Invoices, purchase orders, and statements are often the documents customers and vendors see most. In NetSuite, these documents are generated using Advanced PDF/HTML Templates, which allow you to fully brand and customize them. In this blog, we’ll explain what Advanced ...
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The NetSuite Pro Latest Articles
Automating Approvals in NetSuite with SuiteFlow
adminApprovals are a critical part of business processes—whether it’s approving expense reports, purchase orders, or vendor bills. Doing them manually through emails or phone calls often leads to delays and mistakes. With NetSuite’s SuiteFlow (Workflow Engine), you can automate approvals ...
NetSuite Dashboards: How to Build Personalized KPIs
adminOne of the most powerful features of NetSuite is the dashboard. Dashboards give users a real-time, personalized view of key business data, helping them make smarter decisions faster. Whether you’re a CFO reviewing financials or a sales rep tracking leads, ...
Customizing Forms in NetSuite: User-Friendly Layouts
adminNetSuite forms are where users interact with records—whether it’s creating a Sales Order, entering a Bill, or updating a Customer profile. But every business has different needs, and not all fields are relevant for every user. That’s why form customization ...
Adding Custom Fields in NetSuite: Step-by-Step Guide
adminCustom fields in NetSuite allow you to tailor your system to fit your unique business needs — from tracking customer preferences to adding new data points on transactions or inventory items. In this step-by-step guide, you’ll learn how to create, ...
Introduction to NetSuite Customization: Configuration vs. Customization
adminOne of NetSuite’s biggest advantages is its flexibility. Every business has unique processes, and NetSuite can adapt to them. But when you hear people talk about “customizing” NetSuite, it’s important to understand the difference between configuration and customization. Both are ...
NetSuite Reports vs. Saved Searches: What’s the Difference?
adminWhen working with NetSuite, you’ll often hear about Reports and Saved Searches. Both are powerful tools for analyzing business data, but they serve different purposes. Understanding the difference will help you choose the right tool for your reporting needs. In ...
What are Saved Searches in NetSuite? A Beginner’s Guide
adminNetSuite Saved Searches One of the most powerful features in NetSuite is the Saved Search. Whether you’re an accountant checking overdue invoices or a sales manager reviewing opportunities, Saved Searches allow you to create custom, real-time reports tailored to your ...
NetSuite Navigation Tips: How to Use Dashboards & Menus
adminWhen you first log in to NetSuite, the system can feel overwhelming. There are dashboards, menus, tabs, and shortcuts everywhere. But once you learn how to navigate effectively, NetSuite becomes much easier to use. In this guide, we’ll explore how ...
NetSuite Modules Explained: ERP, CRM, Accounting, and More
adminWhen businesses choose NetSuite, one of the first questions they ask is: “What modules does NetSuite include?” NetSuite is not just a single software—it’s a complete suite of applications that cover everything from accounting and CRM to supply chain management ...