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NetSuite Functional

NETSUITE CERTIFICATION TRAINING

Develop Practical CRM and ERP Skills with NetSuite

About NetSuite

NetSuite is a cloud-based business management platform that brings together ERP, CRM, financial management, inventory, sales, procurement, and other business operations within a unified environment. Organizations ranging from growing companies to large enterprises use NetSuite to manage and streamline their business processes.

Professionals with NetSuite knowledge can contribute to activities such as system configuration, administration, implementation, business-process support, reporting, and day-to-day ERP operations. Developing practical NetSuite skills can therefore be valuable for professionals planning to build or advance their careers in cloud ERP.

Bestway Technologies provides NetSuite Certification Training with a practical approach to learning the platform. The program is intended to help participants understand NetSuite functionality, work with common business transactions, and gain experience with real-time implementation and administration scenarios.

What Participants Will Learn

The training provides practical exposure to the major areas of NetSuite, including:

  • Configuring the fundamental settings required for a NetSuite account.
  • Understanding the Design to Build business process and related transaction-processing capabilities.
  • Working with Record to Report processes, reporting functions, and analytical information.
  • Understanding Procure to Pay (P2P) and the transactions involved in purchasing and vendor management.
  • Working with Lead to Quote activities and the sales process.
  • Understanding the Order to Cash (O2C) cycle and its associated transactions.
  • Using NetSuite’s integrated accounting functionality with business processes.

NetSuite Certification Training – Course Content

The Bestway Technologies NetSuite curriculum covers the principal functional and administrative areas required to work with NetSuite. The course includes system configuration, financials, inventory, procurement, sales, CRM, banking, analytics, customization, workflows, roles, permissions, and taxation.

1. Introduction to NetSuite

  • Understanding cloud computing concepts
  • Introduction to the NetSuite platform
  • Overview of NetSuite functionality
  • Understanding the purpose and scope of the training

2. NetSuite System Setup and Configuration

  • Configuring company information
  • Managing record and transaction names
  • Configuring automatic numbering for entities
  • Configuring automatic numbering for documents and transactions
  • Enabling required NetSuite features
  • Introduction to NetSuite OneWorld
  • Configuring single-subsidiary environments
  • Configuring multi-subsidiary environments
  • Working with subsidiaries
  • Managing locations
  • Setting up departments
  • Working with classes
  • Using Global Search
  • Using the NetSuite Help Center
  • Working with SuiteAnswers
  • Using Field Help

3. NetSuite Financials

  • Understanding NetSuite financial functionality
  • Configuring fiscal calendars
  • Working with accounting calendars
  • Managing accounting and posting periods
  • Opening accounting periods
  • Configuring currencies
  • Maintaining exchange rates
  • Creating and managing the Chart of Accounts (COA)
  • Working with financial reports

4. Advanced Inventory Management and Item Setup

  • Introduction to NetSuite inventory management
  • Understanding different item categories
  • Creating and managing inventory items
  • Working with non-inventory items
  • Configuring assembly items
  • Managing service items
  • Working with kit and package items
  • Configuring group items
  • Working with discount items
  • Managing description items
  • Configuring other charge items
  • Setting up inventory items
  • Processing inventory adjustments
  • Working with Inventory Adjustment Worksheets
  • Processing Inventory Transfer Orders
  • Understanding Bin Management
  • Using the Bin Put-Away Worksheet
  • Performing bin transfers
  • Configuring landed costs
  • Understanding pricing and price levels
  • Creating quantity-based pricing schedules
  • Configuring item pricing
  • Assigning price levels to item records
  • Enabling pricing-related features

5. Procurement Process – P2P Cycle

  • Understanding the Procure-to-Pay process
  • Creating vendor records
  • Managing vendor information
  • Maintaining item-specific vendor prices
  • Creating Purchase Orders
  • Processing Item Receipts
  • Creating Vendor Bills
  • Processing Vendor Payments
  • Managing Vendor Return Authorizations
  • Creating Vendor Credits
  • Processing Vendor Pre-Payments
  • Generating procurement-related reports

6. Order Management and Sales – Order-to-Cash Cycle

  • Understanding the Order-to-Cash process
  • Creating customer records
  • Managing customer pricing
  • Configuring price levels for customers
  • Maintaining customer-specific item prices
  • Creating Sales Orders
  • Processing Item Fulfillment
  • Understanding Pick, Pack, and Ship activities
  • Creating customer invoices
  • Recording customer payments
  • Processing customer returns
  • Creating Credit Memos
  • Processing Cash Sales
  • Working with preferred vendors
  • Understanding Drop-Ship Purchase Orders
  • Working with Blanket Purchase Orders
  • Generating sales and order management reports

7. CRM – Customer Relationship Management

  • Introduction to NetSuite CRM
  • Managing leads
  • Managing prospects
  • Managing customers
  • Creating Estimates
  • Preparing Quotes
  • Converting Estimates and Quotes into Sales Orders

8. NetSuite Banking

  • Understanding NetSuite banking functionality
  • Processing Bank Deposits
  • Creating and managing checks
  • Processing Bank Transfers

9. Dashboard Configuration and SuiteAnalytics

  • Configuring NetSuite dashboards
  • Understanding Saved Searches
  • Working with Report Builder
  • Configuring dashboard portlets
  • Managing dashboard information
  • Setting up and publishing dashboards

10. NetSuite Customization

  • Creating custom lists
  • Adding values to lists
  • Creating custom fields
  • Organizing fields with Field Groups
  • Customizing forms
  • Creating Custom Records
  • Establishing Parent and Child record relationships
  • Creating Center Tabs
  • Configuring Center Categories
  • Creating Center Links

11. Email and PDF Templates

  • Creating and managing Email Templates
  • Understanding Advanced PDF/HTML Templates
  • Configuring Transaction PDF/HTML layouts

12. SuiteBundler

  • Introduction to SuiteBundler
  • Understanding bundles
  • Creating bundles
  • Searching for available bundles
  • Installing bundles
  • Managing installed bundles
  • Reviewing the Bundle Audit Trail

13. SuiteFlow – Workflow Builder

Workflow Types and Configuration

  • Understanding NetSuite workflows
  • Creating Transactional Workflows
  • Configuring approval processes
  • Working with hierarchy-based approval processes
  • Implementing Data Entry Validation
  • Setting field values through workflows
  • Configuring field display types
  • Adding buttons to forms
  • Creating Scheduled Workflows
  • Sending emails based on specified conditions

14. NetSuite Roles and Permissions

  • Creating employee records
  • Creating and managing NetSuite users
  • Understanding Standard Roles
  • Understanding NetSuite Center Types
  • Working with Standard Centers
  • Working with Custom Centers
  • Creating Custom Roles
  • Assigning roles to users
  • Creating Custom Centers
  • Assigning Custom Centers to roles
  • Configuring role permission levels
  • Controlling user permissions
  • Understanding Global Permission Levels

15. NetSuite Tax Setup

  • Understanding NetSuite tax configuration
  • Configuring Nexus
  • Setting up Tax Agencies
  • Working with Tax Control Accounts
  • Configuring Tax Types
  • Creating and managing Tax Codes
  • Configuring Tax Groups
  • Setting up Tax Schedules

 

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