🧭 NetSuite Crash Course for Beginners 2025 | Full Navigation, Dashboard, Reporting & Order-to-Cash Demo
New to NetSuite ERP? This beginner-friendly NetSuite crash course will walk you through everything you need to know to get started — from dashboards and roles to centers, reports, saved searches, and creating transactions like sales orders and purchase orders.
This video is designed for those who have never used NetSuite before, making it the perfect introduction to Oracle NetSuite’s interface and core functions. You’ll learn how to navigate your dashboard, use portlets, customize your layout, and explore role-based centers for accounting, inventory, and sales management.
If you want a deeper dive, check out the full NetSuite for Beginners Course (50+ videos) linked below!
💡 What You’ll Learn
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How to navigate NetSuite ERP as a new user
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Understanding dashboards, portlets, and reminders
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Customizing layouts and managing user roles
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Exploring Centers: Accounting, Inventory, and Sales
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Using reports and saved searches for quick insights
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How to set preferences, use shortcuts, and review your history
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Creating new records and customizing the “Create New” menu
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Mastering the global search bar and search prefixes
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Inventory management basics: items, pricing, MRP, and reorder points
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Step-by-step Order-to-Cash process — creating and approving sales orders
⚙️ Key Features Covered
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NetSuite Dashboard Customization
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Role-Based Centers (Accounting, Inventory, Sales)
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Global Search Optimization
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Saved Searches & Reports
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Inventory Planning & Item Records
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Order-to-Cash Workflow in NetSuite
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Personalization & User Preferences
🎯 Perfect For
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Beginners learning NetSuite ERP for the first time
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Accountants, controllers, and inventory managers
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ERP professionals transitioning from QuickBooks, SAP, or Xero
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Business owners exploring cloud-based ERP software
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Anyone preparing for a NetSuite implementation or training
