We've wrapped up all our NetSuite tips and tricks into one central place, making it super easy for you to revisit them whenever you need them. Dive into our compilation of expert advice designed to streamline your NetSuite experience!
One NetSuite Saved Searches Tutorial
Our most viewed video tutorial walks you through successfully navigating and creating saved searches in NetSuite including defining rules and criteria, formatting data, setting the audience, additional features and a working example.
This is a must if you need to retrieve, analyse, and report on data within your organisation, especially if you are in a role that require regular monitoring and evaluation of various business aspects.
Learn more about Saved Searches >
Two workflows working
Struggling with repetitive tasks in NetSuite? SuiteFlow, a powerful process automation tool within NetSuite, can automate these for you. This user-friendly, low-code solution streamlines your business processes by automating tasks, enforcing rules, and guiding procedures.
Tailor workflows to your needs, whether simple or complex, and consider consulting NetSuite experts for more intricate customisations.
Learn more about NetSuite workflows >
Three ways to do a stocktake in NetSuite
For businesses handling physical products, inventory stocktaking is the key to effective stock management. It is only by keeping regular tabs on your stock, that your inventory records will be spot on.
There are three ways to conduct stock takes in NetSuite, each offering unique advantages to suit different business needs.
Explore all your options for stocktaking in NetSuite >
Four handy reports and searches
NetSuite offers robust data management and reporting capabilities, allowing users to effectively oversee, share, and audit data within the platform. It all adds up to exceptional data quality and dependability throughout their operations.
Get a walkthrough of four specific reports and searches – including web queries, audit trail searches, reports by date and deleted records searches - to level up your data handling, sharing, oversight, and control in NetSuite.
See walkthroughs for managing data in NetSuite >
Five helpful dashboards
When set up right, NetSuite’s customisable dashboards will put all that important info right at your fingertips. In this article, we'll guide you through five key NetSuite dashboards – customer, vendor, home and roles, new release, and executive insights – complete with step-by-step instructions on how to set up your own.
See walkthroughs for setting up dashboards >
Six ways to self-resolve your NetSuite issues
So many NetSuite users - especially those new to the platform or with limited ERP experience - are not fully aware of the depth of resources available within the platform and externally too. If you find yourself in a tight spot, we've identified six invaluable resources and features to empower you to solve issues on your own.
Discover how to solve issues with these resources >
Seven NetSuite tips and tricks to impress your colleagues
There are loads of tricks to enhance your NetSuite experience. Dive into these useful tips to amp up your productivity, smooth out your workflows, and handle data more efficiently.
See our handy tips to wow your colleagues >
Eight top NetSuite tips from Annexa staff
No one knows NetSuite quite like our team. So, we asked the Annexa team to share some of the tips and tricks they have learned on their own NetSuite journeys.
Take a minute to watch these short videos featuring practical, everyday tips and tricks from NetSuite pros who use the platform daily.
Nine noteworthy apps by Annexa to enhance NetSuite
Get a quick overview of some of Annexa's most popular NetSuite apps, each built in-house by our talented team to extend and enhance your platform's capabilities. From automating routine data entry to unlocking powerful analytics, these apps promise to make your NetSuite experience more efficient and customised.
See our most popular apps or visit our app centre to browse the complete collection >
Ten upcoming NetSuite features to get excited about
At SuiteWorld 2023, Oracle NetSuite introduced a series of efficiency-boosting platform enhancements. Let's dive into the most thrilling innovations heading to your NetSuite account and the timeline for their arrival.
View and/or download infographic >
Eleven shortcuts and search tips for NetSuite users plus printable
We’ve gathered all the shortcuts and search tips needed to make you a smarter, faster NetSuite power user. Plus, we designed a printable - for Mac and PC users - so you can keep it handy throughout the day.
Don't forget to share this page with your colleagues to spread the gift of knowledge.
