This is the beginning of a series of videos designed as a NetSuite Tutorial. We will be posting on Oracle's NetSuite ERP and CRM. This video is an orientation to NetSuite and a good way for you or your employees to get started with training.
Welcome to NetSuite. This video gives a quick orientation to the system and using the search functions within NetSuite.
To login to the NetSuite system go to NetSuite.com, in the upper right hand side of the screen click LOG IN to access the login screen directly. Enter your work email address and password. If you are unsure of your password or email address contact your system administrator. Clicking REMEMBER ME allows the browser to remember your password an email address for when you log in, in the future.
When logging into NetSuite for the first time you will be asked to select a new password for your account. Please select a secure password by choosing the string of letters both upper and lowercase mixed with numbers and symbols. This needs to be a unique password. After selecting a new password the system will ask that security questions be set up. These questions will need to be correctly answered whenever user recovers a password with the forgot your password function. Once completed the system will go straight to the dashboard after logging in, in the future. When a user is given access to NetSuite they are assigned one or more roles, a role defines what that user can see within the system. The role is shown in the top right-hand side of the screen next to the name of the user. Currently we are logged in with a sales role; if multiple roles are assigned these can be changed by hovering over the user name in the top right and selecting a different role. The main difference between roles is the navigation bar across the top of the screen. Depending on what role you have been assigned the tabs may look different and have different options. Here's how the navigation menu looks from a second role. Notice how the navigation menu changes. To switch back, select another role from the top-right corner of the screen.
Tabs are used to access information within the system. Hover over the main tab to show the categories, move your mouse down over the categories to show the individual links that can be clicked on. For example, from the sales and operations role going to CUSTOMERS - RELATIONSHIPS - CUSTOMERS - would take you to a list of all customers. We're going to LEADS - RELATIONSHIPS - LEADS - would take you to a list of all leads.
Another way to navigate within the system is to use the shortcuts portlet on the home dashboard. This dashboard always displays when logging into the system or can be accessed at any time by clicking on the home button. Shortcuts take you directly to a screen or page within NetSuite by clicking on them. For instance, clicking on Items will take you directly to the items list. Shortcuts can also be accessed from anywhere within the system from the start icon in the top left of the screen.
NetSuite allows users to customize certain parts of the system with personal preferences. These preferences include the email signature, preferences for printing and more. To access the preferences hover over the home icon and then click on SET PREFERENCES.
If you have a specific from email address which is different than the email address you use the log into NetSuite, and you would like to have all outgoing mail sent from this address you can set it here. This may apply to users with multiple email addresses. Email signatures can be attached to all outgoing email. To add your email signature copy and paste it into this box. Note that email signatures that have images or multiple lines will need to be in HTML format. You may need to contact your system administrator for assistance in setting this up. Select ADD SIGNATURE TO MESSAGES for this signature to attach to all emails sent from NetSuite. Be sure to save any changes made by clicking the SAVE button.
When a user is looking for a specific piece of information in the system, the easiest way to find it in NetSuite is to use the global search at the top of the screen. The global search allows you to search against all information that you have access to within NetSuite. To use the global search simply start typing any words and the system will return a list of anything that it finds. Typing more words into the search changes the results. To search for one particular type of record use the prefixes for searching in NetSuite. For example, "CU:" followed by the search text will return only customer results matching the text, or the "VE:" we'll search for vendors.
Here's a list of prefixes available to use in the search area. The prefixes will only work if your role has access to those types of records. This concludes NetSuite Orientation Part 1. Thanks for watching.