10 Easy NetSuite Tips for Beginners

Are you new to NetSuite, or simply looking for a quick review of the basics?  

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Discover some simple and essential features to get started.

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#1 How to find NetSuite account id

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Your NetSuite ID can be found at the beginning of your unique NetSuite URL.

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#2 How to add a user in NetSuite

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Log into NetSuite as the Administrator.

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Click Lists then Employees then Employees New.

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Give your new user a name and email address to log into NetSuite.

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Click Access Subtab.

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Tick the Give Access Box.

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Set up a new password for the new users.

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(Option One) Tick Send Notification Email

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(Option Two) Tick Require Password Change on Next Log In

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Assign your new user a role and click Add.

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Click Save.

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#3 How to change NetSuite password

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First, go to your NetSuite home screen and click on the Settings portlet.

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Next, choose Change Password and type in your current NetSuite password.

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Enter your new password in the New Password field.

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Make sure your new password follows the NetSuite password guidelines.

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After it's approved, retype your new password in the Confirm New Password field.

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Click Save.

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The next time you log into NetSuite, use your new password.

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#4 How to create a saved search in NetSuite

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Start by going to Reports.

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Click on Saved Searches, then All Saved Searches, and finally New.

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Choose the type of search you want.

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In the ID field, enter an ID starting with the prefix _nspbcs_‍

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Tick the Public Box.

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Add filters under the Criteria subtab.

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Add columns under the Results subtab.

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Click Save.

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#5 How to approve journal entries in NetSuite

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First, go to Transactions, then click Financial, then click Approve Journal Entries.

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Now look at the Approve Column found next to the entries awaiting approval and click Mark All to approve them.

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Click Save.

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#6 How to view journal entries in NetSuite 

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First, go to Transactions, then click Financial, then Make Journal Entries and then List.  

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#7 How to create a report in NetSuite 

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Click New Report on either the Reports Page or Reports Tab Menu.  

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Select the Metric you want to be reported on your New Report List.  

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Now enter a custom title for your new report.  

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Now set the criteria for your report, by firstly selecting the field.  

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Then select the format for your report.

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Then select how you want your report to be subtotalled.  

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And finally, select how want data to be summarized across columns.  

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#8 How to select a root record in NetSuite analytics 

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First, click the Analytics Subtab.  

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Then click Datasets Subtab and then New Dataset.  

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Then select a record type.  

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#9 How to adjust inventory in netsuite

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First, go to Transactions, then click Inventory, and then click Adjust Inventory.

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You now have access to your Inventory Adjustment page.

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The following sections can now be given set field values:

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Primary information

Classification

Adjustments

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#10 How to add NetSuite to office 365 app 

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The Workiro NetSuite SuiteApp is the easiest way to bring the Office 365 co-editing experience into NetSuite.  

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Residing natively in your NetSuite system, you can collaborate on Word, Excel, and PowerPoint documents in real-time with all stakeholders.  

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All edits are stored against NetSuite records, with revisions instantly attributed to the stakeholder that made the changes.  

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Make your NetSuite processes even easier  

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Do you want a truly connected working environment for all your collaboration and communication, natively integrated into your NetSuite system?  

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Start your journey here