This is part 2 of the Warranty and Repairs Management in NetSuite blog series. My first blog covered detailed instructions about how to set up Warranty and Repairs Management and all the great things that NetSuite can do. Once you've completed those 4 steps, you're almost ready to use NetSuite. 

NetSuite provides companies with so many great options to manage their business. In this article, I am going to cover an introduction to workflows and how you can manage both simple and complex processes with this powerful tool. I have found many users need some guidance when it comes to how to approach a workflow to streamline internal processes and adhere to policies and procedures.

NetSuite’s saved search function gives you the ability to develop highly-customized reporting in a simple, point-and-click interface.  In previous posts, I’ve highlighted some of the more advanced techniques that can be used when creating saved searches within NetSuite, including formulas and SQL statements.  In contrast, this article will address one of the easiest-to-use and most powerful features available within saved searches – automated email alerts.  With just a few clicks, you can create automated emails that are specifically tailored to the unique processes of your business, all without any coding or development background.

Using NetSuite’s saved searches feature is one of the easiest and most effective ways to segment data and create custom reporting without requiring a technical background.  Not only can you harness both standard and custom field values as search criteria and in search results, but you can also use formulas and SQL statements to include calculated values within your searches.  In this post, I’ll share five of my favorite ways to use formulas to make your searches even more powerful – including tricks for generating dynamic links within searches, adding custom highlighting on individual text values, consolidating values into a single column, and more.

Any program (system, application, service, etc.) that has ever existed, big or small, was created with a purpose - to solve a problem. But, as your company grows, evolves, and adapts to industry changes, your needs change. And as your needs change, so do your problems.

If you’re in the wholesale and distribution industry, you’ve probably come across the need to track warranty claims against a product or part that has been sold.  But this process can be complicated and be even more so depending on the unique ways your company and perhaps, product line, requires.

NetSuite’s saved search feature is a powerful tool that allows you to create customized reports based on your unique criteria.  Saved searches can be created for standard record types as well as custom records, and can even use formulas and SQL statements to accommodate more complex criteria or display more dynamic results. 

CFO’S, Controllers and managers have a lot on their plate.  Managing a business is a challenge on its own.   Imagine running a business without data or information that helps provide a basis for change.  Not having a solid financial reporting structure in your business will prevent you from making the necessary changes, or in some cases, from preventing significant losses.  The same can be said with too much data or “information overload” when that information is not meaningful to your business.