Maximizing Your Efficiency: 8 Proven Tips for Navigating NetSuite ERP 

Customize your dashboard

NetSuite ERP allows you to customize your dashboard with relevant metrics and KPIs that help you track your business's performance.

Set up workflows

Automating processes using workflows can save you time and reduce errors. Configure workflows to handle tasks such as purchase orders, sales orders, and expense approvals

Use role-based access controls

NetSuite ERP allows you to define roles and access controls for different users. Use this feature to ensure that users only have access to the data they need

Take advantage of SuiteAnalytics

NetSuite ERP has a powerful reporting tool called SuiteAnalytics. Use it to create custom reports and dashboards that provide insights into your business

Utilize SuiteScript

NetSuite ERP's SuiteScript allows you to customize the system to suit your needs. Learn how to use it to automate tasks, create new workflows, and develop custom integrations

Integrate with third-party applications

NetSuite ERP can integrate with many third-party applications, such as Salesforce, Shopify, and Magento. Look for opportunities to integrate NetSuite ERP with your existing systems to improve efficiency and accuracy

Leverage SuiteFlow

NetSuite ERP's SuiteFlow is a drag-and-drop tool that allows you to create and customize workflows without coding. Use it to automate processes and streamline your operations

Get training and support

NetSuite ERP is a complex system with many features and capabilities. Ensure that you and your team receive the necessary training and support to get the most out of it