• Introduction to the course objectives and structure.
• Overview of NetSuite ERP and its architecture.
• Navigating the NetSuite dashboard.
• Understanding role-based access and permissions
• Personalizing dashboards for different roles
• Setting up shortcuts and reminders.

Module2: Financial Management Overview

• Introduction to the General Ledger.
• Accounts Payable and Accounts Receivable basics.
• Entering and managing journal entries.
• Handling accounts payable and receivable transactions.
• Financial Reporting
• Generating standard financial reports.
• Customizing financial reports.
• Order Management
• Sales Orders: Creation and management.
• Purchase Orders: Creation and management.

Module 3: Basic Configuration and Setup

• Setting up company information and preferences.
• Configuring tax and subsidiary information
• Creating and managing users.
• Assigning and customizing roles.
• Company Setting
• Configuring accounting periods
• Setting up currencies and exchange rates.

Module 4: Customizing NetSuite

• Customizing standard forms
• Creating custom records
• Managing custom lists.
• Introduction to SuiteFlow
• Creating simple workflows.
• Advanced Customizatio
• Using SuiteScript for advanced customization
• Integrating third-party applications.

Module 5: Financial Transactions and Reporting

• Processing invoices and payments.
• Handling vendor bills and credits.
• Creating custom financial reports.
• Utilizing financial report builder.
• Setting up budgets.
• Forecasting financial performance.

Module 6: Order-to-Cash and Procure-to-Pay Processes

• Managing sales orders and billing.
• Handling customer payments and returns
• Managing purchase orders and receipts
• Processing vendor payments and returns
• Streamlining order processing
• Ensuring accurate order fulfillment.
• Linking sales orders with inventory
• Automating stock updates.

Module7: Inventory Management Techniques

• Introduction to inventory management.
• Setting up inventory items.
• Managing stock levels and locations.
• Inventory classification and valuation methods.
• Setting reorder points and safety stock.
• Using inventory adjustments and transfers.
• Generating inventory reports.
• Analyzing inventory performance.

Module8: CRM, Marketing Automation, and Support

• Managing leads and opportunities.
• Tracking customer interactions.
• Setting up marketing campaigns.
• Analyzing marketing performance.
• Common issues and solutions.
• Accessing NetSuite support resources.
• Finalizing and presenting the capstone project.
• Course review and Q&A session.

Prerequisites

Course participants should be familiar with NetSuite navigation and features