7 Actionable NetSuite CRM Tips That Work like a Charm

NetSuite software continues to be one of the most demanded ERP’s (enterprise resource planning systems) in the world, both for offering a range of operational modules and for its easy implementation. For this and much more, it continues to be the ERP number 1 globally. In addition to being a truly complete cloud software, which covers a large number of operations within the company -accounting, finance, warehouse control, sales, marketing, Human Resources, customer service, etc.-, NetSuite CRM is an easy-to-use, flexible and state-of-the-art tool that seeks to satisfy the needs of any type or size of company.

Perhaps one of the greatest benefits of NetSuite ERP is its operation from the cloud. This, in addition to making it truly complete software, puts it above its competition at the time of its operation, since it can be accessed from anywhere and at any time from any mobile device -or desktop- connected to a network. A being an ERP software so complete and flexible, it may be always necessary to have counseling for both its implementation and for their daily use of specialist Partner of NetSuite who are able to support provide professional to solve any doubt.

However, it may be that the company that has implemented the NetSuite software decides to operate it itself with all the challenges that this entails. And we say challenge, because it is true that it is a very complete system with functionalities, characteristics and modules that could go unnoticed if they are not located well within the platform. For that reason, today we have prepared 5 tips for a better use of NetSuite software that we have compiled from our own experience and from the literature created by experts on the subject. It might seem obvious, but you must learn to get out to the Chart of Accounts of the m or duo of Finance and Accounting of the NetSuite app.

And we say it for a simple reason: keeping the company’s accounting process up to date and without margin of error is an essential requirement so that it can develop as it should and grow with a safe and firm step. Even so, the use of all the functionalities that this module offers us could be omitted.

Organize assets, liabilities, expenses, income and expenses in such a way that it is easy to assess the financial health of the company. When you create a new account, always add an external ID (importing it) that corresponds to the General Ledger Account Number (GL); this will make it easier to import journal entries. Another piece of information: the Chart of Accounts when it comes to a NetSuite ERP Multi-company must be shared in all its subsidiaries. Thus, the same “accounts payable” and the same “accounts receivable” will be used for all subsidiaries, regardless of the type of currency, since the software automatically adjusts to currency exchange as the case may be.

For the GESTI or n is the financial m to s completely visible, it is necessary to use p to kneels as the most effective way of accessing operations, every day, they are used more frequently. When in the financial information of the Finance and Accounting module direct, access reports, KPI’s, saved searches and other commonly used functions are identified, NetSuite ERP facilitates incorporated into boards spec í GRAPHICS for the job. After that suits the information is entered, the system will configure and publish these panels to users spec í GRAPHICS, so each user will have different screens depending on their need.