Navigating NetSuite: A Quick Guide for New Users

Welcome to NetSuite! This powerful business management software can help streamline your daily tasks and improve efficiency. This guide will get you started with the basics of navigating the user interface.

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Understanding the NetSuite Interface

Understanding the NetSuite InterfaceNetSuite uses a principle called progressive disclosure, which means the screen stays clutter-free. Links, menus, and icons appear only when you hover your mouse over them. This approach helps you focus on your work without being overwhelmed by too many options at once.

Essential Navigation Tips

• Header and Menus: The main menus at the top of the screen are your primary tool for navigating to different areas of the application, such as Transactions, Lists, and Reports.
• Dashboards: Your home dashboard is a customizable home page that gives you a quick overview of key performance indicators (KPIs), reminders, and shortcuts. You can personalize this to fit your role and daily tasks.
• Global Search: Located in the header, the Global Search bar is a powerful tool for quickly finding records, transactions, or pages. You can search by name, number, or other keywords. Customer Search, Record Search, recent transactions,
• The NetSuite Back Button: Always use the dedicated “Back” button within NetSuite, not your web browser’s back button. Using the browser’s back button can cause duplicate entries and other issues.
• Keyboard Shortcuts: To speed up your work, NetSuite offers various keyboard shortcuts. You can find a complete list in the help center to learn the ones most relevant to your role.
• Dashboard Portlet : Setting up your Role specific dashboard based on personalized dashboard portlets and KPI for quick insights access.

By familiarizing yourself with these basic navigation tips, you’ll be well on your way to utilize NetSuite and making your work easier.

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