Favorites Feature Available in Dropdown Lists

You can select up to five favorite items in the Customer, Add Multiple, and Items fields on sales orders. In the Add Multiple field, you can show only your favorite items by selecting the Show favorites only box.You can now apply an uplift at any point in the subscription term as well as during subscription… Continue reading Favorites Feature Available in Dropdown Lists

Use NetSuite’s built-in shortcuts and hotkeys

NetSuite has hotkeys and shortcuts built into almost every area of the system. Proper usage of these hotkeys can allow you to use NetSuite without a mouse and speed up your data entry processes. Searching All Data in Your Account: Press Alt + G to move your cursor directly into the Global Search field. Entering Data: Most… Continue reading Use NetSuite’s built-in shortcuts and hotkeys

Quickly figure out missing permissions

If you’re ever trying to figure out the permissions required to access a certain screen perform the following: First, navigate to that screen as a user who can access it (like an Administrator), then save that URL. Next, try to access the same URL with a user you’re trying to give the permissions to. NetSuite… Continue reading Quickly figure out missing permissions

Tips and Tricks on NetSuite

If admins are not seeing a certain feature, make sure it’s turned on by going to Setup > Setup Manager. Then search for the feature you’re looking for and see if it’s enabled. Admins can reschedule system maintenance by navigating to Setup > Company > Customer-Scheduled Maintenance and clicking Reschedule next to the maintenance item.… Continue reading Tips and Tricks on NetSuite

Some basic NetSuite Global Search Keywords

We can use NetSuite global search to open records or pages quickly. For this type the first few letters of the record type needed to be opened and then type the search query(like record id).E.g: For opening a customer record, type “cu:” and type the name/id of the customer. cu: 001 Test Customer Or if… Continue reading Some basic NetSuite Global Search Keywords