Navigating NetSuite - NetSuite Training Video

Introduction

This tutorial provides a comprehensive guide to navigating NetSuite, focusing on its dashboards, centers, tabs, and menus. Understanding these elements is essential for efficiently managing your workflows and accessing important information in NetSuite.

Step 1: Accessing the Home Dashboard

• Log into your NetSuite account.
• Upon logging in, you will be directed to the home dashboard.
• Familiarize yourself with the layout, which includes various dashboard portlets that display important data and metrics relevant to your role.

Step 2: Understanding Dashboard Portlets

• Dashboard portlets are customizable widgets that display key information.
• To add a portlet:
  • Click on the "Personalize" button on the dashboard.
  • Choose from available portlet options such as Reports, KPIs, or Saved Searches.
  • Drag and drop the selected portlet into your dashboard.
• To remove a portlet, click the "X" on the top right corner of the portlet.

Step 3: Navigating Centers

• NetSuite is organized into different centers, each tailored to specific functions (e.g., Sales, Accounting).
• To switch between centers:
  • Locate the center selector at the top of the screen.
  • Click on the desired center to access its specific tools and features.

Step 4: Using Tabs and Menus

• Each center contains a set of tabs and menus that provide access to various functionalities.
• Explore the tabs:
  • Click on each tab to reveal sub-menus that pertain to the selected area (e.g., Transactions, Reports).
• Utilize the global search bar located at the top of the interface to quickly find records or information across all centers.

Step 5: Customizing Your Dashboard Experience

• Personalize your dashboard further by:
  • Rearranging portlets to your liking by dragging them to new positions.
  • Setting specific portlets to display the data that matters most to you.
• Save your personalized layout for future sessions by clicking "Save" after adjustments.

Step 6: Getting Help and Additional Resources

• If you encounter difficulties or need further clarification:
  • Access the Help Center by clicking on the "Help" icon.
  • Explore additional resources and training materials directly from the NetSuite website or their YouTube channel.

Conclusion

You now have a foundational understanding of how to navigate NetSuite, from accessing the home dashboard to customizing your experience with portlets. Familiarizing yourself with these features will enhance your productivity. For further learning, consider exploring additional resources linked in the video description or subscribing to the NetSuite YouTube channel for more tutorials.