Training Agenda netsuite

2008-12-12

Agenda Topics - Day One

Welcome

• Course objectives
• Topics and Agenda for entire course

Navigating the Application

• Logging into NetSuite
• Getting around the application
• Lists vs. Transactions vs. Setup Menus
• Using help
• Global & Quick search
• Setting Personal Preferences

Break

Navigating the Application continued…

• Customizing your Home Dashboard
• Direct List Editing
• Tips & Tricks

NetSuite Users and Roles

• Users & Roles overview
• Customizing roles in NetSuite
• Assigning roles (giving access)
• Dashboards are based on the role type
• Student Exercises (15 minutes)

Lunch and Break

Managing Your Activities and Calendar

• Calendar overview
• Activities definition
• Setting calendar preferences
• Event Scheduler
• Phone Calls, Tasks & Events
• Creating activities from entity & transaction records
• The full circle: the activities sub tab on entity records
• Outlook Integration - high level overview

General Ledge

· Creating journal entries

· Journal entry approval

· Viewing the G/L impact of transactions

· Creating memorized transactions

· Enter memorized transactions

· Financial reporting

· Student Exercises (15 minutes)

Accounts Payable

• Accounts Payable overview
• Billing purchase orders
• Entering a bill directly
• Paying bills in NetSuite
• Entering vendor credits

Break

Accounts Receivable

• Invoice to Payment process
• • Billing sales orders
  • Entering a New Cash Sale (no fulfillment)
  • Entering a New Invoice (no fulfillment)
  • Record customer deposits
  • Accept customer payments
• Generating customer statements
• Issue customer credit memos
• Issue customer refunds
• Student Exercises (15 minutes)

Purchasing

• Purchasing overview
• Review accounting preferences for purchasing
• Enter a purchase order
• Receive items from a purchase order
• Partial receipts
• Order Items screen
• Student Exercises (15 minutes)

Agenda Topics - Day Two

Inventory Management

· Multi-location inventory

· Volume Pricing for Multiple Units of Measure

· Re-order point Reminders

· Inventory Adjustment

· Inventory Transfer

· Receive Purchase Order

· Fulfill Sales Orders

· Create Current Inventory Status Report

· Student Exercises (15 minutes)

Sales Order

• Sales order management overview
• • Sales order transactions (to invoice, to cash sale)
  • Sales order forms (standard, invoice, cash sale)
  • Types of fulfillment
• Enable order management features
• Order management process:
• • Enter a sales order
  • Approve sales orders
  • Fulfill sales orders
  • Partial fulfillment

· Student Exercises (15 minutes)

Break

Sales Force Automation

• SFA overview
• Setting up Sales Force Automation
• • Enable features for SFA
  • Create customer statuses
  • Set sales preferences
  • Setup employees as sales reps
  • Create sales rules
  • Create sales territories
  • Create online customer forms (online leads)

Lunch and Break

Sales Force Automation continued…

• Day-to-day Sales Force Automation Processing:
• • Enter a lead
  • Locate and view leads (and leads list)
  • Creating opportunity records
  • Generating and emailing quotes/estimates
  • Converting quote/estimate to a sales order
  • Reporting

· Student Exercises (15 minutes)

Marketing Automation

• Marketing campaign overview
• Setup Marketing Automation:
• • Enable features
  • Authenticate campaign email addresses
  • Setup marketing preferences
• Create & Manage Marketing Campaign Emails
• • Create marketing groups
  • Create campaign email template
  • Create and schedule the campaign

Break

Special Point One

· sales item configuration,

· customer database configuration,

· accounts (for bookkeeping) configuration

·

Special Point Two

· customizing forms for sales contract,

· customizing forms for delivery slip,

· customizing forms for quotes

· customizing forms for invoices

Summary and Conclusion