NetSuite Saved Searches are a powerful tool. NetSuite comes pre-loaded with many useful reports. So, which is better?

Tags: Project Management, People Management, NetSuite How To's

The impact of the internet on how retailers do business cannot be overstated, especially in light of the COVID-19 pandemic. Retailers used to be reliant on physical inventory in on-site warehouses to fulfill orders, but a growing number of businesses never even see the products that they are selling as drop-shipping has become a common approach for meeting customer demand in a timely manner. NetSuite offers native support for on-site fulfillment, drop shipments, and special orders, as well as mixing and matching all three approaches simultaneously. In this post, I’ll discuss how drop shipments and special orders are handled in NetSuite and how to best leverage the available configuration options to meet your business needs.

 

Tags: NetSuite How To's, NetSuite Tips

If your business sells physical goods and uses NetSuite as its ERP system, then configuring the way that you fulfill inventory is critical to your daily operations. In the Accounting Preferences menu, there are a number of preferences specifically related to fulfillment that can have a significant impact on how orders are processed. In this post, I’ll discuss each of the options offered and how each effects the fulfillment process.

Tags: Project Management, NetSuite How To's

One of my favorite features of NetSuite is the way that it tracks bidirectional email activity for emails generated from within the system. Having visibility into communication activity related to a customer, vendor, or specific transaction record is an invaluable resource, but only if the initial outbound email is delivered as intended. NetSuite offers the ability to configure DKIM (DomainKeys Identified Mail), which is essentially a digital signature within the code of your email that can be read by internet service providers to help identify spam and improve the deliverability of your messages. While there are some slightly technical aspects of setting up a DKIM entry, even a non-technical user can do it once they understand the process. In this post, I’ll take the mystery out of configuring DKIM in your NetSuite environment.

Tags: Project Management, NetSuite How To's

For organizations that buy and sell physical goods, being able to efficiently and accurately move inventory within warehouse(s) is critical. Knowing exactly how many units of each product you have in a particular location and/or bin drives both purchasing and sales activity, so it is extremely important that changes to inventory are recorded correctly and in a timely manner.

Tags: Project Management, NetSuite How To's

Are you looking for ways to make the bank reconciliation process easier? There are many ways to slice and dice this need. Before reaching out to another vendor or requesting a NetSuite customization from your Partner, consider NetSuite’s native functionality. As of 2020.1 release, you can now download a bundle called Auto Bank Statement Import to automatically import bank statements on a daily basis.

Tags: Project Management, People Management, NetSuite How To's

Have you been managing your assets outside of NetSuite? Are you looking for an automatic way to manage the accounting, maintenance, and location of your assets? Do you want to know the status or condition of your assets at any given time?

Tags: Project Management, People Management, NetSuite How To's

Have you gotten stuck on why the billing address won’t display on the PDF version of the Invoice? You checked the billing address in the Customer record and You checked the PDF is formatted correctly.

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There are many articles highlighting the pros and cons of NetSuite ERP vs QuickBooks. This blog will focus on some of the key differences.

Tags: Project Management, People Management, NetSuite How To's

There have been many discussions on the value of working from home. Whatever side of the spectrum you may fall on, you may now be faced with the reality where you are being asked to work from home. Below is a list of tips and suggestions for working from home. It is not a one size fits all solution, just like everyone has different habits in the office, everyone may also have different habits at home. The goal is to find what works well for you.

Tags: Project Management, People Management, NetSuite How To's