data Model
1.7 Roles, Permissions and Users
1.8 Customization: Subtabs, Lists and Fields, Forms and Records
1.9 Migrate Your Data
1.10 Data Integrity
1.11 Accounting Management
1.12 Multiple Currencies
1.13 Tax Information
1.16 Order Management
1.17 Fixed Assets
1.18 Accounts Receivable (AR)
1.20 Accounts Payable (AP)
1.21 Perform Banking and General Ledger (GL) Tasks
1.22 Period and Year End
1.23 Revenue Recognition
1.24 Expense Allocation
1.25 Reports and Searches
1.26 Design Dashboards
1.27 Sales Force Automation and Online Customer Forms
1.28 Customer Support and Case Management
2.0 Using Standard Reports
2.1 Customizing Standard Reports
2.2 Financial Statements Overview
2.3 Financial Statement Layouts
2.4 Standard Matrix Reports
2.5 Financial Matrix Statements
3.0 Create Saved Searches
3.1 Add In-Depth Analysis
3.2 Publish Saved Searches
4.0 Using Standard KPIs
4.1 Create and Use Custom KPIs
5.0 Set-Up KPI Scorecards
5.1 Realize Smart Dashboards
6.0 Introduce NetSuite Architecture
6.1 Introduce SuiteCloud Platform
6.2 SuiteBuilder – Tailor your Business
6.3 SuiteFlow – Automate Business Processes
6.5 SuiteTalk – Integrate Applications
6.6 Identify Integration Options
6.7 Evaluate Customization Tools
6.8 SuiteBundler – Package Customizations
7.1. Login to Netsuite
7.2. Set your preferences
7.3. Setup your dashboard
7.4. Use global search
7.5. Use Netsuite help
8.1. Set company information
8.2. Enable Features
8.3. Rename Records & Transactions
8.4. Turn off Auto Generated number
8.5. Set company preferences
8.6. Set printing, Fax, and Email Preferences
9.1. Enter contact create customer records
9.2. Create vendor records
9.3. Enter new Employee
10.1. Role Customization
10.2. Add a netsuite users
10.3. View the login Audit Trail
11.1. Subtabs, List and Fields
11.2. Create custom forms
11.3. Create custom records
12.1. Double check auto generated number
12.2. Import customer
12.3. Update Customer
12.4. Create custom import template
13.1. Merge duplicate records
13.2. Schedule a Mass update
13.3. Create Saved Search
13.4. Setup and use direct list edit
13.5. Create dependent dropdowns
14.1. Setup Items
14.2. Create Inventory Items
14.3. Create a Non-Inventory Items
14.4. Service Items
14.5. Other type of Item
14.6. Enter Inventory Quantities
14.7. Inventory Transfer
14.8. Inventory Adjustment
15.1. Enable Pricing features
15.2. Create a price level
15.3. Add price level to Items
15.4. Setup quantity based pricing scheduled
15.5. Generate price list
15.6. Use sales transactions to demonstrate pricing schemes
16.1. Define order management preference
16.2. Enter a sales order
16.4. Fulfill sales order
16.6. Cash Sales
16.7. Accept customer payment
16.8. Issue a return authorization
16.9. Make a bank Deposit
17.1. Enter Purchase Order
17.2. Receive all items on a purchase order
18.1. Define accounting preferences
18.2. Bill a purchase order
18.3. Enter and approve a purchase order
18.4. Pay a Bill
18.5. Print a check
19.1. Make Journal Entries
19.2. Memorize a transaction
19.3. Close Accounting Periods
19.4. Identify a pre-built reports
19.5. Saved Searches for reporting
19.6. Design Dashboard configuration
20.1. Setup Employee as a sales rep
20.2. Set sales force automation preference
20.3. Create customer sataus
20.4. Create sales rules
20.5. Create sales territory
20.6. Create an online forms
21.1. Event Type workflow
22.2. Scheduled Workflow
22.1. Reminder using saved search
22.2. Email Saved Search
22.3. Schedules saved search
22.4. Formula Saved search
22.5. Graphical representation of saved search
22.6. Saved search reports
Lead to customer management
Customer support to case management
Introduction to Netsuite Script
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Upon completion of our training, the learner will be able to:
The following job roles will get benefited from this training:
Basic knowledge of business analytics is required.
After completing our training, the learners will be able to:
Upon successful completion of the program, you will be awarded a Certificate from Mindmajix for NetSuite Training.
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The cost of NetSuite Certification is USD 150.
Work on real time NetSuite projects - The primary goal of this project work is to to gear up the skill set required and amplify individual competencies, experience, exposure which align with the current job market to addresses real world business challenges.
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The trainer is a certified consultant and has significant amount of experience in working with the technology.
We will take care of providing you with all that is required to get placed in a reputed MNC and also forward your resume to the companies we tie-up with. Starting from providing the in-depth course material to explanation of the real-time scenarios and preparing your resumes, we will make you gain expertise so that you can get a job.
We assist you completely in acquiring certification. We ensure you will get certified easily after our training.
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If you are enrolled in classes and/or have paid fees, but want to cancel the registration for certain reason, it can be attained within first 2 sessions of the training. Please make a note that refunds will be processed within 30 days of prior request.
Our trainer explains every topic along with real-time scenarios. In the last one or two sessions, the trainer will explain one end-to-end project to showcase the real time working environment.
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