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Label Field Saved Search

Posted by Isaias Torres, Consultant on Feb 1, 2024 11:00:00 AM

Saved Searches are a powerful tool within NetSuite, allowing you to create custom reports by combining various records. But what if the native or custom field names don't exactly scream clarity for reporting purposes? That's where the Custom Label field comes in.

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Tags: NetSuite, ERP, Project Management, Reporting, Customer Service, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Customize, Saved Search, Netsuite ERP, New User, Customer Records, Netsuite Updates, NetSuite Features, NetSuite Support, Customer Preference

Customer Preference-Send Transactions

Posted by Isaias Torres, Consultant on Jan 30, 2024 11:00:00 AM

Streamlining customer communication is key to building lasting relationships, and NetSuite's Customer Preference settings empower you to do just that. Let's explore how to preset delivery methods for transactions, ensuring your customers receive information in their preferred format.

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Tags: NetSuite, ERP, Project Management, Reporting, Customer Service, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Customize, Netsuite ERP, New User, Customer Records, Netsuite Updates, NetSuite Features, NetSuite Support, Customer Preference

Support Case Management in NetSuite

Posted by Stephanie Kim on Jan 25, 2024 11:00:00 AM

In NetSuite, effective Support Case Management plays a pivotal role in addressing and resolving customer inquiries, issues, or assistance requests. The system empowers users to create support cases manually or automate the process through channels like email, web forms, or integrated customer service platforms. Key details such as description, priority, status, and contact information can be entered during case creation.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, New User, Users, User Access, Roles, NetSuite Features

NetSuite 2024 Updates: Unlock New Possibilities

Posted by Cherry Tan on Jan 24, 2024 11:00:00 AM

Ever dreamt of your marketing team effortlessly putting together personalized emails on the fly, your field service technicians always having the right tools at their fingertips, and your financial reports narrating a success story that's as clear as day? It might seem like a bit of a stretch, but with NetSuite, it's not some distant fantasy – it's your new reality.

As your trusted NetSuite partner, Concentrus wants to be your guide through this exciting journey. Buckle up as we explore five key areas where NetSuite 2024 updates shine:

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, New User, Netsuite Updates, NetSuite Features

Marketing Campaigns in NetSuite: A Step-by-Step Guide

Posted by Stephanie Kim on Jan 23, 2024 11:30:00 AM

Effective marketing campaigns play a pivotal role in enabling businesses to connect with their target audience and facilitate sustainable growth. NetSuite, with its robust set of features and tools, offers an efficient solution for the seamless setup and management of marketing campaigns.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, New User, Users, User Access, Roles, NetSuite Features

Global Permissions vs Role Assignment

Posted by Stephanie Kim on Jan 18, 2024 11:00:00 AM

Roles play a pivotal role in NetSuite, facilitating the delegation of precise permissions and restrictions to individual users. Establishing a comprehensive role assignment system in your NetSuite environment ensures that users within your organization receive appropriate access and views. However, there are instances where creating separate roles for minor permission adjustments might seem excessive, or when temporary access to specific features needs to be granted to a particular user.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, New User, Users, User Access, Roles, NetSuite Features

Beyond the Numbers: Demystifying NetSuite ERP Pricing for Your Business

Posted by Cherry Tan on Jan 17, 2024 11:00:00 AM

NetSuite, the industry-leading cloud ERP solution, empowers businesses with a robust and scalable platform to manage their operations seamlessly. But when it comes to pricing, the initial sticker shock can sometimes leave potential customers feeling a bit lost. Fear not, dear reader!

This comprehensive guide is here to shed light on the world of NetSuite ERP pricing, equipping you with the knowledge to make informed decisions for your unique business needs.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Project Time Entry, Project, Netsuite ERP, Project Managing, Netsuite Updates, NetSuite Features

Advanced Inventory Management Feature

Posted by Kevin Suh, NetSuite Administrator on Jan 16, 2024 11:00:00 AM

The Advanced Inventory Management feature provides robust capabilities for efficient tracking of Lead Time, Safety Stock, and Seasonal Demand in relation to inventory items. These records not only present the available quantity for each item but also serve as an ongoing assessment tool for stock requirements, facilitating adjustments to replenishment orders.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Project Time Entry, Project, Netsuite ERP, Project Managing, Netsuite Updates, NetSuite Features

NetSuite Implementation - Avoid Project Delays

Posted by Sara Duong, Consultant on Jan 11, 2024 11:00:00 AM

If you are gearing up for a NetSuite implementation or considering the integration of any ERP system, a crucial aspect to address upfront is the timeline. Experienced implementers possess the insight to determine an optimal go-live date based on a comprehensive understanding of your requirements. Whether you set the date or it is provided by the implementer, it's essential to anticipate common situations that can potentially derail the project. Unfortunately, those new to implementations often overlook planning for these scenarios.

Here are some key considerations to factor into your implementation plan:

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Project Time Entry, Project, Netsuite ERP, Project Managing, Netsuite Updates, NetSuite Features

Enabling Estimates Feature

Posted by Isaias Torres, Consultant on Jan 9, 2024 11:00:00 AM

In this article, we will explore the functionality of the Estimates feature. Depending on your business and the system's functional requirements, the Estimate/Quotes feature may or may not be enabled. If the feature is not activated, the option to create Estimates records during transaction creation remains invisible.

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Tags: NetSuite, ERP, Reporting, NetSuite How To's, NetSuite Tips, NetSuite Administrator, Netsuite ERP, Netsuite Updates, Estimates Feature, NetSuite Features

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