Training Agenda netsuite-CarlZeng
2008-12-12Agenda Topics - Day OneWelcomeCourse objectivesTopics and Agenda for entire courseNavigating the ApplicationLogging into NetSuiteGetting around the applicationLists vs. Transactions vs. Setu…
2008-12-12
Agenda Topics - Day One
Welcome
- Course objectives
- Topics and Agenda for entire course
Navigating the Application
- Logging into NetSuite
- Getting around the application
- Lists vs. Transactions vs. Setup Menus
- Using help
- Global & Quick search
- Setting Personal Preferences
Break
Navigating the Application continued…
- Customizing your Home Dashboard
- Direct List Editing
- Tips & Tricks
NetSuite Users and Roles
- Users & Roles overview
- Customizing roles in NetSuite
- Assigning roles (giving access)
- Dashboards are based on the role type
- Student Exercises (15 minutes)
Lunch and Break
Managing Your Activities and Calendar
- Calendar overview
- Activities definition
- Setting calendar preferences
- Event Scheduler
- Phone Calls, Tasks & Events
- Creating activities from entity & transaction records
- The full circle: the activities sub tab on entity records
- Outlook Integration - high level overview
General Ledge
· Creating journal entries
· Journal entry approval
· Viewing the G/L impact of transactions
· Creating memorized transactions
· Enter memorized transactions
· Financial reporting
· Student Exercises (15 minutes)
Accounts Payable
- Accounts Payable overview
- Billing purchase orders
- Entering a bill directly
- Paying bills in NetSuite
- Entering vendor credits
Break
Accounts Receivable
- Invoice to Payment process
- Billing sales orders
- Entering a New Cash Sale (no fulfillment)
- Entering a New Invoice (no fulfillment)
- Record customer deposits
- Accept customer payments
- Generating customer statements
- Issue customer credit memos
- Issue customer refunds
- Student Exercises (15 minutes)
Purchasing
- Purchasing overview
- Review accounting preferences for purchasing
- Enter a purchase order
- Receive items from a purchase order
- Partial receipts
- Order Items screen
- Student Exercises (15 minutes)
Agenda Topics - Day Two
Inventory Management
· Multi-location inventory
· Volume Pricing for Multiple Units of Measure
· Re-order point Reminders
· Inventory Adjustment
· Inventory Transfer
· Receive Purchase Order
· Fulfill Sales Orders
· Create Current Inventory Status Report
· Student Exercises (15 minutes)
Sales Order
- Sales order management overview
- Sales order transactions (to invoice, to cash sale)
- Sales order forms (standard, invoice, cash sale)
- Types of fulfillment
- Enable order management features
- Order management process:
- Enter a sales order
- Approve sales orders
- Fulfill sales orders
- Partial fulfillment
· Student Exercises (15 minutes)
Break
Sales Force Automation
- SFA overview
- Setting up Sales Force Automation
- Enable features for SFA
- Create customer statuses
- Set sales preferences
- Setup employees as sales reps
- Create sales rules
- Create sales territories
- Create online customer forms (online leads)
Lunch and Break
Sales Force Automation continued…
- Day-to-day Sales Force Automation Processing:
- Enter a lead
- Locate and view leads (and leads list)
- Creating opportunity records
- Generating and emailing quotes/estimates
- Converting quote/estimate to a sales order
- Reporting
· Student Exercises (15 minutes)
Marketing Automation
- Marketing campaign overview
- Setup Marketing Automation:
- Enable features
- Authenticate campaign email addresses
- Setup marketing preferences
- Create & Manage Marketing Campaign Emails
- Create marketing groups
- Create campaign email template
- Create and schedule the campaign
Break
Special Point One
· sales item configuration,
· customer database configuration,
· accounts (for bookkeeping) configuration
·
Special Point Two
· customizing forms for sales contract,
· customizing forms for delivery slip,
· customizing forms for quotes
· customizing forms for invoices
Summary and Conclusion
