How to Create Employee, Customer, Vendor Details. Enabling Inventory Features to Perform Inventory Transactions.
Free tutorial
4.9
Created by Sunderaraj (Sunder) Srinivasan
English
English [Auto]
What you’ll learn
- How to Create Employee , Job Details, Role Access Assignment , Preferences, Expense & Purchasing Limits.
- How to Create Customer, Vendor Details for a Single, Multiple Subsidiaries.
- How to Enable Item & Inventory Features.
- How to Setup Inventory Management , Costing & Accounting Preferences.
- What is an Item Type & How to Associate an Item with an Item Type in NetSuite.
- How to Create an Item in Item Master & Difference between Assembly, Kit & Item Group in NetSuite.
- How to Enable Inventory Features to Perform Inventory Transactions.
- How to Use Adjust Inventory Worksheet to Upload Items and Difference between Adjust Inventory & Adjust Inventory Worksheet.
- How to Transfer Inventory from One Location to Another Location Using Single, Multi Step Process
Requirements
- Recommended to Complete Volume 1 , Volume 2 of SunderS Oracle Netsuite ERP Foundation E Learning before Starting with Volume 3.
- Anyone willing to Learn Cloud ERP Business Applications. No Programming Knowledge Required. While Cloud Knowledge is not Mandatory, it will be Added Advantage.
Description
This Course will have 3 Sections.
In the First Section You will learn
- How to Create Entities like Employee, Customer and Vendor Details.
- How to Assign a Role to an Employee and Give Access Rights for Different Subsidiaries, Forms, Reports & Views.
- How to Setup Employee Purchasing & Expense Limits.
- How to Assign a Customer to Multiple Subsidiaries if applicable.
- How to Assign a Vendor to Multiple Subsidiaries if applicable.
- How to Setup Vendor Bill Matching & Payments.
In the Second Section You will learn
- Item Master Planning Considerations in NetSuite.
- Relevant NetSuite Roles Required for Setting up Item Master & to Perform Inventory Transactions.
- How to Enable Item and Inventory Features.
- How to Setup Inventory Management, Accounting and Costing Preference to Perform Inventory Transactions.
- What are Item Types & How it is used to Create Items in NetSuite.
- How to Create Items in NetSuite & Difference between Assembly, Kit and Item Groups.
In the Third Section You will learn
- How to Enable Inventory Features to Perform Inventory Transactions.
- How to Setup Accounting, Costing Preferences to Perform Inventory Transactions.
- How to Upload Multiple Items into Inventory Master.
- How to Adjust Inventory Value & Quantity in NetSuite.
- How to Check Item Availability after Performing Inventory Transactions.
- How to Transfer Inventory from One Location to Another using Single, Multi Step Process.
Who this course is for:
- Implementation, Pre Sales /Solution Consultants who are Familiar with Other ERP Applications & Looking to Multi Skill with Cloud ERP.
- Practicing Chartered Accountants/Auditors Evaluating Cloud ERP Products for their Clients.
- Management Consultants Evaluating Cloud ERP for their Clients.
- Digital Transformation Advisory & ERP Selection Services Companies .
- CFO, CIO, Business Unit Heads Evaluating ERP Products for their Company , Subsidiary Operations
- CEO’s of SMB Units who are looking at Streamlining their Business Operations with a Standard Cloud ERP Product.
- Inventory, Warehouse Managers
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Course content
3 sections • 7 lectures • 1h 54m total lengthCollapse all sections
How to Create Entities in NetSuite Account ?2 lectures • 28min
- How to Create Employees & Assign Role, Provide Access Rights in NetSuite.13:33
- How to Create Customer, Vendor Details in NetSuite ?14:42
How to Setup & Configure Inventory Management in Oracle NetSuite ?3 lectures • 50min
- How to Setup Inventory Management in NetSuite ?13:39
- How to Enable Item & Inventory Features in Oracle NetSuite ?15:42
- How to Create Items in Oracle NetSuite Inventory ?20:53
How to Setup Inventory Features to Perform Inventory Transactions in NetSuite ?2 lectures • 36min
- How to Setup Inventory Features in Oracle NetSuite ?20:00
- How does Inventory Transfer Order work in Oracle NetSuite ?15:44
