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2011/10/05

October: Tips & Tricks

1 - Preferred Vendors

You can assign a preferred vendor for items for purchase or resale. This can make things easier in that when you create a new purchase order, if the preferred vendor of the first item will be selected. In addition, if you dropship an item, NetSuite will use the preferred vendor automatically.

You can also link multiple vendors to an item. With administrator rights, click on the Setup tab, then Company->Enable Features. From the “Items & Inventory” tab, select the “Multiple Vendors” checkbox, then click Save.





Now when you edit an item, you will see a drop-down list of vendors on the basic tab. Select the “Preferred” box next to one of these to make it your preferred vendor for that item.


2 - Optimizing for search engines
If you are using NetSuite to host your website, there are a number of things you can do to make sure you get the best-possible rating from search engines:
  • Change and add new content regularly.
  • Ensure any page on your website can be accessed in five clicks or fewer so that customers can find the page they’re looking for more easily.
  • Ensure the names of website sections and links are descriptive. The more descriptive the links are, the more likely the search engine will bring people to the right page.
  • Make use of page titles by entering text in the Page Title field on website items.
  • Use meta tags to add text describing the content on a page.
  • Use links between pages to make it easier to jump from one page on your website to a related one.
  • Add alt-text for images

3 - Dashboards
NetSuite dashboards provide ultimate flexibility in organizing your workspace. Setting up your dashboard to meet your individual needs is one of the most important and effective ways to ensure success in NetSuite and to give you an edge over your competition.

NetSuite offers many kinds of portlets so you can display the data you need:

✓ Activities: Shows daily and upcoming activities, with links to detailed activity records.
✓ Custom Search: Shows the results of a saved search. Custom search portlets display three columns of data when placed in the right or left columns of a dashboard, and eight columns when placed in the center column of your dashboard.
✓ Lists: Shows the type of records you choose with links to view (and edit, if you have permission) individual records.
✓ Key Performance Indicators: Shows summary data and key business metrics, with options to highlight results that don’t meet defined thresholds, and to show comparisons between date ranges. As shown in Figure 4-1, the KPI portlet brings your critical business data to the forefront of the dashboard.
No matter what role you use or what job function you serve, you’ll want at least one KPI on your dashboard. If none of the standard KPIs meet your needs, you can create custom KPIs using saved searches.
✓ KPI Meters: Shows a graphical meter of KPI data, with options to flag metrics that meet a specific threshold and to compare across date ranges.
✓ KPI Scorecard: KPI scorecards can provide complex comparisons among multiple KPIs over multiple date ranges or accounting periods. Scorecards also can include Excel-like formulas with KPIs and functions in their expressions.

1 comment:

  1. Hi there,

    I am trying to configure Netsuite and despite configuring Items with multiple vendors, I cannot get the dropdown menu to appear when I enter the item?? It is enabled in Admin rights and the section is there, but no dropdown is active??

    Kerry

    ReplyDelete