NetSuite Tips & Tricks

NetSuite is the number one software used in online businesses and it is meant to make business management easier to deal with. It helps keeps everything organized and saves loads of time. We have created a list of the top 5 tips and tricks for using NetSuite to its potential.

Aesthetics

What’s better than making your web look fabulous? On this platform, you are able to change the colours and customize the appearance of the web. Maybe you want to match with the theme of your company colours or you find that certain colour schemes are more attractive to your audience’s’ eyes. Whatever the case may be, it’s important to make the user NetSuite experience aesthetically pleasing to increase the flow of visitors. 

In order to change the colour scheme of NetSuite, we’ve listed an easy 3 step guide to follow:

  1. Click on the house icon on your dashboard 
  2. Simply navigate to “Set Preferences”
  3. There, you will see “Appearances” menu which will allow you to customize the colours

Workflow of NetSuite

It comes to a time where we should stop using manual processes. Workflows are responsible for bringing your specific business processes into the NetSuite systems and allows the automation of manual processes. By using NetSuite, it makes customizations for your business processes much easier as it can be tailored to your key requirements of your company.

A graphical interface is designed to work with the Workflows where SuiteScript isn’t even needed. This allows anyone on your team to easily create these processes in the system without the use of a written code. 

Troubleshooting saved searches

NetSuite Troubleshooting

Saved searches are by far a favourite feature of NetSuite users. It has the ability to access real-time data and the option to save searches when seeking for information. Especially when users are able to access the information they have searched with a single click. However, saved searches can get a little complicated which can be a bit of a hassle to create correctly. 

However, we’ve created a list to help troubleshoot common saved searches with these simple hacks and save you time:   

  1. Check your formula and be sure all your parenthesis are closed
  2. Are your field IDs correct and do they return a value without it being in the formula? To check this out, start by isolating the field IDs into separate formulas for issues related to the fields itself. Then you’ll be able to see if it’s the syntax that’s actually off and not the chosen fields. 
  3. Check to see if your computer made any alterations to your field IDs by adding spaces into the formulas. If so, be sure to change so that there aren’t any spaces with the parenthesis. Macs often have an issue with this when using Safari.
  4. Check your syntax to be sure that the CASE statement has the proper ‘CASE WHEN (condition1) THEN (desired_result) ELSE (other_result) END’ syntax.
  5. If the data you’re using to get out of your system has the incorrect Formula Type, for example, using Free-Form text field in a numeric Formula and Sum would result in an error. In this case, you’ll have two options: convert the text field to a number format such as ‘at_number({yourfield})’) or change it to a Formula (text). 
  6. Ensure that your tick or quotation conversions for either PC or Mac is correct as this can easily get very messy– especially when you’re copying and sending formulas between these two computer systems.

Emailing multiple addresses

Wouldn’t it be nice to be able to send multiple emails to an array of addresses? NetSuite has a solution for that as it can send automatic emails for popular transactions such as:

  • Purchase orders
  • Customer invoices
  • Sales orders
  • Item fulfillments

The following are the steps for sending emails to multiple people:

  1. Message body recipient: enter the recipient’s name where only existing entities in NetSuite can be selected such as customers, vendors and employees.
  2. Copy Others List: enter the name of additional recipients by separating each name with a semi-colon into the “to” field

Customization all the way

Customization

The main reason why NetSuite is being widely used is because everything is customizable which makes it great for tailoring it to your business needs. Custom customizations include but are not limited to SuiteScript, SuiteTalk and Site Builder. With the ability to make customizations, you can build functionalities and workflows based on what your business demands.

For these reasons, this is why our clients trust SuiteDB to not only provide consultation and guidance with our great expertise in NetSuite. With over 8 years of experience, we have the ability to serve a mix of your business and technical needs. For more information, visit our website or have a chat with us by contacting contact@suitedb.com.