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NetSuite Training

NetSuite Training Resources

Role-based training videos to help e4c staff get familiar with NetSuite before and after go-live. Click any video to open it in a new tab.

NetSuite Navigation

11:48

Learn how to move around the NetSuite interface, access menus, and find your way to key areas of the system.

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Navigating Records and Forms

11:41

Understand how records and forms are structured in NetSuite and how to enter, edit, and save data correctly.

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Personalizing the Home Dashboard

24:14

Customize your NetSuite dashboard to surface the information and shortcuts most relevant to your role.

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Setting your Personal Preferences

20:05

Configure your personal settings including language, date format, number format, and default views.

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Getting Help

07:49

Learn how to access NetSuite's built-in help tools, support documentation, and user assistance features.

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Managing your Activities

16:35

Track and manage your tasks, calls, and events using NetSuite's activity management tools.

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Using Global Search

09:39

Use NetSuite's global search to quickly find records, transactions, and data across the entire system.

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Using Quick Search

06:43

Learn how to use Quick Search for fast lookups within specific record types and lists.

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Working with Lists

10:20

Navigate, filter, sort, and export data from NetSuite lists efficiently.

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