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

Dashboard overview


Dashboards operate in the same way as a dashboard in a car because they are designed to summarize data for the user. But the driver does not need to open up the gas tank prior to a long drive in order to check whether there is enough gas to make it to the destination. Instead, the driver just needs to focus on the dashboard, which will summarize information such as speed and the level of gas. The car dashboard also has the ability to highlight certain information that requires immediate attention, for instance, the blinking light as we are running out of gas and need to fill up.

The NetSuite dashboard does a similar thing. It summarizes data for the user to be able to manage the business from from one screen. It is dynamic and can highlight metrics that require immediate attention.  It is very powerful and should be used by all NetSuite users in order for them to keep up to date with their job responsibilities.

We're going to start with the dashboard because it not only...