netsuite tips and tricks

3 NetSuite Tips and Tricks to Know

NetSuite is a robust solution with high customizability, and because of this, some users struggle to be efficient with their NetSuite workflows. In this guide, we’ll be walking through a few NetSuite tips and tricks to boost your ERP productivity.

3+ NetSuite Tips and Tricks

1. Automate with NetSuite workflows.

Are tedious, manual actions in NetSuite taking up all your time? Luckily, NetSuite offers robust workflow automation capabilities.

Consider these workflows a representation of all your business processes operating in your NetSuite system. To begin creating NetSuite Workflows, make sure the feature is enabled. Check under Customization > Scripting > Workflows.

If you’re unsure where to begin, start with the three basic NetSuite workflow templates already provided:

  1. Sales Order Approval
  2. Purchase Order Approval
  3. Journal Entry Approval

netsuite tips and tricks

By using these templates, you can create a test in NetSuite Workflows and learn to tailor them to the specific needs of your end-users.

2. Create an on-brand experience for employees.

Using platforms that are on-brand with your company can leave a lasting positive impression, for both your employee users and the overall organizational culture. Often times we believe that company branding is only experienced by customers who come into contact with a company and/or its products and services.

However, companies with strong branding guidelines also use internal branding to create a collective impact and feeling of camaraderie on employees who come into contact with the firm. NetSuite enables companies to create their own aesthetic employee experience with customizable colors and themes.

netsuite tips and tricks

To get started, select Home > Set Preferences > Appearance to customize the appearance of your NetSuite theme.

3. Extend manual email recipients.

Another quick win for NetSuite users is extending your email lists. (This is mainly for users that have not yet created a custom script to automate their business email process.)

Here’s a quick overview of the transaction email lists that you can manually extend:

  • Sales orders
  • Purchase orders
  • Product fulfillment
  • Customer invoices

Start by entering the name of the main email recipient. Then, select Lists of your choice, or manually enter other emails by separating them with a semicolon.

Conclusion: Partner with Experts

As you continue to build on your NetSuite knowledge, you’ll uncover more power and potential in its customization—especially when integrated with partner platforms like Kloudio. Manual reporting processes in NetSuite, for instance, can be easily automated with Kloudio’s NetSuite integration.

In fact, most processes in NetSuite can be automated to boost business productivity. Partner with your in-house NetSuite expert or experienced external advisors to make the most of your NetSuite investment. Create a free Kloudio account and add our platform to your list of NetSuite tips and tricks.

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