Book Image

NetSuite ERP for Administrators

By : Anthony Bickof
Book Image

NetSuite ERP for Administrators

By: Anthony Bickof

Overview of this book

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Dedication
Contributors
Packt Upsell
Preface
Index

Features that support users


User experience plays a major role in an administrator's workload. The inability to execute functions can easily result in a lot of complaints from users, including requests to automate the functions for them. So, let's focus on tools that will help them, which will, in turn, make the administrator's life easier.

The dashboard is a crucial tool for users to understand what is happening in the business and the tasks that need to be completed. Think of it as an interactive control panel to ensure that you are on track to reach your goals. You didn't need to open the gas tank of your car to see whether you have enough gas to make it to work in the morning. All you need do is check the dashboard, which summarizes important information for you.

People usually speak of the dashboard as the Home dashboard, signified by the home icon on the first tab, but in reality, there are multiple dashboards. In fact, each tab contains its own dashboard. If necessary, additional tabs...