CATEGORIES
1. BASICS
2. WORKFLOWS
3. NETSUITE
4. AREAS OF IMPROVEMENT
5. CONTRIBUTION TO THE COMPANY
BASICS
1. NetSuite
2. Cloud Computing
3. Enterprise Resource Planning
4. Customer Relationship Management
5. Electronic Commerce
6. Professional Services Automation
7. Sales Force Automation
8. Return Merchandise Authorization
9. Electronic Data Interchange
10. Business Intelligence
BASICS
11. Human Resource Management
12. Electronic Procurement
13. Data Migration
14. Application Programming Interface
15. User Interface
16. Business Terminologies
17. Banking Terminologies
18. Financial Resource Management
19. Material Requirements Planning
20. NetSuite Terminologies
WORKFLOWS
1. Software Development Life Cycle
2. Product Lifecycle Management
3. Business
4. Enterprise Resource Planning
5. Customer Relationship Management
6. Order
7. Order to Cash
8. Supply Chain Management
9. Supplier Relationship Management
10. Procure to Pay (or) Purchase to Pay
WORKFLOWS
11. Spend Management
12. Warehouse
13. Manufacturing
14. Sales and After Sales
15. Human Resource Management
16. Enterprise Asset Management
17. Financial Management System
18. Accounting
19. Electronic Commerce
20. Material Requirements Planning
NETSUITE
1. Navigate the Application
a. Login to NetSuite
b. Set General Preferences
c. Set Up your Dashboard
d. Use Global Search
e. Use NetSuite Help
2. Set Up Company Preferences
a. Set Company Information
b. Enable Features
c. Rename Records and Transactions
d. Auto-Generated Numbers
e. Set Company Preferences
f. Set Printing, Fax and Email Preferences
NETSUITE
3. NetSuite Data Model
a. Create: Subsidiaries and Elimination Subsidiaries
b. Create Customer and Contact
c. Create Vendor and Contact
d. Enter New Employees
4. Roles, Permissions and Users
a. Roles: Create and Customize
b. Show Role Differences
c. Add a NetSuite User
d. View the Login Audit Trail
NETSUITE
5. Custom: Subtabs, Lists and Fields
a. Create and Apply: Subtabs, Lists and Fields
b. Create Custom Transaction Fields: Body Fields, Column Fields and Item Options
c. Custom Transaction Fields: Validation & Defaulting and Sourcing & Filtering
6. Custom Forms
a. Customize: Entry Forms, Transaction Forms and Internal Custom Form
b. Custom Transaction Form: PDF Layout and HTML Layout
7. Custom Records
a. Create Custom Records
8. Data Migration
a. Create Custom Import Template
b. Data: Add, Update and Review
NETSUITE
9. Data Integrity
a. Identify and Merge Duplicate Records
b. Perform and Schedule: Mass Update with Value and Calculation
c. Use Direct List Editing
10. Accounting Management
a. Enable Accounting Features
b. Setup Warehouses
c. Create General Ledger Accounts
d. Set up Accounting Periods
11. Multiple Currencies
a. Create Currencies
b. Assign Currencies: Subsidiaries, Customers and Vendors
NETSUITE
12. OneWorld Tax Information
a. Manage Tax Periods
b. Set Up Tax Schedule
13. Set Up Items
a. Create: Inventory Item, Non-Inventory Item and Service Item
b. Enter Inventory Quantities
14. Set Up Pricing
a. Create a Price Level
b. Add Price Level to Items
c. Set up Quantity-Based Pricing
d. Set up Item Pricing on Customer Record
NETSUITE
15. Order Management
a. Sales Order: Create, Approve and Fulfill
16. Accounts Receivable
a. Invoice Sales Orders
b. Create: Cash Sale and Invoice
c. Accept Customer Payments
d. Issue a Return Authorization
e. Make a Bank Deposit
17. Purchasing
a. Set Up Purchase Approver
b. Enter a Purchase Order
c. Receive a Purchase Order
NETSUITE
18. Accounts Payable
a. Bill a Purchase Order
b. Bill: Enter and Approve
c. Pay a Bill
d. Print a Check
19. Banking and General Ledger
a. Enter: Journals, Intercompany Journals and Elimination Subsidiary Journals
b. Memorize a Transaction
20. Reports and Searches
a. Identify a Prebuilt Report
b. Restrict Data included in a Prebuilt Report
c. Add Custom Field to NetSuite Standard Report
d. Create a Saved Search
NETSUITE
21. Sales Force Automation
a. Enable Sales Force Automation and Set Sales Preferences
b. Set Up an Employee as a Sales Representative
c. Create: Customer Statuses, Sales Rule, Sales Territory and Online Customer Form
22. Lead to Customer Management
a. Work a Lead
b. Generate a Quote from an Opportunity
c. Generate a Sales Order from a Quote
23. Customer Support
a. Set Up an Employee as a Support Representative
b. Create: Case Status, Case Priority, Case Type, Case Rule and Case Territory
NETSUITE
24. Workflows
a. Create a Workflow
25. SuiteBundler
a. Bundles: Create, Search and Install
AREAS OF IMPROVEMENT
1. Custom Forms: HTML Layout
2. SuiteScript
CONTRIBUTION TO THE COMPANY
1. Money on Account
2. Unapplied Cash Report
3. Aging Report
4. Amortization
5. Functional Training
